SWMC Small (Ireland) Manager Performance Evaluation

IE00B4TH6019 -- Ireland Fund  

USD 14,120  227.14  1.63%

The entity has beta of -0.0345 which indicates as returns on market increase, returns on owning SWMC Small are expected to decrease at a much smaller rate. During bear market, SWMC Small is likely to outperform the market.. Even though it is essential to pay attention to SWMC Small Cap current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis philosophy towards measuring future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. SWMC Small Cap European B USD exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

SWMC Small Cap Relative Risk vs. Return Landscape

If you would invest  1,458,643  in SWMC Small Cap European B USD on November 12, 2018 and sell it today you would lose (46,618)  from holding SWMC Small Cap European B USD or give up 3.2% of portfolio value over 30 days. SWMC Small Cap European B USD is generating negative expected returns and assumes 4.9044% volatility on return distribution over the 30 days horizon. Simply put, 44% of equities are less volatile than SWMC Small Cap European B USD and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, SWMC Small Cap European B USD is expected to under-perform the market. In addition to that, the company is 3.75 times more volatile than its market benchmark. It trades about -0.15 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.07 per unit of volatility.

SWMC Small Current Valuation

Not valued
December 12, 2018
14,120
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
SWMC Small is Unknown risk asset. SWMC Small Cap current Real Value cannot be determined due to lack of data. The regular price of SWMC Small Cap is $14120.25. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of SWMC Small Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point in time securities prices and their ongoing real values will draw towards each other.

SWMC Small Market Risk Analysis

Sharpe Ratio = -0.1461
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SWMC Small Relative Performance Indicators

Estimated Market Risk
 4.9
  actual daily
 
 44 %
of total potential
 
44
Expected Return
 -0.72
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.15
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average SWMC Small is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SWMC Small by adding it to a well-diversified portfolio.

SWMC Small Performance Rating

SWMC Small Cap European B USD Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days SWMC Small Cap European B USD has generated negative risk-adjusted returns adding no value to fund investors.

SWMC Small Alerts

Equity Alerts and Improvement Suggestions

SWMC Small Cap is not yet fully synchronised with the market data
SWMC Small Cap generates negative expected return over the last 30 days
SWMC Small Cap has high historical volatility and very poor performance
The fund retains about 37.56% of its assets under management (AUM) in cash

SWMC Small Performance Indicators

SWMC Small Cap Basic Price Performance Measures

Fifty Two Week Low12,522.9004
Fifty Two Week High12,522.9004
Please also check Risk vs Return Analysis. Please also try Headlines Timeline module to stay connected to all market stories and filter out noise. drill down to analyze hype elasticity.
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