Comgest Growth (Ireland) Manager Performance Evaluation

IE00B52QBB85 -- Ireland Fund  

USD 36.93  1.02  2.69%

The organization shows Beta (market volatility) of 0.0744 which signifies that as returns on market increase, Comgest Growth returns are expected to increase less than the market. However during bear market, the loss on holding Comgest Growth will be expected to be smaller as well.. Even though it is essential to pay attention to Comgest Growth Emerging historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing 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. Comgest Growth Emerging Mkts I USD Acc exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Comgest Growth Emerging Relative Risk vs. Return Landscape

If you would invest  3,905  in Comgest Growth Emerging Mkts I USD Acc on October 23, 2018 and sell it today you would lose (212.00)  from holding Comgest Growth Emerging Mkts I USD Acc or give up 5.43% of portfolio value over 30 days. Comgest Growth Emerging Mkts I USD Acc is generating negative expected returns and assumes 2.514% volatility on return distribution over the 30 days horizon. Simply put, 22% of equities are less volatile than Comgest Growth Emerging Mkts I USD Acc 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, Comgest Growth Emerging Mkts I USD Acc is expected to under-perform the market. In addition to that, the company is 2.12 times more volatile than its market benchmark. It trades about -0.43 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.16 per unit of volatility.

Comgest Growth Current Valuation

Not valued
November 22, 2018
Market Value
Real Value
Target Odds
Comgest Growth is Unknown risk asset. Comgest Growth Emerging prevailing Real Value cannot be determined due to lack of data. The current price of Comgest Growth Emerging is $36.93. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Comgest Growth Emerging from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Comgest Growth Market Risk Analysis

Sharpe Ratio = -0.4314
Good Returns
Average Returns
Small Returns
Negative ReturnsIE00B52QBB85

Comgest Growth Relative Performance Indicators

Estimated Market Risk
  actual daily
 78 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 1 %
of total potential
Based on monthly moving average Comgest Growth 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 Comgest Growth by adding it to a well-diversified portfolio.

Comgest Growth Performance Rating

Comgest Growth Emerging Mkts I USD Acc Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Comgest Growth Emerging Mkts I USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Comgest Growth Alerts

Equity Alerts and Improvement Suggestions

Comgest Growth is not yet fully synchronised with the market data
Comgest Growth generates negative expected return over the last 30 days
The fund retains about 6.13% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Money Managers module to screen money managers from public funds and etfs managed around the world.