Dimensional World (Ireland) Manager Performance Evaluation

IE00B56FVB15 -- Ireland Fund  

GBp 1,505  16.00  1.05%

The organization shows Beta (market volatility) of 0.0175 which denotes to the fact that as returns on market increase, Dimensional World returns are expected to increase less than the market. However during bear market, the loss on holding Dimensional World will be expected to be smaller as well. Although it is extremely important to respect Dimensional World historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By reviewing Dimensional World technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Dimensional World Relative Risk vs. Return Landscape

If you would invest  150,500  in Dimensional World Allocation 4 on January 24, 2019 and sell it today you would earn a total of  0.00  from holding Dimensional World Allocation 4 or generate 0.0% return on investment over 30 days. Dimensional World Allocation 4 is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Dimensional World and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Dimensional World Current Valuation

Not valued
February 23, 2019
Market Value
Real Value
Target Odds
Odds Odds
Dimensional World is Unknown risk asset. Dimensional World prevailing Real Value cannot be determined due to lack of data. The current price of Dimensional World is p;1505.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Dimensional World from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Dimensional World Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Dimensional World 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 Dimensional World by adding it to a well-diversified portfolio.

Dimensional World Performance Rating

Dimensional World Allocation 4 Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Dimensional World Allocation 4 has generated negative risk-adjusted returns adding no value to fund investors.

Dimensional World Alerts

Equity Alerts and Improvement Suggestions

Dimensional World is not yet fully synchronised with the market data
The fund retains about 13.07% of its assets under management (AUM) in cash

Dimensional World Performance Indicators

Dimensional World Basic Price Performance Measures

Fifty Two Week Low12.7500
Fifty Two Week High12.7500
Annual Report Expense Ratio0.50%
Please also check Risk vs Return Analysis. Please also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
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