Muzinich Short (Ireland) Manager Performance Evaluation

IE00B5BHGW80 -- Ireland Fund  

EUR 121.93  0.09  0.07%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Muzinich Short are completely uncorrelated. Although it is extremely important to respect Muzinich Short Duration price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating 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 analyzing Muzinich Short Duration technical indicators you can presently evaluate if the expected return of 0.0181% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Muzinich Short Duration Relative Risk vs. Return Landscape

If you would invest  12,171  in Muzinich Short Duration HY Hdg EUR A Acc on July 18, 2018 and sell it today you would earn a total of  22.00  from holding Muzinich Short Duration HY Hdg EUR A Acc or generate 0.18% return on investment over 30 days. Muzinich Short Duration HY Hdg EUR A Acc is generating 0.0181% of daily returns and assumes 0.046% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Muzinich Short Duration HY Hdg EUR A Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Muzinich Short Current Valuation

Not valued
August 17, 2018
121.93
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Muzinich Short is Unknown risk asset. Muzinich Short Duration last-minute Real Value cannot be determined due to lack of data. The latest price of Muzinich Short Duration is €121.93. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Muzinich Short Duration from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Muzinich Short Market Risk Analysis

Sharpe Ratio = 0.3929
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IE00B5BHGW80
Based on monthly moving average Muzinich Short is performing at about 26% 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 Muzinich Short by adding it to a well-diversified portfolio.

Performance Rating

Muzinich Short Duration HY Hdg EUR A Acc Risk Adjusted Performance Analysis
26 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Muzinich Short Duration HY Hdg EUR A Acc are ranked lower than 26 (%) of all funds and portfolios of funds over the last 30 days.

Muzinich Short Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 7.9% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Price Transformation module to use price transformation models to analyze depth of different equity instruments across global markets.