E I (Ireland) Manager Performance Evaluation

IE00B5VJPM77 -- Ireland Fund  

EUR 220.94  8.70  3.79%

The entity shows Beta (market volatility) of -0.0931 which denotes to the fact that as returns on market increase, returns on owning E I are expected to decrease at a much smaller rate. During bear market, E I is likely to outperform the market.. Although it is extremely important to respect E I Sturdza historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in 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 analyzing E I Sturdza technical indicators you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

E I Sturdza Relative Risk vs. Return Landscape

If you would invest  22,094  in E I Sturdza Strgc Eurp Value EUR on October 19, 2018 and sell it today you would earn a total of  0.00  from holding E I Sturdza Strgc Eurp Value EUR or generate 0.0% return on investment over 30 days. E I Sturdza Strgc Eurp Value EUR 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 E I Sturdza Strgc Eurp Value EUR and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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E I Current Valuation

Not valued
November 18, 2018
220.94
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
E I is Unknown risk asset. E I Sturdza prevailing Real Value cannot be determined due to lack of data. The current price of E I Sturdza is €220.94. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of E I Sturdza from analyzing 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 sooner or later assets prices and their ongoing real values will submerge.

E I Market Risk Analysis

Sharpe Ratio = 0.0
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IE00B5VJPM77
Based on monthly moving average E I 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 E I by adding it to a well-diversified portfolio.

E I Performance Rating

E I Sturdza Strgc Eurp Value EUR Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days E I Sturdza Strgc Eurp Value EUR has generated negative risk-adjusted returns adding no value to fund investors.

E I Alerts

Equity Alerts and Improvement Suggestions

E I Sturdza is not yet fully synchronised with the market data
The fund retains 99.93% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Portfolio Manager module to state of the art portfolio manager to monitor and improve performance of your invested capital.
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