Stewart Investors (Ireland) Manager Performance Evaluation

IE00B5W3SY16 -- Ireland Fund  

USD 15.14  0.12  0.80%

The entity has beta of -0.0168 which indicates as returns on market increase, returns on owning Stewart Investors are expected to decrease at a much smaller rate. During bear market, Stewart Investors is likely to outperform the market.. Although it is extremely important to respect Stewart Investors Wldwd current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Stewart Investors Wldwd 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

Stewart Investors Wldwd Relative Risk vs. Return Landscape

If you would invest  1,514  in Stewart Investors Wldwd Eq I Acc USD on November 15, 2018 and sell it today you would earn a total of  0.00  from holding Stewart Investors Wldwd Eq I Acc USD or generate 0.0% return on investment over 30 days. Stewart Investors Wldwd Eq I Acc USD 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 Stewart Investors Wldwd Eq I Acc 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 (%) 

Stewart Investors Current Valuation

Not valued
December 15, 2018
Market Value
Real Value
Target Odds
Stewart Investors is Unknown risk asset. Stewart Investors Wldwd current Real Value cannot be determined due to lack of data. The regular price of Stewart Investors Wldwd is $15.14. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Stewart Investors Wldwd from inspecting 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 securities prices and their ongoing real values will draw towards each other.

Stewart Investors Market Risk Analysis

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

Stewart Investors Performance Rating

Stewart Investors Wldwd Eq I Acc USD Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Stewart Investors Wldwd Eq I Acc USD has generated negative risk-adjusted returns adding no value to fund investors.

Stewart Investors Alerts

Equity Alerts and Improvement Suggestions

Stewart Investors is not yet fully synchronised with the market data
The fund retains about 19.9% of its assets under management (AUM) in cash

Stewart Investors Performance Indicators

Stewart Investors Wldwd Basic Price Performance Measures

Fifty Two Week Low11.7800
Fifty Two Week High11.7800
Please also check Risk vs Return Analysis. Please also try Equity Valuation module to check real value of public entities based on technical and fundamental data.