Hermes Sourcecap (Ireland) Manager Performance Evaluation

IE00B5WN7L11 -- Ireland Fund  

EUR 3.21  0.12  3.60%

The fund retains Market Volatility (i.e. Beta) of 0.0181 which attests that as returns on market increase, Hermes Sourcecap returns are expected to increase less than the market. However during bear market, the loss on holding Hermes Sourcecap will be expected to be smaller as well.. Although it is extremely important to respect Hermes Sourcecap Europe current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining 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 evaluating Hermes Sourcecap Europe 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

Hermes Sourcecap Europe Relative Risk vs. Return Landscape

If you would invest  321.00  in Hermes Sourcecap Europe ex UK F EUR Acc on October 22, 2018 and sell it today you would earn a total of  0.00  from holding Hermes Sourcecap Europe ex UK F EUR Acc or generate 0.0% return on investment over 30 days. Hermes Sourcecap Europe ex UK F EUR Acc 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 Hermes Sourcecap Europe ex UK F EUR 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 (%) 

Hermes Sourcecap Current Valuation

Not valued
November 21, 2018
Market Value
Real Value
Target Odds
Hermes Sourcecap is Unknown risk asset. Hermes Sourcecap Europe regular Real Value cannot be determined due to lack of data. The prevalent price of Hermes Sourcecap Europe is €3.21. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Hermes Sourcecap Europe from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Hermes Sourcecap Market Risk Analysis

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

Hermes Sourcecap Performance Rating

Hermes Sourcecap Europe ex UK F EUR Acc Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Hermes Sourcecap Europe ex UK F EUR Acc has generated negative risk-adjusted returns adding no value to fund investors.

Hermes Sourcecap Alerts

Equity Alerts and Improvement Suggestions

Hermes Sourcecap is not yet fully synchronised with the market data
The fund retains about 12.55% of its assets under management (AUM) in cash

Hermes Sourcecap Performance Indicators

Hermes Sourcecap Europe Basic Price Performance Measures

Fifty Two Week Low2.5461
Fifty Two Week High2.5461
Annual Report Expense Ratio0.00%
Please also check Risk vs Return Analysis. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.