Adelphi European (Ireland) Manager Performance Evaluation

IE00B65NG183 -- Ireland Fund  

EUR 160.16  5.16  3.12%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Adelphi European are completely uncorrelated. Although it is extremely important to respect Adelphi European Select historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in foreseeing 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 Adelphi European Select technical indicators you can presently evaluate if the expected return of 0.1844% will be sustainable into the future.
Horizon     30 Days    Login   to change

Adelphi European Select Relative Risk vs. Return Landscape

If you would invest  16,016  in Adelphi European Select Equity D EUR on January 22, 2019 and sell it today you would earn a total of  0.00  from holding Adelphi European Select Equity D EUR or generate 0.0% return on investment over 30 days. Adelphi European Select Equity D EUR is generating 0.1844% of daily returns and assumes 6.5131% volatility on return distribution over the 30 days horizon. Simply put, 58% of equities are less volatile than Adelphi European and 97% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Adelphi European is expected to generate 2.33 times less return on investment than the market. In addition to that, the company is 3.93 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.26 per unit of volatility.

Adelphi European Current Valuation

Not valued
February 21, 2019
160.16
Market Value
0.00
Real Value
Target Odds
Odds Odds
0.00
Upside
Adelphi European is Unknown risk asset. Adelphi European Select prevailing Real Value cannot be determined due to lack of data. The current price of Adelphi European Select is €160.16. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Adelphi European Select from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Adelphi European Market Risk Analysis

Sharpe Ratio = 0.0283
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Adelphi European Relative Performance Indicators

Estimated Market Risk
 6.51
  actual daily
 
 58 %
of total potential
 
58
Expected Return
 0.18
  actual daily
 
 3 %
of total potential
 
3
Risk-Adjusted Return
 0.03
  actual daily
 
 1 %
of total potential
 
1
Based on monthly moving average Adelphi European is performing at about 1% 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 Adelphi European by adding it to a well-diversified portfolio.

Adelphi European Performance Rating

Adelphi European Select Equity D EUR Risk Adjusted Performance Analysis

1

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Adelphi European Select Equity D EUR are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days.

Adelphi European Alerts

Equity Alerts and Improvement Suggestions

Adelphi European is not yet fully synchronised with the market data
Adelphi European has very high historical volatility over the last 30 days
The fund retains all of its assets under management (AUM) in equities

Adelphi European Performance Indicators

Adelphi European Select Basic Price Performance Measures

Fifty Two Week Low164.8170
Fifty Two Week High164.8170
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