|IE00B6YX4Q04 -- Ireland Fund|| |
USD 100.03 0.01 0.01%
The organization shows Beta (market volatility) of 0.0082 which signifies that as returns on market increase, Babson Capital returns are expected to increase less than the market. However during bear market, the loss on holding Babson Capital will be expected to be smaller as well. Although it is extremely important to respect Babson Capital European
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 Babson Capital European technical indicators
you can presently evaluate if the expected return of 0.0591% will be sustainable into the future.
Risk-Adjusted Fund Performance
Compared to the overall equity markets, risk-adjusted returns on investments in Babson Capital European Loan A USD are ranked lower than 50 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, Babson Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
|Fifty Two Week Low||97.62|
|Fifty Two Week High||102.67|
|Annual Report Expense Ratio||0.71%|
Babson Capital European Relative Risk vs. Return Landscape
If you would invest 9,890
in Babson Capital European Loan A USD on April 23, 2019
and sell it today you would earn a total of 111.55
from holding Babson Capital European Loan A USD or generate 1.13%
return on investment over 30
days. Babson Capital European Loan A USD is generating 0.0591% of daily returns and assumes 0.0804% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Babson Capital and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, Babson Capital is expected to generate 0.12 times more return on investment than the market. However, the company is 8.01 times less risky than the market. It trades about 0.74 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 per unit of risk.
Babson Capital Current Valuation
May 23, 2019
Babson Capital Market Risk Analysis
Sharpe Ratio = 0.7351
Babson Capital Relative Performance Indicators
Estimated Market Risk
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Based on monthly moving average Babson Capital is performing at about 50% 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 Babson Capital
by adding it to a well-diversified