Polar Capital (Ireland) Manager Performance Evaluation

IE00B8BJYW18 -- Ireland Fund  

GBp 194.00  1.00  0.52%

The fund holds Beta of 2.639 which implies as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Polar Capital will likely underperform.. Although it is vital to follow to Polar Capital Japan current trending patterns, it is good to be conservative about what you can actually do with the information regarding equity existing price patterns. The philosophy towards forecasting 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 Polar Capital Japan technical indicators you can presently evaluate if the expected return of 0.4733% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Polar Capital Japan Relative Risk vs. Return Landscape

If you would invest  19,000  in Polar Capital Japan Alpha C GBP on June 21, 2018 and sell it today you would earn a total of  400.00  from holding Polar Capital Japan Alpha C GBP or generate 2.11% return on investment over 30 days. Polar Capital Japan Alpha C GBP is generating 0.4733% of daily returns and assumes 5.4246% volatility on return distribution over the 30 days horizon. Simply put, 49% of equities are less volatile than Polar Capital Japan Alpha C GBP and 92% 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, Polar Capital Japan Alpha C GBP is expected to generate 9.43 times more return on investment than the market. However, the company is 9.43 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The DOW is currently generating roughly 0.15 per unit of risk.

Polar Capital Current Valuation

Not valued
July 21, 2018
194.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Polar Capital is Unknown risk asset. Polar Capital Japan recent Real Value cannot be determined due to lack of data. The prevailing price of Polar Capital Japan is p;194.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Polar Capital Japan from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Polar Capital Market Risk Analysis

Sharpe Ratio = 0.0872
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Polar Capital Relative Performance Indicators

Estimated Market Risk
 5.42
  actual daily
 
 51 %
of total potential
  
Expected Return
 0.47
  actual daily
 
 8 %
of total potential
  
Risk-Adjusted Return
 0.09
  actual daily
 
 5 %
of total potential
  
Based on monthly moving average Polar Capital is performing at about 5% 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 Polar Capital by adding it to a well-diversified portfolio.

Performance Rating

Polar Capital Japan Alpha C GBP Risk Adjusted Performance Analysis
5 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Polar Capital Japan Alpha C GBP are ranked lower than 5 (%) of all funds and portfolios of funds over the last 30 days.

Polar Capital Alerts

Equity Alerts and Improvement Suggestions
Polar Capital Japan has very high historical volatility over the last 30 days
The fund retains all of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Portfolio Reporting module to create custom reports across your portfolios and generate quick suggestion pitch.
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