PBS SMART (Ireland) Manager Performance Evaluation

IE00B8FLYX43 -- Ireland Fund  

EUR 1,076  13.76  1.26%

The entity holds Beta of -0.0079 which implies as returns on market increase, returns on owning PBS SMART are expected to decrease at a much smaller rate. During bear market, PBS SMART is likely to outperform the market.. Although it is extremely important to respect PBS SMART Portfolio current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The approach into 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 inspecting PBS SMART Portfolio technical indicators you can now evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

PBS SMART Portfolio Relative Risk vs. Return Landscape

If you would invest  107,644  in PBS SMART Portfolio Select Inst EUR on November 14, 2018 and sell it today you would earn a total of  0.00  from holding PBS SMART Portfolio Select Inst EUR or generate 0.0% return on investment over 30 days. PBS SMART Portfolio Select Inst EUR 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 PBS SMART Portfolio Select Inst EUR and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

PBS SMART Current Valuation

Not valued
December 14, 2018
Market Value
Real Value
Target Odds
PBS SMART is Unknown risk asset. PBS SMART Portfolio recent Real Value cannot be determined due to lack of data. The prevailing price of PBS SMART Portfolio is €1076.44. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of PBS SMART Portfolio from inspecting 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 future time stocks prices and their ongoing real values will merge together.

PBS SMART Market Risk Analysis

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

PBS SMART Performance Rating

PBS SMART Portfolio Select Inst EUR Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days PBS SMART Portfolio Select Inst EUR has generated negative risk-adjusted returns adding no value to fund investors.


Equity Alerts and Improvement Suggestions

PBS SMART Portfolio is not yet fully synchronised with the market data
The fund retains all of the assets under management (AUM) in different types of exotic instruments
Please also check Risk vs Return Analysis. Please also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
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