BNY Mellon (Ireland) Manager Performance Evaluation

IE00B8P0T473 -- Ireland Fund  

 1.22  0.06  4.69%

The organization shows Beta (market volatility) of 0.0428 which signifies that as returns on market increase, BNY Mellon returns are expected to increase less than the market. However during bear market, the loss on holding BNY Mellon will be expected to be smaller as well.. Even though it is essential to pay attention to BNY Mellon Global historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis approach towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. BNY Mellon Global Emerg Mkts W USD Acc exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

BNY Mellon Global Relative Risk vs. Return Landscape

If you would invest  136.00  in BNY Mellon Global Emerg Mkts W USD Acc on September 19, 2018 and sell it today you would lose (14.00)  from holding BNY Mellon Global Emerg Mkts W USD Acc or give up 10.29% of portfolio value over 30 days. BNY Mellon Global Emerg Mkts W USD Acc is generating negative expected returns and assumes 5.9433% volatility on return distribution over the 30 days horizon. Simply put, 53% of equities are less volatile than BNY Mellon Global Emerg Mkts W USD 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 (%) 
Assuming 30 trading days horizon, BNY Mellon Global Emerg Mkts W USD Acc is expected to under-perform the market. In addition to that, the company is 5.62 times more volatile than its market benchmark. It trades about -0.58 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of volatility.

BNY Mellon Market Risk Analysis

Sharpe Ratio = -0.5774
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BNY Mellon Relative Performance Indicators

Estimated Market Risk
 5.94
  actual daily
 
 47 %
of total potential
  
Expected Return
 -3.43
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average BNY Mellon 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 BNY Mellon by adding it to a well-diversified portfolio.

BNY Mellon Performance Rating

BNY Mellon Global Emerg Mkts W USD Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days BNY Mellon Global Emerg Mkts W USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

BNY Mellon Alerts

Equity Alerts and Improvement Suggestions

BNY Mellon Global is not yet fully synchronised with the market data
BNY Mellon Global generates negative expected return over the last 30 days
BNY Mellon Global has high historical volatility and very poor performance
BNY Mellon Global may become a speculative penny stock
Please also check Risk vs Return Analysis. Please also try Portfolio Quick Import module to import or update all your transactions via one easy-to-use interface.
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