Hermes US (Ireland) Manager Performance Evaluation

The fund retains Market Volatility (i.e. Beta) of 0.0 which attests that the returns on MARKET and Hermes US are completely uncorrelated. Although it is extremely important to respect Hermes US Smid current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining 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 evaluating Hermes US Smid technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Hermes US Smid Relative Risk vs. Return Landscape

If you would invest  0.00  in Hermes US Smid Equity F GBP Inc Hdg on August 20, 2018 and sell it today you would earn a total of  0.00  from holding Hermes US Smid Equity F GBP Inc Hdg or generate 0.0% return on investment over 30 days. Hermes US Smid Equity F GBP Inc Hdg 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 Hermes US Smid Equity F GBP Inc Hdg and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Hermes US Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Hermes US 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 Hermes US by adding it to a well-diversified portfolio.

Hermes US Performance Rating

Hermes US Smid Equity F GBP Inc Hdg Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Hermes US Smid Equity F GBP Inc Hdg has generated negative risk-adjusted returns adding no value to fund investors.

Hermes US Alerts

Equity Alerts and Improvement Suggestions

Hermes US Smid has some characteristics of a very speculative penny stock
The fund retains most of the assets under management (AUM) in different types of exotic instruments.
Please also check Risk vs Return Analysis. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.