Lord Abbett (Ireland) Manager Performance Evaluation

IE00BFNWY275 -- Ireland Fund  

USD 10.86  0.00  0.00%

The fund secures Beta (Market Risk) of -0.0081 which conveys that as returns on market increase, returns on owning Lord Abbett are expected to decrease at a much smaller rate. During bear market, Lord Abbett is likely to outperform the market.. Although it is extremely important to respect Lord Abbett Short price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating 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 Lord Abbett Short technical indicators you can presently evaluate if the expected return of 0.0615% will be sustainable into the future.
Horizon     30 Days    Login   to change

Lord Abbett Short Relative Risk vs. Return Landscape

If you would invest  1,084  in Lord Abbett Short Duration Inc I Acc on November 13, 2018 and sell it today you would earn a total of  2.00  from holding Lord Abbett Short Duration Inc I Acc or generate 0.18% return on investment over 30 days. Lord Abbett Short Duration Inc I Acc is generating 0.0615% of daily returns and assumes 0.1065% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Lord Abbett Short Duration Inc I 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, Lord Abbett Short Duration Inc I Acc is expected to generate 0.08 times more return on investment than the market. However, the company is 12.17 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

Lord Abbett Current Valuation

Not valued
December 13, 2018
10.86
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Lord Abbett is Unknown risk asset. Lord Abbett Short last-minute Real Value cannot be determined due to lack of data. The latest price of Lord Abbett Short is $10.86. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Lord Abbett Short from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Lord Abbett Market Risk Analysis

Sharpe Ratio = 0.5774
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Lord Abbett Relative Performance Indicators

Estimated Market Risk
 0.11
  actual daily
 
 0 %
of total potential
 
0
Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
1
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
 
38
Based on monthly moving average Lord Abbett is performing at about 38% 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 Lord Abbett by adding it to a well-diversified portfolio.

Lord Abbett Performance Rating

Lord Abbett Short Duration Inc I Acc Risk Adjusted Performance Analysis

38

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett Short Duration Inc I Acc are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Lord Abbett Alerts

Equity Alerts and Improvement Suggestions

Lord Abbett Short is not yet fully synchronised with the market data
The fund retains about 15.46% of its assets under management (AUM) in cash

Lord Abbett Performance Indicators

Lord Abbett Short Basic Price Performance Measures

Fifty Two Week Low10.7200
Fifty Two Week High10.7700
Please also check Risk vs Return Analysis. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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