Lord Abbett (Ireland) Manager Performance Evaluation

IE00BFNWY275 -- Ireland Fund  

USD 10.76  0.00  0.00%

The fund secures Beta (Market Risk) of -0.0545 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 0.0% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Lord Abbett Short Relative Risk vs. Return Landscape

If you would invest  1,076  in Lord Abbett Short Duration Inc I Acc on June 16, 2018 and sell it today you would earn a total of  0.00  from holding Lord Abbett Short Duration Inc I Acc or generate 0.0% return on investment over 30 days. Lord Abbett Short Duration Inc I Acc is generating negative expected returns and assumes 0.0536% 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.
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Assuming 30 trading days horizon, Lord Abbett Short Duration Inc I Acc is not expected to generate positive returns. However, the company is 12.37 times less risky than the market. It waists most of its returns potential to compensate for thr risk taken. The DOW is generating roughly 0.01 per unit of risk.

Lord Abbett Current Valuation

Not valued
July 16, 2018
10.76
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 $10.76. 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 = 0.0
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IE00BFNWY275
Based on monthly moving average Lord Abbett 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 Lord Abbett by adding it to a well-diversified portfolio.

Performance Rating

Lord Abbett Short Duration Inc I Acc Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days Lord Abbett Short Duration Inc I Acc has generated negative risk-adjusted returns adding no value to fund investors.

Lord Abbett Alerts

Equity Alerts and Improvement Suggestions
Lord Abbett Short generates negative expected return over the last 30 days
The fund retains about 15.46% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.