Janus Balanced (Ireland) Manager Performance Evaluation

IE00BFSS8623 -- Ireland Fund  

CAD 12.19  0.28  2.25%

The fund retains Market Volatility (i.e. Beta) of 0.1763 which attests that as returns on market increase, Janus Balanced returns are expected to increase less than the market. However during bear market, the loss on holding Janus Balanced will be expected to be smaller as well. Although it is extremely important to respect Janus Balanced I 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 Janus Balanced I technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Janus Balanced I CAD Acc Hedged has generated negative risk-adjusted returns adding no value to fund investors. In defiance of relatively invariable forward-looking signals, Janus Balanced is not utilizing all of its potentials. The current stock price agitation, may contribute to short term losses for the management.
Fifty Two Week Low12.72
Fifty Two Week High12.72
Horizon     30 Days    Login   to change

Janus Balanced I Relative Risk vs. Return Landscape

If you would invest  1,219  in Janus Balanced I CAD Acc Hedged on June 19, 2019 and sell it today you would earn a total of  0.00  from holding Janus Balanced I CAD Acc Hedged or generate 0.0% return on investment over 30 days. Janus Balanced I CAD Acc Hedged 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 Janus Balanced and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Janus Balanced Current Valuation

Fairly Valued
July 19, 2019
Market Value
Real Value
Janus Balanced is very steady asset. Janus Balanced I retains regular Real Value of C$12.36 per share. The prevalent price of the fund is C$12.19. At this time the entity appears to be fairly valued. We determine the value of Janus Balanced I from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Janus Balanced Market Risk Analysis

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

Janus Balanced Alerts

Equity Alerts and Improvement Suggestions

Janus Balanced I is not yet fully synchronised with the market data
Janus Balanced I generates negative expected return over the last 30 days
The fund retains about 38.77% of its assets under management (AUM) in fixed income securities
Please also check Risk vs Return Analysis. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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