Janus Balanced (Ireland) Manager Performance Evaluation

IE00BFSS8623 -- Ireland Fund  

CAD 13.28  0.06  0.45%

The fund retains Market Volatility (i.e. Beta) of -0.0462 which attests that as returns on market increase, returns on owning Janus Balanced are expected to decrease at a much smaller rate. During bear market, Janus Balanced is likely to outperform the market.. 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.
 Time Horizon     30 Days    Login   to change

Janus Balanced I Relative Risk vs. Return Landscape

If you would invest  1,328  in Janus Balanced I CAD Acc Hedged on July 20, 2018 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 I CAD Acc Hedged and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Janus Balanced Current Valuation

Not valued
August 19, 2018
13.28
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Janus Balanced is Unknown risk asset. Janus Balanced I regular Real Value cannot be determined due to lack of data. The prevalent price of Janus Balanced I is C$13.28. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. 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
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IE00BFSS8623
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.

Performance Rating

Janus Balanced I CAD Acc Hedged Risk Adjusted Performance Analysis
0 

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.

Janus Balanced Alerts

Equity Alerts and Improvement Suggestions
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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.