New Capital (Ireland) Manager Performance Evaluation

IE00BG6MV538 -- Ireland Fund  

USD 155.66  0.00  0.00%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and New Capital are completely uncorrelated. Although it is extremely important to respect New Capital Dynamic 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 New Capital Dynamic 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

New Capital Dynamic Relative Risk vs. Return Landscape

If you would invest  15,566  in New Capital Dynamic European Eq USD Ord on June 16, 2018 and sell it today you would earn a total of  0.00  from holding New Capital Dynamic European Eq USD Ord or generate 0.0% return on investment over 30 days. New Capital Dynamic European Eq USD Ord 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 New Capital Dynamic European Eq USD Ord and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

New Capital Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
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Based on monthly moving average New Capital 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 New Capital by adding it to a well-diversified portfolio.

Performance Rating

New Capital Dynamic European Eq USD Ord Risk Adjusted Performance Analysis

Risk-Adjusted Fund Performance

Over the last 30 days New Capital Dynamic European Eq USD Ord has generated negative risk-adjusted returns adding no value to fund investors.

New Capital Alerts

Equity Alerts and Improvement Suggestions
The fund retains 97.54% of its assets under management (AUM) in equities
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