FundLogic (Ireland) Manager Performance Evaluation

IE00BGFB5267 -- Ireland Fund  

USD 1,152  4.26  0.37%

The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and FundLogic are completely uncorrelated. Although it is extremely important to respect FundLogic MS PSAM historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting 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 reviewing FundLogic MS PSAM technical indicators you can presently evaluate if the expected return of 0.0965% will be sustainable into the future.
Horizon     30 Days    Login   to change

FundLogic MS PSAM Relative Risk vs. Return Landscape

If you would invest  114,561  in FundLogic MS PSAM Glb Event UCITS R USD on September 17, 2018 and sell it today you would earn a total of  651.00  from holding FundLogic MS PSAM Glb Event UCITS R USD or generate 0.57% return on investment over 30 days. FundLogic MS PSAM Glb Event UCITS R USD is generating 0.0965% of daily returns and assumes 0.6931% volatility on return distribution over the 30 days horizon. Simply put, 6% of equities are less volatile than FundLogic MS PSAM Glb Event UCITS R USD 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, FundLogic MS PSAM Glb Event UCITS R USD is expected to generate 0.66 times more return on investment than the market. However, the company is 1.52 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

FundLogic Current Valuation

Not valued
October 17, 2018
1,152
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
FundLogic is Unknown risk asset. FundLogic MS PSAM prevailing Real Value cannot be determined due to lack of data. The current price of FundLogic MS PSAM is $1152.12. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of FundLogic MS PSAM from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

FundLogic Market Risk Analysis

Sharpe Ratio = 0.1392
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CashIE00BGFB5267Average
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FundLogic Relative Performance Indicators

Estimated Market Risk
 0.69
  actual daily
 
 94 %
of total potential
  
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.14
  actual daily
 
 9 %
of total potential
  
Based on monthly moving average FundLogic is performing at about 9% 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 FundLogic by adding it to a well-diversified portfolio.

FundLogic Performance Rating

FundLogic MS PSAM Glb Event UCITS R USD Risk Adjusted Performance Analysis

9 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in FundLogic MS PSAM Glb Event UCITS R USD are ranked lower than 9 (%) of all funds and portfolios of funds over the last 30 days.

FundLogic Alerts

Equity Alerts and Improvement Suggestions

FundLogic MS PSAM is not yet fully synchronised with the market data
The fund retains 98.03% of its assets under management (AUM) in equities

FundLogic Performance Indicators

FundLogic MS PSAM Basic Price Performance Measures

Fifty Two Week Low945.4400
Fifty Two Week High945.4400
Annual Report Expense Ratio1.47%
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