ANIMA Star (Ireland) Manager Performance Evaluation

IE00BJBQBQ20 -- Ireland Fund  

EUR 5.44  0.00  0.00%

The organization shows Beta (market volatility) of 0.2782 which signifies that as returns on market increase, ANIMA Star returns are expected to increase less than the market. However during bear market, the loss on holding ANIMA Star will be expected to be smaller as well.. Although it is extremely important to respect ANIMA Star High historical returns, it is better to be realistic regarding the information on equity current trending patterns. The approach to foreseeing 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 ANIMA Star High technical indicators you can today evaluate if the expected return of 0.0012% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

ANIMA Star High Relative Risk vs. Return Landscape

If you would invest  544.00  in ANIMA Star High Potential Global I EUR on June 18, 2018 and sell it today you would earn a total of  0.00  from holding ANIMA Star High Potential Global I EUR or generate 0.0% return on investment over 30 days. ANIMA Star High Potential Global I EUR is generating 0.0012% of daily returns and assumes 0.5344% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than ANIMA Star High Potential Global I EUR 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, ANIMA Star High Potential Global I EUR is expected to generate 16.75 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.18 times less risky than the market. It trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 of returns per unit of risk over similar time horizon.

ANIMA Star Current Valuation

Not valued
July 18, 2018
5.44
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
ANIMA Star is Unknown risk asset. ANIMA Star High prevailing Real Value cannot be determined due to lack of data. The current price of ANIMA Star High is €5.44. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of ANIMA Star High from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since in the future assets prices and their ongoing real values will blend.

ANIMA Star Market Risk Analysis

Sharpe Ratio = 0.0022
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsIE00BJBQBQ20

ANIMA Star Relative Performance Indicators

Estimated Market Risk
 0.53
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.0
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.0
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average ANIMA Star 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 ANIMA Star by adding it to a well-diversified portfolio.

Performance Rating

ANIMA Star High Potential Global I EUR Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days ANIMA Star High Potential Global I EUR has generated negative risk-adjusted returns adding no value to fund investors.

ANIMA Star Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 70.13% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of macroaxis ideas.