Plurima Apuano (Ireland) Manager Performance Evaluation

IE00BLY1R155 -- Ireland Fund  

EUR 111.69  0.19  0.17%

The fund holds Beta of 0.0894 which implies as returns on market increase, Plurima Apuano returns are expected to increase less than the market. However during bear market, the loss on holding Plurima Apuano will be expected to be smaller as well.. Although it is extremely important to respect Plurima Apuano Flexible current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 Plurima Apuano Flexible technical indicators you can presently evaluate if the expected return of 0.0426% will be sustainable into the future.
Horizon     30 Days    Login   to change

Plurima Apuano Flexible Relative Risk vs. Return Landscape

If you would invest  11,150  in Plurima Apuano Flexible Bond A Instl on August 24, 2018 and sell it today you would earn a total of  19.00  from holding Plurima Apuano Flexible Bond A Instl or generate 0.17% return on investment over 30 days. Plurima Apuano Flexible Bond A Instl is generating 0.0426% of daily returns and assumes 0.0852% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Plurima Apuano Flexible Bond A Instl 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, Plurima Apuano Flexible Bond A Instl is expected to generate 4.08 times less return on investment than the market. But when comparing it to its historical volatility, the company is 5.27 times less risky than the market. It trades about 0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.39 of returns per unit of risk over similar time horizon.

Plurima Apuano Current Valuation

Not valued
September 23, 2018
111.69
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Plurima Apuano is Unknown risk asset. Plurima Apuano Flexible recent Real Value cannot be determined due to lack of data. The prevailing price of Plurima Apuano Flexible is €111.69. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Plurima Apuano Flexible from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Plurima Apuano Market Risk Analysis

Sharpe Ratio = 0.5
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IE00BLY1R155
Based on monthly moving average Plurima Apuano is performing at about 33% 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 Plurima Apuano by adding it to a well-diversified portfolio.

Plurima Apuano Performance Rating

Plurima Apuano Flexible Bond A Instl Risk Adjusted Performance Analysis

33 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Plurima Apuano Flexible Bond A Instl are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

Plurima Apuano Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 82.21% of its assets under management (AUM) in fixed income securities
Please also check Risk vs Return Analysis. Please also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.
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