Cptl Hldgs (Ireland) Manager Performance Evaluation

IE00BN576201 -- Ireland Fund  

EUR 280.08  1.22  0.43%

The organization shows Beta (market volatility) of -0.0594 which signifies that as returns on market increase, returns on owning Cptl Hldgs are expected to decrease at a much smaller rate. During bear market, Cptl Hldgs is likely to outperform the market.. Although it is extremely important to respect Cptl Hldgs Fd historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards 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 analyzing Cptl Hldgs Fd technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Cptl Hldgs Fd Relative Risk vs. Return Landscape

If you would invest  28,008  in Cptl Hldgs Fd plc Europ Cptl Hldg B EUR on November 14, 2018 and sell it today you would earn a total of  0.00  from holding Cptl Hldgs Fd plc Europ Cptl Hldg B EUR or generate 0.0% return on investment over 30 days. Cptl Hldgs Fd plc Europ Cptl Hldg B EUR 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 Cptl Hldgs Fd plc Europ Cptl Hldg B 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 (%) 

Cptl Hldgs Current Valuation

Not valued
December 14, 2018
Market Value
Real Value
Target Odds
Cptl Hldgs is Unknown risk asset. Cptl Hldgs Fd prevailing Real Value cannot be determined due to lack of data. The current price of Cptl Hldgs Fd is €280.08. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Cptl Hldgs Fd from analyzing 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 at some point assets prices and their ongoing real values will blend.

Cptl Hldgs Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Cptl Hldgs 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 Cptl Hldgs by adding it to a well-diversified portfolio.

Cptl Hldgs Performance Rating

Cptl Hldgs Fd plc Europ Cptl Hldg B EUR Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Cptl Hldgs Fd plc Europ Cptl Hldg B EUR has generated negative risk-adjusted returns adding no value to fund investors.

Cptl Hldgs Alerts

Equity Alerts and Improvement Suggestions

Cptl Hldgs Fd is not yet fully synchronised with the market data
Please also check Risk vs Return Analysis. Please also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
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