|IE00BQ0QM471 -- Ireland Fund|| |
132.40 9.20 6.50%
The entity has beta of -0.0937 which indicates as returns on market increase, returns on owning Vulcan Value are expected to decrease at a much smaller rate. During bear market, Vulcan Value is likely to outperform the market.. Although it is extremely important to respect Vulcan Value Equity
current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Vulcan Value Equity technical indicators
you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Vulcan Value Equity Relative Risk vs. Return Landscape
If you would invest 13,240
in Vulcan Value Equity II Acc on November 15, 2018
and sell it today you would earn a total of 0.00
from holding Vulcan Value Equity II Acc or generate 0.0%
return on investment over 30
days. Vulcan Value Equity II Acc 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 Vulcan Value Equity II Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Vulcan Value Market Risk Analysis
Sharpe Ratio = 0.0
Based on monthly moving average Vulcan Value 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 Vulcan Value
by adding it to a well-diversified
Risk-Adjusted Fund Performance
Over the last 30 days Vulcan Value Equity II Acc has generated negative risk-adjusted returns adding no value to fund investors.
|Vulcan Value Equity is not yet fully synchronised with the market data|