Old Mutual (Ireland) Manager Performance Evaluation

IE00BRTNQD39 -- Ireland Fund  

USD 13.29  0.54  3.90%

The fund holds Beta of -0.0243 which implies as returns on market increase, returns on owning Old Mutual are expected to decrease at a much smaller rate. During bear market, Old Mutual is likely to outperform the market.. Although it is extremely important to respect Old Mutual Eurp 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 Old Mutual Eurp technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Old Mutual Eurp Relative Risk vs. Return Landscape

If you would invest  1,329  in Old Mutual Eurp Ex UK Smlr Coms U1 Acc on July 22, 2018 and sell it today you would earn a total of  0.00  from holding Old Mutual Eurp Ex UK Smlr Coms U1 Acc or generate 0.0% return on investment over 30 days. Old Mutual Eurp Ex UK Smlr Coms U1 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 Old Mutual Eurp Ex UK Smlr Coms U1 Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Old Mutual Current Valuation

Not valued
August 21, 2018
13.29
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Old Mutual is Unknown risk asset. Old Mutual Eurp recent Real Value cannot be determined due to lack of data. The prevailing price of Old Mutual Eurp is $13.29. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Old Mutual Eurp 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.

Old Mutual Market Risk Analysis

Sharpe Ratio = 0.0
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IE00BRTNQD39
Based on monthly moving average Old Mutual 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 Old Mutual by adding it to a well-diversified portfolio.

Performance Rating

Old Mutual Eurp Ex UK Smlr Coms U1 Acc Risk Adjusted Performance Analysis
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Risk-Adjusted Fund Performance

Over the last 30 days Old Mutual Eurp Ex UK Smlr Coms U1 Acc has generated negative risk-adjusted returns adding no value to fund investors.

Old Mutual Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 5.89% of its assets under management (AUM) in cash
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