Fisher Invts (Ireland) Manager Performance Evaluation

IE00BVFCTH76 -- Ireland Fund  

EUR 133.69  0.20  0.15%

The organization shows Beta (market volatility) of 0.3417 which denotes to the fact that as returns on market increase, Fisher Invts returns are expected to increase less than the market. However during bear market, the loss on holding Fisher Invts will be expected to be smaller as well.. Although it is extremely important to respect Fisher Invts Instl historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting 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 Fisher Invts Instl technical indicators you can presently evaluate if the expected return of 0.1242% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Fisher Invts Instl Relative Risk vs. Return Landscape

If you would invest  13,304  in Fisher Invts Instl Emerg Mkts Eq A2 on July 17, 2018 and sell it today you would earn a total of  65.00  from holding Fisher Invts Instl Emerg Mkts Eq A2 or generate 0.49% return on investment over 30 days. Fisher Invts Instl Emerg Mkts Eq A2 is generating 0.1242% of daily returns and assumes 0.776% volatility on return distribution over the 30 days horizon. Simply put, 7% of equities are less volatile than Fisher Invts Instl Emerg Mkts Eq A2 and 98% 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, Fisher Invts Instl Emerg Mkts Eq A2 is expected to generate 1.74 times more return on investment than the market. However, the company is 1.74 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The DOW is currently generating roughly 0.02 per unit of risk.

Fisher Invts Current Valuation

Not valued
August 16, 2018
133.69
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Fisher Invts is Unknown risk asset. Fisher Invts Instl prevailing Real Value cannot be determined due to lack of data. The current price of Fisher Invts Instl is €133.69. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Fisher Invts Instl from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Fisher Invts Market Risk Analysis

Sharpe Ratio = 0.16
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Fisher Invts Relative Performance Indicators

Estimated Market Risk
 0.78
  actual daily
 
 93 %
of total potential
  
Expected Return
 0.12
  actual daily
 
 2 %
of total potential
  
Risk-Adjusted Return
 0.16
  actual daily
 
 10 %
of total potential
  
Based on monthly moving average Fisher Invts is performing at about 10% 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 Fisher Invts by adding it to a well-diversified portfolio.

Performance Rating

Fisher Invts Instl Emerg Mkts Eq A2 Risk Adjusted Performance Analysis
10 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Fisher Invts Instl Emerg Mkts Eq A2 are ranked lower than 10 (%) of all funds and portfolios of funds over the last 30 days.

Fisher Invts Alerts

Equity Alerts and Improvement Suggestions
The fund retains 99.13% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.