Fisher Invts (Ireland) Manager Performance Evaluation

IE00BVFCTH76 -- Ireland Fund  

EUR 124.90  5.70  4.36%

The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and Fisher Invts are completely uncorrelated. Even though it is essential to pay attention to Fisher Invts Instl historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards predicting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Fisher Invts Instl Emerg Mkts Eq A2 exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Fisher Invts Instl Relative Risk vs. Return Landscape

If you would invest  12,704  in Fisher Invts Instl Emerg Mkts Eq A2 on September 16, 2018 and sell it today you would lose (214.00)  from holding Fisher Invts Instl Emerg Mkts Eq A2 or give up 1.68% of portfolio value over 30 days. Fisher Invts Instl Emerg Mkts Eq A2 is generating negative expected returns and assumes 1.9176% volatility on return distribution over the 30 days horizon. Simply put, 17% of equities are less volatile than Fisher Invts Instl Emerg Mkts Eq A2 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, Fisher Invts Instl Emerg Mkts Eq A2 is expected to under-perform the market. In addition to that, the company is 1.87 times more volatile than its market benchmark. It trades about -0.21 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of volatility.

Fisher Invts Current Valuation

Not valued
October 16, 2018
124.90
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 €124.9. 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 = -0.2137
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Fisher Invts Relative Performance Indicators

Estimated Market Risk
 1.92
  actual daily
 
 83 %
of total potential
  
Expected Return
 -0.41
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.21
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Fisher Invts 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 Fisher Invts by adding it to a well-diversified portfolio.

Fisher Invts Performance Rating

Fisher Invts Instl Emerg Mkts Eq A2 Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Fisher Invts Instl Emerg Mkts Eq A2 has generated negative risk-adjusted returns adding no value to fund investors.

Fisher Invts Alerts

Equity Alerts and Improvement Suggestions

Fisher Invts Instl is not yet fully synchronised with the market data
Fisher Invts Instl generates negative expected return over the last 30 days
The fund retains 99.13% of its assets under management (AUM) in equities

Fisher Invts Performance Indicators

Fisher Invts Instl Basic Price Performance Measures

Annual Report Expense Ratio0.00%
Please also check Risk vs Return Analysis. Please also try Theme Ratings module to determine theme ratings based on digital equity recommendations. macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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