Fisher Invts (Ireland) Manager Performance Evaluation

IE00BVFCTH76 -- Ireland Fund  

EUR 124.03  0.94  0.76%

The organization shows Beta (market volatility) of 0.2392 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 vital to follow to Fisher Invts Instl historical returns, it is good to be conservative about what you can actually do with the information regarding 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 0.3776% will be sustainable into the future.
Horizon     30 Days    Login   to change

Fisher Invts Instl Relative Risk vs. Return Landscape

If you would invest  12,223  in Fisher Invts Instl Emerg Mkts Eq A2 on November 19, 2018 and sell it today you would earn a total of  180.00  from holding Fisher Invts Instl Emerg Mkts Eq A2 or generate 1.47% return on investment over 30 days. Fisher Invts Instl Emerg Mkts Eq A2 is generating 0.3776% of daily returns and assumes 1.7538% volatility on return distribution over the 30 days horizon. Simply put, 15% of equities are less volatile than Fisher Invts Instl Emerg Mkts Eq A2 and 93% 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 1.3 times more return on investment than the market. However, the company is 1.3 times more volatile than its market benchmark. It trades about 0.22 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

Fisher Invts Current Valuation

Not valued
December 19, 2018
Market Value
Real Value
Target Odds
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 €124.03. 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 = 0.2153
Good Returns
Average Returns
Small ReturnsIE00BVFCTH76
Negative Returns

Fisher Invts Relative Performance Indicators

Estimated Market Risk
  actual daily
 15 %
of total potential
Expected Return
  actual daily
 7 %
of total potential
Risk-Adjusted Return
  actual daily
 14 %
of total potential
Based on monthly moving average Fisher Invts is performing at about 14% 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


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 14 (%) of all funds and portfolios of funds over the last 30 days.

Fisher Invts Alerts

Equity Alerts and Improvement Suggestions

Fisher Invts Instl is not yet fully synchronised with the market data
The fund retains 99.13% of its assets under management (AUM) in equities
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.