Muzinich Asia (Ireland) Manager Performance Evaluation

IE00BYPJSC70 -- Ireland Fund  

EUR 99.39  0.31  0.31%

The fund secures Beta (Market Risk) of -0.1446 which conveys that as returns on market increase, returns on owning Muzinich Asia are expected to decrease at a much smaller rate. During bear market, Muzinich Asia is likely to outperform the market.. Even though it is essential to pay attention to Muzinich Asia Credit price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating 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. Muzinich Asia exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Muzinich Asia Credit Relative Risk vs. Return Landscape

If you would invest  10,065  in Muzinich Asia Credit Opp EUR H Acc Fndr on June 23, 2018 and sell it today you would lose (126.00)  from holding Muzinich Asia Credit Opp EUR H Acc Fndr or give up 1.25% of portfolio value over 30 days. Muzinich Asia Credit Opp EUR H Acc Fndr is generating negative expected returns and assumes 0.745% volatility on return distribution over the 30 days horizon. Simply put, 6% of equities are less volatile than Muzinich Asia Credit Opp EUR H Acc Fndr 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, Muzinich Asia Credit Opp EUR H Acc Fndr is expected to under-perform the market. In addition to that, the company is 1.46 times more volatile than its market benchmark. It trades about -0.33 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of volatility.

Muzinich Asia Current Valuation

Fairly Valued
July 23, 2018
99.39
Market Value
99.94
Real Value
Target Odds
  
102.19
Upside
Muzinich Asia is not too risky asset. Muzinich Asia Credit secures last-minute Real Value of €99.94 per share. The latest price of the fund is €99.39. Macroaxis forecasts value of Muzinich Asia Credit from analyzing the organization technical indicators and Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Muzinich Asia Market Risk Analysis

Sharpe Ratio = -0.3348
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Muzinich Asia Relative Performance Indicators

Estimated Market Risk
 0.75
  actual daily
 
 94 %
of total potential
  
Expected Return
 -0.25
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.33
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Muzinich Asia 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 Muzinich Asia by adding it to a well-diversified portfolio.

Performance Rating

Muzinich Asia Credit Opp EUR H Acc Fndr Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days Muzinich Asia Credit Opp EUR H Acc Fndr has generated negative risk-adjusted returns adding no value to fund investors.

Muzinich Asia Alerts

Equity Alerts and Improvement Suggestions
Muzinich Asia Credit generates negative expected return over the last 30 days
Please also check Risk vs Return Analysis. Please also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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