Muzinich Asia (Ireland) Manager Performance Evaluation

IE00BYPJSC70 -- Ireland Fund  

EUR 100.87  0.35  0.35%

The fund secures Beta (Market Risk) of 0.0381 which conveys that as returns on market increase, Muzinich Asia returns are expected to increase less than the market. However during bear market, the loss on holding Muzinich Asia will be expected to be smaller as well.. 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.
Horizon     30 Days    Login   to change

Muzinich Asia Credit Relative Risk vs. Return Landscape

If you would invest  10,058  in Muzinich Asia Credit Opp EUR H Acc Fndr on August 26, 2018 and sell it today you would lose (6.00)  from holding Muzinich Asia Credit Opp EUR H Acc Fndr or give up 0.06% of portfolio value over 30 days. Muzinich Asia Credit Opp EUR H Acc Fndr is generating negative expected returns and assumes 0.3181% volatility on return distribution over the 30 days horizon. Simply put, 2% 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. But the company apears to be less risky and when comparing its historical volatility, the company is 1.43 times less risky than the market. the firm trades about -0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.22 of returns per unit of risk over similar time horizon.

Muzinich Asia Current Valuation

Not valued
September 25, 2018
100.87
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Muzinich Asia is Unknown risk asset. Muzinich Asia Credit last-minute Real Value cannot be determined due to lack of data. The latest price of Muzinich Asia Credit is €100.87. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. Macroaxis essentially 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 = -0.0615
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Muzinich Asia Relative Performance Indicators

Estimated Market Risk
 0.32
  actual daily
 
 98 %
of total potential
  
Expected Return
 -0.02
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.06
  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.

Muzinich Asia 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

Muzinich Asia Performance Indicators

Muzinich Asia Credit Basic Price Performance Measures

Fifty Two Week Low100.4300
Fifty Two Week High105.6900
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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