LASCONI INVERSIONES (Spain) Manager Performance Evaluation

LI
LSC -- Spain Fund  

EUR 9.88  0.00  0.00%

The entity secures a Beta (Market Risk) of 0.065, which conveys that as returns on market increase, LASCONI INVERSIONES returns are expected to increase less than the market. However, during bear market, the loss on holding LASCONI INVERSIONES will be expected to be smaller as well. Even though it is essential to pay attention to LASCONI INVERSIONES price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis way of 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. LASCONI INVERSIONES exposes twenty-one different technical indicators, which can help you to evaluate its performance.

Search Fund Performance

 
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Risk-Adjusted Fund Performance

Over the last 30 days LASCONI INVERSIONES SICAV has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, LASCONI INVERSIONES is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low9.70
Fifty Two Week High10.92

LASCONI INVERSIONES Relative Risk vs. Return Landscape

If you would invest  1,010  in LASCONI INVERSIONES SICAV on April 27, 2020 and sell it today you would lose (22.00)  from holding LASCONI INVERSIONES SICAV or give up 2.18% of portfolio value over 30 days. LASCONI INVERSIONES SICAV is producing return of less than zero assuming 0.4683% volatility of returns over the 30 days investment horizon. Simply put, 4% of all equities have less volatile historical return distribution than LASCONI INVERSIONES 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, LASCONI INVERSIONES is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 8.83 times less risky than the market. the firm trades about -0.08 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 of returns per unit of risk over similar time horizon.

LASCONI INVERSIONES Current Valuation

Fairly Valued
Today
9.88
27th of May 2020
9.99
Real Value
10.46
Upside
LASCONI INVERSIONES is very steady asset. LASCONI INVERSIONES secures a last-minute Real Value of €9.99 per share. The latest price of the fund is €9.88. At this time the entity appears to be fairly valued. We determine the value of LASCONI INVERSIONES from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since in the future entities prices and their ongoing real values will merge together.
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.729.809.88
Details
Hype
Prediction
LowEstimated ValueHigh
9.419.8810.35
Details
Naive
Forecast
LowNext ValueHigh
9.509.9710.44
Details

LASCONI INVERSIONES Market Risk Analysis

Sharpe Ratio = -0.0848
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LASCONI INVERSIONES Performance Indicators

Estimated Market Risk
 0.47
  actual daily
 
 4 %
of total potential
 
44
Expected Return
 -0.04
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.08
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average LASCONI INVERSIONES 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 LASCONI INVERSIONES by adding it to a well-diversified portfolio.

LASCONI INVERSIONES Alerts

Equity Alerts and Improvement Suggestions

LASCONI INVERSIONES generates negative expected return over the last 30 days
The fund maintains about 51.31% of its assets in cash
Additionally, see Stocks Correlation. Please also try Premium Stories module to follow macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page