IRVING INVEST (Spain) Manager Performance Evaluation

II
S1733 -- Spain Fund  

EUR 10.87  0.00  0.00%

The fund retains a Market Volatility (i.e. Beta) of -0.0582, which attests that as returns on market increase, returns on owning IRVING INVEST are expected to decrease at a much smaller rate. During bear market, IRVING INVEST is likely to outperform the market. Although it is vital to follow to IRVING INVEST SICAV current price history, it is good to be conservative about what you can actually do with the information regarding equity current price movements. The way in which we are determining 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 examining IRVING INVEST SICAV technical indicators you can currently evaluate if the expected return of 0.2893% will be sustainable into the future.

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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in IRVING INVEST SICAV are ranked lower than 2 (%) of all funds and portfolios of funds over the last 30 days. Even with considerably weak technical indicators, IRVING INVEST revealed solid returns over the last few months and may actually be approaching a breakup point.
Fifty Two Week Low9.45
Fifty Two Week High12.18

IRVING INVEST Relative Risk vs. Return Landscape

If you would invest  1,146  in IRVING INVEST SICAV on April 27, 2020 and sell it today you would lose (59.00)  from holding IRVING INVEST SICAV or give up 5.15% of portfolio value over 30 days. IRVING INVEST SICAV is generating 0.2893% of daily returns and assumes 8.8941% volatility on return distribution over the 30 days horizon. Simply put, 78% of equities are less volatile than IRVING INVEST and 95% 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, IRVING INVEST is expected to generate 2.15 times more return on investment than the market. However, the company is 2.15 times more volatile than its market benchmark. It trades about 0.03 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 per unit of risk.

IRVING INVEST Current Valuation

Over Valued
Today
10.87
27th of May 2020
9.81
Real Value
18.70
Upside
IRVING INVEST is relatively risky asset. IRVING INVEST SICAV retains a regular Real Value of €9.81 per share. The prevalent price of the fund is €10.87. At this time the entity appears to be over valued. We determine the value of IRVING INVEST SICAV from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point in time stocks prices and their ongoing real values will come together.
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.0910.6311.18
Details
Hype
Prediction
LowEstimated ValueHigh
1.9810.8719.76
Details
Naive
Forecast
LowNext ValueHigh
2.2411.1320.03
Details

IRVING INVEST Market Risk Analysis

Sharpe Ratio = 0.0325
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Small ReturnsS1733
CashSmall
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IRVING INVEST Performance Indicators

Estimated Market Risk
 8.89
  actual daily
 
 78 %
of total potential
 
7878
Expected Return
 0.29
  actual daily
 
 5 %
of total potential
 
55
Risk-Adjusted Return
 0.03
  actual daily
 
 2 %
of total potential
 
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Based on monthly moving average IRVING INVEST is performing at about 2% 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 IRVING INVEST by adding it to a well-diversified portfolio.

IRVING INVEST Alerts

Equity Alerts and Improvement Suggestions

IRVING INVEST SICAV is not yet fully synchronised with the market data
IRVING INVEST SICAV has very high historical volatility over the last 30 days
The fund maintains about 36.62% of its assets in cash
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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