ASCENDO INVERSIONES (Spain) Manager Performance Evaluation

AI
S3363 -- Spain Fund  

EUR 0.93  0.00  0.00%

The organization owns a Beta (Systematic Risk) of -0.1071, which signifies that as returns on market increase, returns on owning ASCENDO INVERSIONES are expected to decrease at a much smaller rate. During bear market, ASCENDO INVERSIONES is likely to outperform the market. Although it is extremely important to respect ASCENDO INVERSIONES SICAV existing price patterns, it is better to be realistic regarding the information on equity price patterns. The philosophy in foreseeing 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 analyzing ASCENDO INVERSIONES SICAV technical indicators you can right now evaluate if the expected return of 0.1392% 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 ASCENDO INVERSIONES SICAV are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days. Even with considerably weak technical indicators, ASCENDO INVERSIONES may actually be approaching a critical reversion point that can send shares even higher in June 2020.
Fifty Two Week Low0.7848
Fifty Two Week High1.0630
Annual Report Expense Ratio1.62%

ASCENDO INVERSIONES Relative Risk vs. Return Landscape

If you would invest  99.24  in ASCENDO INVERSIONES SICAV on April 27, 2020 and sell it today you would lose (6.07)  from holding ASCENDO INVERSIONES SICAV or give up 6.12% of portfolio value over 30 days. ASCENDO INVERSIONES SICAV is generating 0.1392% of daily returns and assumes 7.412% volatility on return distribution over the 30 days horizon. Simply put, 65% of equities are less volatile than ASCENDO INVERSIONES and 98% 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, ASCENDO INVERSIONES is expected to generate 1.79 times more return on investment than the market. However, the company is 1.79 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 per unit of risk.

ASCENDO INVERSIONES Current Valuation

Over Valued
Today
0.93
27th of May 2020
0.85
Real Value
8.26
Upside
ASCENDO INVERSIONES is abnormally volatile asset. ASCENDO INVERSIONES SICAV owns a latest Real Value of €0.85 per share. The recent price of the fund is €0.9317. Today, the entity appears to be over valued. We determine the value of ASCENDO INVERSIONES SICAV from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to invest in undervalued equities and to trade away overvalued equities since in the future instruments prices and their ongoing real values will grow together.
Bollinger
Band Projection (param)
LowerMiddle BandUpper
0.810.900.98
Details
Hype
Prediction
LowEstimated ValueHigh
0.050.938.34
Details
Naive
Forecast
LowNext ValueHigh
0.0203381.028.43
Details

ASCENDO INVERSIONES Market Risk Analysis

Sharpe Ratio = 0.0188
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Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
S3363
Negative Returns

ASCENDO INVERSIONES Performance Indicators

Estimated Market Risk
 7.41
  actual daily
 
 65 %
of total potential
 
6565
Expected Return
 0.14
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average ASCENDO INVERSIONES is performing at about 1% 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 ASCENDO INVERSIONES by adding it to a well-diversified portfolio.

ASCENDO INVERSIONES Alerts

Equity Alerts and Improvement Suggestions

ASCENDO INVERSIONES is not yet fully synchronised with the market data
ASCENDO INVERSIONES has very high historical volatility over the last 30 days
ASCENDO INVERSIONES has some characteristics of a very speculative penny stock
The fund maintains about 35.73% 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