ACCIONES ASTANES (Spain) Manager Performance Evaluation

AA
S3388 -- Spain Fund  

EUR 14.25  1.15  7.47%

The entity owns a Beta (Systematic Risk) of 0.0531, which signifies that as returns on market increase, ACCIONES ASTANES returns are expected to increase less than the market. However, during bear market, the loss on holding ACCIONES ASTANES will be expected to be smaller as well. Even though it is essential to pay attention to ACCIONES ASTANES INV existing price patterns, it is always good to be careful when utilizing equity price patterns. Macroaxis approach to foreseeing 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. ACCIONES ASTANES exposes twenty-one different technical indicators, which can help you to evaluate its performance.

Search Fund Performance

 
Refresh
00

Risk-Adjusted Fund Performance

Over the last 30 days ACCIONES ASTANES INVERSIONES has generated negative risk-adjusted returns adding no value to fund investors. Even with latest weak performance, the Fund's technical indicators remain steady and the new chaos on Wall Street may also be a sign of medium term gains for the fund venture stakeholders.
Fifty Two Week Low13.01
Fifty Two Week High15.44

ACCIONES ASTANES Relative Risk vs. Return Landscape

If you would invest  1,540  in ACCIONES ASTANES INVERSIONES on April 25, 2020 and sell it today you would lose (115.00)  from holding ACCIONES ASTANES INVERSIONES or give up 7.47% of portfolio value over 30 days. ACCIONES ASTANES INVERSIONES is generating negative expected returns and assumes 1.1832% volatility on return distribution over the 30 days horizon. Simply put, 10% of equities are less volatile than ACCIONES ASTANES 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, ACCIONES ASTANES is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 3.46 times less risky than the market. the firm trades about -0.11 of its potential returns per unit of risk. The DOW is currently generating roughly -0.02 of returns per unit of risk over similar time horizon.

ACCIONES ASTANES Current Valuation

Fairly Valued
Today
14.25
25th of May 2020
14.24
Real Value
15.42
Upside
ACCIONES ASTANES is very steady asset. ACCIONES ASTANES INV owns a latest Real Value of €14.24 per share. The recent price of the fund is €14.25. At this time the entity appears to be fairly valued. We determine the value of ACCIONES ASTANES INV from examining 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 at some future date instruments prices and their ongoing real values will grow together.
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.0514.1714.29
Details
Hype
Prediction
LowEstimated ValueHigh
13.0714.2515.43
Details
Naive
Forecast
LowNext ValueHigh
13.3714.5615.74
Details

ACCIONES ASTANES Market Risk Analysis

Sharpe Ratio = -0.1133
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsS3388

ACCIONES ASTANES Performance Indicators

Estimated Market Risk
 1.18
  actual daily
 
 10 %
of total potential
 
1010
Expected Return
 -0.13
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.11
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average ACCIONES ASTANES 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 ACCIONES ASTANES by adding it to a well-diversified portfolio.

ACCIONES ASTANES Alerts

Equity Alerts and Improvement Suggestions

ACCIONES ASTANES INV generates negative expected return over the last 30 days
The fund maintains about 18.13% of its assets in cash
Additionally, take a look at World Market Map. Please also try Headlines Timeline module to stay connected to all market stories and filter out noise. drill down to analyze hype elasticity.
Company logos by clearbit
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