Fiat Chrysler Automobiles
- Share
|
|
|
| 7.62% |
|
|
|
| 29.93% |
|
|
|
| 20.84% |
|
|
|
 |
Fund Details
| Status | WARNING | 10th Aug, 2018 | |
| Last Signal(s) | CLOSED LONG | 10th Aug, 2018 | |
| Inception | 20th Jul, 2015 | ||
| Investment type | ACTIVE | MID-TERM | |
| Benchmark | SPDR S&P 500 (SPY) | ||
Fiat Chrysler Automobiles N.V. (abbreviated as FCA) is an Italian-controlled multinational corporation incorporated in the Netherlands and currently the world’s seventh-largest auto maker.
The company’s portfolio includes automotive brands Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat Professional, Jeep, Lancia, Maserati, Ram Trucks and SRT. Ferrari was spun off from the group in 2016.
In 2015 worldwide shipments were 4.6 million units, revenues totaled €113.2 billion, up 18% (+6% at constant exchange rates, or CER), adjusted EBIT was €5.3 billion, up 40% and Adjusted net profit was €2.0 billion, up 91%.
Actual Portfolio Composition
| Cash |
Performance Last 12 Months
Equity Curve
Dividends distribution
| April, 2017 | ||
| Mon 24th | Ferrari | $0.68 |
Fund Performance
| Fund | Benchmark | +/- Benchmark | |
| Volatility (Since Inception) | 54.25% | 14.5% | 39.75% |
| Since Inception (20th July, 2015) | 113.26% | 32.1% | 81.16% |
| Year To Date | 7.62% | 6.11% | 1.51% |
| 1 Week | -0.31% | -0.52% | 0.21% |
| 1 Month | -5.54% | 1.36% | -6.9% |
| 3 Months | -13.73% | 3.73% | -17.46% |
| 6 Months | -9.36% | 6.72% | -16.08% |
| 1 Year | 29.93% | 14.85% | 15.08% |
| 3 Years | 113.26% | 40.6% | 72.66% |
| 3 Years (Annualized) | 28.72% | 12.03% | 16.69% |
| 5 Years | Not enough historical data. | ||
| 5 Years (Annualized) | Not enough historical data. | ||
| Since Inception (Annualized) (20th July, 2015) | 20.84% | 7.21% | 13.63% |
by Year
| Fund | Benchmark | +/- Benchmark | |
| 2018 | 7.62% | 8.95% | -1.34% |
| 2017 | 76.8% | 19.9% | 56.9% |
| 2016 | 12.08% | 12% | 0.09% |
| 2015 | 0% | 1.23% | -1.23% |
by Trimester
| Trim 1 | Trim 2 | Trim 3 | Trim 4 | |
| 2018 | 16.08% | 0.04% | -4.52% | 0% |
| 2017 | 18.21% | 3.3% | 40.83% | -1.64% |
| 2016 | 0% | 0% | 2.04% | 10.4% |
| 2015 | 0% | 0% | 0% | 0% |
by Month
| Fund | Benchmark | +/- Benchmark | |
| 2018 | |||
| August | -3.96% | 3.19% | -7.15% |
| July | -0.56% | 3.7% | -4.27% |
| June | -10.66% | 0.13% | -10.78% |
| May | 6.11% | 2.43% | 3.68% |
| April | 4.59% | 0.52% | 4.07% |
| March | -2.87% | -3.13% | 0.26% |
| February | -7.37% | -3.64% | -3.73% |
| January | 26.32% | 5.64% | 20.68% |
| 2017 | |||
| December | 1.65% | 0.7% | 0.95% |
| November | -3.75% | 3.06% | -6.8% |
| October | 0.45% | 2.36% | -1.9% |
| September | 9.45% | 1.51% | 7.94% |
| August | 16.6% | 0.29% | 16.31% |
| July | 14.78% | 2.06% | 12.72% |
| June | 0.04% | 0.64% | -0.6% |
| May | 0.33% | 0.92% | -0.59% |
| April | 2.93% | 0.99% | 1.94% |
| March | 3.55% | 0.12% | 3.42% |
| February | 1.09% | 3.93% | -2.84% |
| January | 13.57% | 1.79% | 11.78% |
| 2016 | |||
| December | 12.38% | 2.03% | 10.35% |
| November | -6.35% | 3.68% | -10.04% |
| October | 4.37% | -1.73% | 6.11% |
| September | 1.94% | 0.01% | 1.94% |
| August | 0.1% | 0.12% | -0.02% |
| July | 0% | 3.65% | -3.65% |
| June | 0% | 0.35% | -0.35% |
| May | 0% | 1.7% | -1.7% |
| April | 0% | 0.39% | -0.39% |
| March | 0% | 6.73% | -6.73% |
| February | 0% | -0.08% | 0.08% |
| January | 0% | -4.98% | 4.98% |
| 2015 | |||
| December | 0% | -1.73% | 1.73% |
| November | 0% | 0.37% | -0.37% |
| October | 0% | 8.51% | -8.51% |
| September | 0% | -2.55% | 2.55% |
| August | 0% | -6.1% | 6.1% |
| July | 0% | 2.26% | -2.26% |
Fund Statistics
| Sharpe Ratio | 0.69 | ||
| Expectancy | 24.68% | ||
| Fund Volatility | 54.25 | ||
| Benchmark Volatility (SPDR S&P 500 (SPY)) | 14.5% | ||
| GRAND TOTAL | |||
| Total Trades | 5 | 100% | |
| Winning Trades | 2 | 40% | |
| Losing Trades | 3 | 60% | |
| Odd Trades | 0 | 0% | |
| Max Winning Trade | 81.21% | ||
| Max Losing Trade | -2.13% | ||
| Average Winning Trade | 59.16% | ||
| Average Losing Trade | -1.69% | ||
| Total DrawDown | -3.97% | ||
| LONG ONLY | |||
| Long Trades | 5 | 100% | |
| Winning Trades | 2 | 40% | |
| Losing Trades | 3 | 60% | |
| Odd Trades | 0 | 0% | |
| Max Winning Trade | 81.21% | ||
| Max Losing Trade | -2.13% | ||
| Average Winning Trade | 59.16% | ||
| Average Losing Trade | -1.69% | ||
| DrawDown | -5.07% | ||
| SHORT ONLY | |||
| Short Trades | 0 | 0% | |
| Winning Trades | 0 | 0% | |
| Losing Trades | 0 | 0% | |
| Odd Trades | 0 | 0% | |
| Max Winning Trade | 0% | ||
| Max Losing Trade | 0% | ||
| Average Winning Trade | 0% | ||
| Average Losing Trade | 0% | ||
| DrawDown | 0% | ||
Open Trades
| Sym | Ent D. | Ent P. | Mkt P. | Fund PnL |
Historical Trades
| Sym | Ent D. | Ent P. | Cls | Mkt P. | Fund PnL |
| RACE | 126.18 | 120.63 | -1.1% | ||
| FCAU | 7.59 | 19.16 | 81.21% | ||
| FCAU | 7.2 | 6.92 | -2.13% | ||
| FCAU | 6.95 | 6.78 | -1.83% | ||
| RACE | 47.49 | 118 | 37.12% |