Fiat Chrysler Automobiles


YTD
15.55%
1YR
98.16%
SI (ann.)
23.01%
RISK

Fund Details
Status WARNING 8th Jan, 2018
Last Signal(s) OPEN LONG 10th Nov, 2016
Inception 20th Jul, 2015
Investment type ACTIVE MID-TERM
Benchmark SPDR S&P 500 (SPY)
Fund Description

OHF Team

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
Cash21.7%
Fiat Chrysler Automobiles53.3%
Ferrari 25%
Performance Last 12 Months
Equity Curve
Dividends distribution
April, 2017
Mon 24th Ferrari $0.68
Fund Performance
  Fund Benchmark +/- Benchmark
Volatility (Since Inception)   35.47% 11.55% 23.92%
Since Inception (20th July, 2015) 128.99% 27.79% 101.2%
Year To Date 15.55% 2.65% 12.9%
1 Week 0% 0% 0%
1 Month 13.54% 2.13% 11.41%
3 Months 12.65% 7.3% 5.35%
6 Months 51.45% 11.56% 39.89%
1 Year 98.16% 21.6% 76.56%
3 Years Not enough historical data.
3 Years (Annualized) Not enough historical data.
5 Years Not enough historical data.
5 Years (Annualized) Not enough historical data.
Since Inception (Annualized) (20th July, 2015) 23.01% 6.32% 16.69%
by Year
  Fund Benchmark +/- Benchmark
2018 15.55% 4.14% 11.41%
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 15.55% 0% 0% 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
    January 15.55% 4.14% 11.41%
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 0.78
Expectancy 37.98%
Fund Volatility 35.47
Benchmark Volatility (SPDR S&P 500 (SPY)) 11.55%
GRAND TOTAL
Total Trades 4 100%
Winning Trades 2 50%
Losing Trades 2 50%
Odd Trades 0 0%
Max Winning Trade 110.9%
Max Losing Trade -2.13%
Average Winning Trade 73.97%
Average Losing Trade -1.98%
Total DrawDown -3.97%
LONG ONLY
Long Trades 4 100%
Winning Trades 2 50%
Losing Trades 2 50%
Odd Trades 0 0%
Max Winning Trade 110.9%
Max Losing Trade -2.13%
Average Winning Trade 73.97%
Average Losing Trade -1.98%
DrawDown -3.97%
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
L FCAU 10 Nov 16 7.59 23.39 110.9%
L RACE 10 Aug 16 47.49 117.84 37.03%
Historical Trades
Sym Ent D. Ent P. Cls Mkt P. Fund PnL
FCAU 7 Nov 16 7.2 9 Nov 16 6.92 -2.13%
FCAU 26 Oct 16 6.95 2 Nov 16 6.78 -1.83%