Wellington Strategic (Ireland) Alpha and Beta Analysis Overview

F00000OWPF -- Ireland Fund  

USD 12.76  0.10  0.78%

This module allows you to check different measures of market premium for Wellington Strategic Eurp Eq N USD Acc as well as systematic risk associated with investing in Wellington Strategic over a specified time horizon. Additionally see Investing Opportunities.
 Time Horizon     30 Days    Login   to change
Run Premiums

Wellington Strategic Market Premiums

30 days against DJI
Risk Adjusted Performance  


Jensen Alpha  


Total Risk Alpha  


Sortino Ratio  


Treynor Ratio  


Wellington Strategic Fundamentals

 Better Than Average     
 Worse Than Average Compare Wellington Strategic to competition

Wellington Strategic Fundamental Vs Peers

FundamentalsWellington StrategicPeer Average
Minimum Initial Investment5 K8.09 M
Cash Position Weight1.55 % 14.48 %
Equity Positions Weight98.45 % 40.68 %

Wellington Strategic Opportunities

Wellington Strategic Return and Market Media

The median price of Wellington Strategic for the period between Tue, Jul 17, 2018 and Thu, Aug 16, 2018 is 12.82190037 with a coefficient of variation of 69.95. The daily time series for the period is distributed with a sample standard deviation of 6.2, arithmetic mean of 8.86, and mean deviation of 5.64. The Fund did not receive any noticable media coverage during the period.
 Price Growth (%)  

Current Sentiment - F00000OWPF

Wellington Strategic Investor Sentiment
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Additionally see Investing Opportunities. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.