Wellington Global (Ireland) Alpha and Beta Analysis Overview

IE00B6WXRZ21 -- Ireland Fund  

USD 11.64  0.00  0.00%

This module allows you to check different measures of market premium for Wellington Global Bond USD D Acc H as well as systematic risk associated with investing in Wellington Global over a specified time horizon. Please also check Risk vs Return Analysis.
Horizon     30 Days    Login   to change
Symbol
Run Premiums

Wellington Global Market Premiums

α0.023169β0.02
30 days against DJI
Risk Adjusted Performance  

0.0

Jensen Alpha  

0.0

Total Risk Alpha  

0.0

Sortino Ratio  

0.0

Treynor Ratio  

0.0

Wellington Global Fundamentals

    
 Better Than Average     
    
 Worse Than Average Compare Wellington Global to competition

Wellington Global Fundamental Vs Peers

FundamentalsWellington GlobalPeer Average
One Year Return4.17 % 2.30 %
Three Year Return2.93 % 3.97 %
Net Asset1.44 B1.37 B
Minimum Initial Investment5 K8.09 M
Cash Position Weight27.60 % 14.48 %
Bond Positions Weight56.05 % 14.72 %

Wellington Global Opportunities

Wellington Global Return and Market Media

 Price Growth (%)  
      Timeline 

Current Sentiment - IE00B6WXRZ21

Wellington Global Bond Investor Sentiment

Macroaxis portfolio users are indifferent in their judgment towards investing in Wellington Global Bond USD D Acc H. What is your outlook on investing in Wellington Global Bond USD D Acc H? Are you bullish or bearish?
Bullish
Bearish
50% Bullish
50% Bearish
Skip

Build Diversified Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please also check Risk vs Return Analysis. Please also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.
Search macroaxis.com