WEL OP (Ireland) Manager Performance Evaluation

11437840 -- Ireland Fund  

CHF 13.33  0.42  3.25%

The entity maintains market beta of 0.8031 which attests that as returns on market increase, WEL OP returns are expected to increase less than the market. However during bear market, the loss on holding WEL OP will be expected to be smaller as well.. Although it is extremely important to respect WEL OP EM historical price patterns, it is better to be realistic regarding the information on equity current price history. The approach into determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By reviewing WEL OP EM technical indicators you can now evaluate if the expected return of 0.0% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

WEL OP EM Relative Risk vs. Return Landscape

If you would invest  1,333  in WEL OP EM CHF S AC on July 16, 2018 and sell it today you would earn a total of  0.00  from holding WEL OP EM CHF S AC or generate 0.0% return on investment over 30 days. WEL OP EM CHF S AC is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than WEL OP EM CHF S AC and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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WEL OP Market Risk Analysis

Sharpe Ratio = 0.0
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11437840
Based on monthly moving average WEL OP 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 WEL OP by adding it to a well-diversified portfolio.

Performance Rating

WEL OP EM CHF S AC Risk Adjusted Performance Analysis
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Risk-Adjusted Fund Performance

Over the last 30 days WEL OP EM CHF S AC has generated negative risk-adjusted returns adding no value to fund investors.
Check also Trending Equities. Please also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.