WEL OP (Ireland) Manager Performance Evaluation

11437840 -- Ireland Fund  

CHF 13.33  0.42  3.25%

The entity maintains market beta of 1.5417 which attests that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, WEL OP will likely underperform. 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.

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. Despite somewhat strong basic indicators, WEL OP is not utilizing all of its potentials. The prevalent stock price disturbance, may contribute to short term losses for the investors.
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 June 17, 2019 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 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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WEL OP Market Risk Analysis

Sharpe Ratio = 0.0
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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.

WEL OP Alerts

Equity Alerts and Improvement Suggestions

WEL OP EM is not yet fully synchronised with the market data
WEL OP EM generates negative expected return over the last 30 days
Check also Trending Equities. Please also try Money Flow Index module to determine momentum by analyzing money flow index and other technical indicators.
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