Wellington Oppoc (Ireland) Manager Performance Evaluation

F00000H5KU -- Ireland Fund  

EUR 17.39  0.33  1.93%

The entity maintains market beta of 0.0991 which attests that as returns on market increase, Wellington Oppoc returns are expected to increase less than the market. However during bear market, the loss on holding Wellington Oppoc will be expected to be smaller as well.. Although it is vital to follow to Wellington Oppoc Emerg historical price patterns, it is good to be conservative about what you can actually do with the information regarding equity current price history. The philosophy towards 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 examining Wellington Oppoc Emerg technical indicators you can presently evaluate if the expected return of 0.4836% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Wellington Oppoc Emerg Relative Risk vs. Return Landscape

If you would invest  1,706  in Wellington Oppoc Emerg Mkt Dbt on June 21, 2018 and sell it today you would earn a total of  33.00  from holding Wellington Oppoc Emerg Mkt Dbt or generate 1.93% return on investment over 30 days. Wellington Oppoc Emerg Mkt Dbt is generating 0.4836% of daily returns and assumes 0.9672% volatility on return distribution over the 30 days horizon. Simply put, 8% of equities are less volatile than Wellington Oppoc Emerg Mkt Dbt and 91% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Wellington Oppoc Emerg Mkt Dbt is expected to generate 1.65 times more return on investment than the market. However, the company is 1.65 times more volatile than its market benchmark. It trades about 0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.15 per unit of risk.

Wellington Oppoc Current Valuation

Not valued
July 21, 2018
17.39
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Wellington Oppoc is Unknown risk asset. Wellington Oppoc Emerg prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wellington Oppoc Emerg is €17.39. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Wellington Oppoc Emerg from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.

Wellington Oppoc Market Risk Analysis

Sharpe Ratio = 0.5
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Wellington Oppoc Relative Performance Indicators

Estimated Market Risk
 0.97
  actual daily
 
 92 %
of total potential
  
Expected Return
 0.48
  actual daily
 
 9 %
of total potential
  
Risk-Adjusted Return
 0.5
  actual daily
 
 33 %
of total potential
  
Based on monthly moving average Wellington Oppoc is performing at about 33% 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 Wellington Oppoc by adding it to a well-diversified portfolio.

Performance Rating

Wellington Oppoc Emerg Mkt Dbt Risk Adjusted Performance Analysis
33 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wellington Oppoc Emerg Mkt Dbt are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

Wellington Oppoc Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 23.15% of its assets under management (AUM) in cash
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