Wellington Oppoc (Ireland) Manager Performance Evaluation

F00000H5KU -- Ireland Fund  

EUR 17.12  0.20  1.15%

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 extremely important to respect Wellington Oppoc Emerg historical price patterns, it is better to be realistic regarding the information on 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 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Wellington Oppoc Emerg Relative Risk vs. Return Landscape

If you would invest  1,712  in Wellington Oppoc Emerg Mkt Dbt on October 14, 2018 and sell it today you would earn a total of  0.00  from holding Wellington Oppoc Emerg Mkt Dbt or generate 0.0% return on investment over 30 days. Wellington Oppoc Emerg Mkt Dbt 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 Wellington Oppoc Emerg Mkt Dbt and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Wellington Oppoc Current Valuation

Not valued
November 13, 2018
17.12
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 €17.12. 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 = 0.0
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F00000H5KU
Based on monthly moving average Wellington Oppoc 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 Wellington Oppoc by adding it to a well-diversified portfolio.

Wellington Oppoc Performance Rating

Wellington Oppoc Emerg Mkt Dbt Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Wellington Oppoc Emerg Mkt Dbt has generated negative risk-adjusted returns adding no value to fund investors.

Wellington Oppoc Alerts

Equity Alerts and Improvement Suggestions

Wellington Oppoc is not yet fully synchronised with the market data
The fund retains about 23.15% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Instant Ratings module to determine any equity ratings based on digital recommendations. macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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