Wellington US (Ireland) Manager Performance Evaluation

F00000MQVQ -- Ireland Fund  

USD 16.14  0.01  0.06%

The entity maintains market beta of 0.0041 which attests that as returns on market increase, Wellington US returns are expected to increase less than the market. However during bear market, the loss on holding Wellington US will be expected to be smaller as well.. Although it is extremely important to respect Wellington US Core 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 US Core technical indicators you can presently evaluate if the expected return of 0.0155% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Wellington US Core Relative Risk vs. Return Landscape

If you would invest  1,612  in Wellington US Core HY Bd USD S Acc on June 22, 2018 and sell it today you would earn a total of  1.00  from holding Wellington US Core HY Bd USD S Acc or generate 0.06% return on investment over 30 days. Wellington US Core HY Bd USD S Acc is generating 0.0155% of daily returns and assumes 0.0781% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Wellington US Core HY Bd USD S Acc and 99% 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 US Core HY Bd USD S Acc is expected to generate 4.38 times less return on investment than the market. But when comparing it to its historical volatility, the company is 7.3 times less risky than the market. It trades about 0.2 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Wellington US Current Valuation

Not valued
July 22, 2018
16.14
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Wellington US is Unknown risk asset. Wellington US Core prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wellington US Core is $16.14. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Wellington US Core 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 US Market Risk Analysis

Sharpe Ratio = 0.1989
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F00000MQVQ
Based on monthly moving average Wellington US is performing at about 13% 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 US by adding it to a well-diversified portfolio.

Performance Rating

Wellington US Core HY Bd USD S Acc Risk Adjusted Performance Analysis
13 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wellington US Core HY Bd USD S Acc are ranked lower than 13 (%) of all funds and portfolios of funds over the last 30 days.

Wellington US Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 6.34% of its assets under management (AUM) in cash
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