Wellington (Ireland) Manager Performance Evaluation

F00000MQVQ -- Ireland Fund  

USD 15.55  0.32  2.02%

The entity maintains market beta of -0.0785 which attests that as returns on market increase, returns on owning Wellington are expected to decrease at a much smaller rate. During bear market, Wellington is likely to outperform the market. 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 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Wellington US Core Relative Risk vs. Return Landscape

If you would invest  1,555  in Wellington US Core HY Bd USD S Acc on February 21, 2019 and sell it today you would earn a total of  0.00  from holding Wellington US Core HY Bd USD S Acc or generate 0.0% return on investment over 30 days. Wellington US Core HY Bd USD S Acc 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 and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Wellington Current Valuation

Not valued
March 23, 2019
Market Value
Real Value
Target Odds
Odds Odds
Wellington 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 $15.55. 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 Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Wellington 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 by adding it to a well-diversified portfolio.

Wellington Performance Rating

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


Risk-Adjusted Fund Performance

Over the last 30 days Wellington US Core HY Bd USD S Acc has generated negative risk-adjusted returns adding no value to fund investors.

Wellington Alerts

Equity Alerts and Improvement Suggestions

Wellington US Core is not yet fully synchronised with the market data
The fund retains about 6.34% of its assets under management (AUM) in cash

Wellington Performance Indicators

Wellington US Core Basic Price Performance Measures

Annual Report Expense Ratio0.52%
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