The entity has beta of -0.1677 which indicates as returns on market increase, returns on owning SPW Strategic are expected to decrease at a much smaller rate. During bear market, SPW Strategic is likely to outperform the market. Although it is extremely important to respect SPW Strategic Invmt
current price movements, it is better to be realistic regarding the information on equity historical returns. The approach into measuring 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 evaluating SPW Strategic Invmt technical indicators
you can currently evaluate if the expected return of 0.0% will be sustainable into the future.
Risk-Adjusted Fund Performance
Over the last 30 days SPW Strategic Invmt Grd Bd A GBP has generated negative risk-adjusted returns adding no value to fund investors. Allthough quite persistent forward indicators, SPW Strategic is not utilizing all of its potentials. The current stock price mess, may contribute to short standing losses for the partners.
|Annual Report Expense Ratio||1.10%|
SPW Strategic Invmt Relative Risk vs. Return Landscape
If you would invest (100.00)
in SPW Strategic Invmt Grd Bd A GBP on March 21, 2019
and sell it today you would earn a total of 100.00
from holding SPW Strategic Invmt Grd Bd A GBP or generate -100.0%
return on investment over 30
days. SPW Strategic Invmt Grd Bd A GBP 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 SPW Strategic and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
SPW Strategic Current Valuation
April 20, 2019
SPW Strategic Market Risk Analysis
Sharpe Ratio = 0.0
Based on monthly moving average SPW Strategic 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 SPW Strategic
by adding it to a well-diversified