Wellington Global (Ireland) Manager Performance Evaluation

F00000OM8L -- Ireland Fund  

EUR 12.75  0.02  0.16%

The entity maintains market beta of -0.0518 which attests that as returns on market increase, returns on owning Wellington Global are expected to decrease at a much smaller rate. During bear market, Wellington Global is likely to outperform the market.. Even though it is essential to pay attention to Wellington Global historical price patterns, it is always good to be careful when utilizing equity current price history. Macroaxis philosophy towards determining future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Wellington Global exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Wellington Global Relative Risk vs. Return Landscape

If you would invest  1,309  in Wellington Global HY Bond S EU on November 15, 2018 and sell it today you would lose (34.00)  from holding Wellington Global HY Bond S EU or give up 2.6% of portfolio value over 30 days. Wellington Global HY Bond S EU is generating negative expected returns and assumes 1.0212% volatility on return distribution over the 30 days horizon. Simply put, 9% of equities are less volatile than Wellington Global HY Bond S EU 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 Global HY Bond S EU is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.25 times less risky than the market. the firm trades about -0.64 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 of returns per unit of risk over similar time horizon.

Wellington Global Current Valuation

Not valued
December 15, 2018
12.75
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Wellington Global is Unknown risk asset. Wellington Global prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wellington Global is €12.75. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Wellington Global 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 Global Market Risk Analysis

Sharpe Ratio = -0.6383
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Wellington Global Relative Performance Indicators

Estimated Market Risk
 1.02
  actual daily
 
 9 %
of total potential
 
9
Expected Return
 -0.65
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.64
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average Wellington Global 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 Global by adding it to a well-diversified portfolio.

Wellington Global Performance Rating

Wellington Global HY Bond S EU Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days Wellington Global HY Bond S EU has generated negative risk-adjusted returns adding no value to fund investors.

Wellington Global Alerts

Equity Alerts and Improvement Suggestions

Wellington Global is not yet fully synchronised with the market data
Wellington Global generates negative expected return over the last 30 days
The fund retains about 5.1% of its assets under management (AUM) in cash

Wellington Global Performance Indicators

Wellington Global Basic Price Performance Measures

Fifty Two Week Low13.2240
Fifty Two Week High13.2240
Annual Report Expense Ratio0.62%
Additionally see Investing Opportunities. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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