Wellington Global (Ireland) Manager Performance Evaluation

F00000OM8L -- Ireland Fund  

EUR 13.15  0.05  0.38%

The entity maintains market beta of -0.039 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.. Although it is extremely important to respect Wellington Global HY 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 Global HY technical indicators you can presently evaluate if the expected return of 0.2496% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Wellington Global HY Relative Risk vs. Return Landscape

If you would invest  1,302  in Wellington Global HY Bond S EU on July 16, 2018 and sell it today you would earn a total of  13.00  from holding Wellington Global HY Bond S EU or generate 1.0% return on investment over 30 days. Wellington Global HY Bond S EU is generating 0.2496% of daily returns and assumes 0.4993% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than Wellington Global HY Bond S EU and 96% 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 generate 1.13 times more return on investment than the market. However, the company is 1.13 times more volatile than its market benchmark. It trades about 0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of risk.

Wellington Global Current Valuation

Not valued
August 15, 2018
13.15
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Wellington Global is Unknown risk asset. Wellington Global HY prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wellington Global HY is €13.15. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Wellington Global HY 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 = 0.5
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Wellington Global Relative Performance Indicators

Estimated Market Risk
 0.5
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.25
  actual daily
 
 4 %
of total potential
  
Risk-Adjusted Return
 0.5
  actual daily
 
 33 %
of total potential
  
Based on monthly moving average Wellington Global is performing at about 33% 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.

Performance Rating

Wellington Global HY Bond S EU Risk Adjusted Performance Analysis
33 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wellington Global HY Bond S EU are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

Wellington Global Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 5.1% of its assets under management (AUM) in cash
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