Wellington Global (Ireland) Manager Performance Evaluation

F00000OM8L -- Ireland Fund  

EUR 13.20  0.01  0.08%

The entity maintains market beta of 0.0 which attests that the returns on MARKET and Wellington Global are completely uncorrelated. Although it is extremely important to respect Wellington Global 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 technical indicators you can presently evaluate if the expected return of 0.1013% will be sustainable into the future.
Horizon     30 Days    Login   to change

Wellington Global Relative Risk vs. Return Landscape

If you would invest  1,316  in Wellington Global HY Bond S EU on September 16, 2018 and sell it today you would earn a total of  4.00  from holding Wellington Global HY Bond S EU or generate 0.3% return on investment over 30 days. Wellington Global HY Bond S EU is generating 0.1013% of daily returns and assumes 0.1755% volatility on return distribution over the 30 days horizon. Simply put, 1% 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 generate 0.16 times more return on investment than the market. However, the company is 6.16 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

Wellington Global Current Valuation

Not valued
October 16, 2018
13.20
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 €13.2. 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 = 0.5774
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashF00000OM8LAverage
Risk
High
Risk
Huge
Risk
Negative Returns

Wellington Global Relative Performance Indicators

Estimated Market Risk
 0.18
  actual daily
 
 99 %
of total potential
  
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Wellington Global is performing at about 38% 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

38 

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 38 (%) of all funds and portfolios of funds over the last 30 days.

Wellington Global Alerts

Equity Alerts and Improvement Suggestions

Wellington Global is not yet fully synchronised with the market data
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 Low13.2213
Fifty Two Week High13.2319
Annual Report Expense Ratio0.62%
Additionally see Investing Opportunities. Please also try Equity Search module to search for activelly-traded equities including funds and etfs from over 30 global markets.
Search macroaxis.com