The entity maintains market beta of 0.2427 which attests that as returns on market increase, Wellington Strategic returns are expected to increase less than the market. However during bear market, the loss on holding Wellington Strategic will be expected to be smaller as well. Although it is extremely important to respect Wellington Strategic 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 Strategic 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 Strategic Relative Risk vs. Return LandscapeIf you would invest 1,505 in Wellington Strategic Eurp Eq D EUR Acc on February 16, 2019 and sell it today you would earn a total of 0.00 from holding Wellington Strategic Eurp Eq D EUR Acc or generate 0.0% return on investment over 30 days. Wellington Strategic Eurp Eq D EUR 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 Strategic and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Wellington Strategic Current Valuation
Wellington Strategic is Unknown risk asset. Wellington Strategic prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wellington Strategic is 15.05. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Wellington Strategic 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 Strategic Market Risk Analysis
Sharpe Ratio = 0.0
Risk-Adjusted Fund PerformanceOver the last 30 days Wellington Strategic Eurp Eq D EUR Acc has generated negative risk-adjusted returns adding no value to fund investors.
|Fifty Two Week Low||17.5310|
|Fifty Two Week High||17.5310|
|Annual Report Expense Ratio||1.66%|