Wellington Strategic (Ireland) Manager Performance Evaluation

F00000OWPE -- Ireland Fund  

EUR 17.63  0.10  0.57%

The entity maintains market beta of 0.1711 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 0.1141% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Wellington Strategic Relative Risk vs. Return Landscape

If you would invest  1,755  in Wellington Strategic Eurp Eq D EUR Acc on June 22, 2018 and sell it today you would earn a total of  8.00  from holding Wellington Strategic Eurp Eq D EUR Acc or generate 0.46% return on investment over 30 days. Wellington Strategic Eurp Eq D EUR Acc is generating 0.1141% of daily returns and assumes 0.309% volatility on return distribution over the 30 days horizon. Simply put, 2% of equities are less volatile than Wellington Strategic Eurp Eq D EUR Acc and 98% 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 Strategic Eurp Eq D EUR Acc is expected to generate 0.54 times more return on investment than the market. However, the company is 1.84 times less risky than the market. It trades about 0.37 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

Wellington Strategic Current Valuation

Not valued
July 22, 2018
17.63
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
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 €17.63. 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 = 0.3694
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Wellington Strategic Relative Performance Indicators

Estimated Market Risk
 0.31
  actual daily
 
 98 %
of total potential
  
Expected Return
 0.11
  actual daily
 
 2 %
of total potential
  
Risk-Adjusted Return
 0.37
  actual daily
 
 24 %
of total potential
  
Based on monthly moving average Wellington Strategic is performing at about 24% 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 Strategic by adding it to a well-diversified portfolio.

Performance Rating

Wellington Strategic Eurp Eq D EUR Acc Risk Adjusted Performance Analysis
24 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wellington Strategic Eurp Eq D EUR Acc are ranked lower than 24 (%) of all funds and portfolios of funds over the last 30 days.

Wellington Strategic Alerts

Equity Alerts and Improvement Suggestions
The fund retains 98.45% of its assets under management (AUM) in equities
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