Wellington Strategic (Ireland) Manager Performance Evaluation

F00000OWPE -- Ireland Fund  

EUR 17.76  0.04  0.22%

The entity maintains market beta of 0.0916 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 Landscape

If you would invest  1,776  in Wellington Strategic Eurp Eq D EUR Acc on August 22, 2018 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 Eurp Eq D EUR Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Wellington Strategic Current Valuation

Not valued
September 21, 2018
17.76
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 €17.76. 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
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F00000OWPE
Based on monthly moving average Wellington Strategic 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 Strategic by adding it to a well-diversified portfolio.

Wellington Strategic Performance Rating

Wellington Strategic Eurp Eq D EUR Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Wellington Strategic Eurp Eq D EUR Acc has generated negative risk-adjusted returns adding no value to fund investors.

Wellington Strategic Alerts

Equity Alerts and Improvement Suggestions

Wellington Strategic generates negative expected return over the last 30 days
The fund retains 98.45% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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