|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.
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.
Daily Expected Return (%)
Wellington Strategic Current Valuation
September 21, 2018
Wellington Strategic Market Risk Analysis
Sharpe Ratio = 0.0
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
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.