|F00000OWPF -- Ireland Fund|| |
USD 12.76 0.10 0.78%
The entity maintains market beta of -0.5757 which attests that as returns on market increase, returns on owning Wellington Strategic are expected to decrease at a much smaller rate. During bear market, Wellington Strategic is likely to outperform the market.. 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 1,276
in Wellington Strategic Eurp Eq N USD Acc on July 19, 2018
and sell it today you would earn a total of 0.00
from holding Wellington Strategic Eurp Eq N USD Acc or generate 0.0%
return on investment over 30
days. Wellington Strategic Eurp Eq N USD 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 N USD 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
August 18, 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 N USD Acc has generated negative risk-adjusted returns adding no value to fund investors.