Waverton Cautiousome (Ireland) Manager Performance Evaluation

F00000U4I2 -- Ireland Fund  

 1,129  3.00  0.27%

The entity maintains market beta of -0.0334 which attests that as returns on market increase, returns on owning Waverton Cautiousome are expected to decrease at a much smaller rate. During bear market, Waverton Cautiousome is likely to outperform the market.. Although it is extremely important to respect Waverton Cautiousome 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 Waverton Cautiousome 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

Waverton Cautiousome Relative Risk vs. Return Landscape

If you would invest  112,900  in Waverton Cautiousome P GBP on September 17, 2018 and sell it today you would earn a total of  0.00  from holding Waverton Cautiousome P GBP or generate 0.0% return on investment over 30 days. Waverton Cautiousome P GBP 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 Waverton Cautiousome P GBP and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Waverton Cautiousome Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Waverton Cautiousome 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 Waverton Cautiousome by adding it to a well-diversified portfolio.

Waverton Cautiousome Performance Rating

Waverton Cautiousome P GBP Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Waverton Cautiousome P GBP has generated negative risk-adjusted returns adding no value to fund investors.

Waverton Cautiousome Alerts

Equity Alerts and Improvement Suggestions

Waverton Cautiousome is not yet fully synchronised with the market data
Additionally see Investing Opportunities. Please also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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