CGWM Select (Ireland) Manager Performance Evaluation

F00000W2P9 -- Ireland Fund  

GBp 118.00  2.00  1.67%

The organization shows Beta (market volatility) of 0.0932 which signifies that as returns on market increase, CGWM Select returns are expected to increase less than the market. However during bear market, the loss on holding CGWM Select will be expected to be smaller as well.. Even though it is essential to pay attention to CGWM Select Affinity historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis approach towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. CGWM Select Affinity R Acc exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

CGWM Select Affinity Relative Risk vs. Return Landscape

If you would invest  12,100  in CGWM Select Affinity R Acc on September 22, 2018 and sell it today you would lose (300.00)  from holding CGWM Select Affinity R Acc or give up 2.48% of portfolio value over 30 days. CGWM Select Affinity R Acc is generating negative expected returns and assumes 0.7446% volatility on return distribution over the 30 days horizon. Simply put, 6% of equities are less volatile than CGWM Select Affinity R Acc and 99% 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, CGWM Select Affinity R Acc is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.42 times less risky than the market. the firm trades about -0.67 of its potential returns per unit of risk. The DOW is currently generating roughly -0.19 of returns per unit of risk over similar time horizon.

CGWM Select Current Valuation

Not valued
October 22, 2018
118.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
CGWM Select is Unknown risk asset. CGWM Select Affinity prevailing Real Value cannot be determined due to lack of data. The current price of CGWM Select Affinity is p;118.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of CGWM Select Affinity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point future time assets prices and their ongoing real values will blend.

CGWM Select Market Risk Analysis

Sharpe Ratio = -0.6696
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CGWM Select Relative Performance Indicators

Estimated Market Risk
 0.74
  actual daily
 
 94 %
of total potential
  
Expected Return
 -0.5
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.67
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average CGWM Select 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 CGWM Select by adding it to a well-diversified portfolio.

CGWM Select Performance Rating

CGWM Select Affinity R Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days CGWM Select Affinity R Acc has generated negative risk-adjusted returns adding no value to fund investors.

CGWM Select Alerts

Equity Alerts and Improvement Suggestions

CGWM Select Affinity is not yet fully synchronised with the market data
CGWM Select Affinity generates negative expected return over the last 30 days
The fund retains about 21.23% of its assets under management (AUM) in cash
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