CGWM Select (Ireland) Manager Performance Evaluation

F00000W2P9 -- Ireland Fund  

GBp 111.00  1.00  0.89%

The organization shows Beta (market volatility) of -0.2578 which signifies that as returns on market increase, returns on owning CGWM Select are expected to decrease at a much smaller rate. During bear market, CGWM Select is likely to outperform the market. Although it is extremely important to respect CGWM Select Affinity historical returns, it is better to be realistic regarding the information on equity current trending patterns. The approach towards foreseeing 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 analyzing CGWM Select Affinity technical indicators you can now evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

CGWM Select Affinity Relative Risk vs. Return Landscape

If you would invest  11,100  in CGWM Select Affinity R Acc on February 19, 2019 and sell it today you would earn a total of  0.00  from holding CGWM Select Affinity R Acc or generate 0.0% return on investment over 30 days. CGWM Select Affinity R 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 CGWM Select and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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CGWM Select Current Valuation

Not valued
March 21, 2019
Market Value
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Odds Odds
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;111.0. 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 = 0.0
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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


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
The fund retains about 21.23% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.