Westwood Strat (Ireland) Manager Performance Evaluation

F00000WJR7 -- Ireland Fund  

USD 1,109  3.33  0.30%

The entity maintains market beta of 0.0777 which attests that as returns on market increase, Westwood Strat returns are expected to increase less than the market. However during bear market, the loss on holding Westwood Strat will be expected to be smaller as well.. Although it is extremely important to respect Westwood Strat Glbl 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 Westwood Strat Glbl 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

Westwood Strat Glbl Relative Risk vs. Return Landscape

If you would invest  110,869  in Westwood Strat Glbl Convert F USD Acc H on August 23, 2018 and sell it today you would earn a total of  0.00  from holding Westwood Strat Glbl Convert F USD Acc H or generate 0.0% return on investment over 30 days. Westwood Strat Glbl Convert F USD Acc H 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 Westwood Strat Glbl Convert F USD Acc H and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Westwood Strat Current Valuation

Not valued
September 22, 2018
1,109
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Westwood Strat is Unknown risk asset. Westwood Strat Glbl prevalent Real Value cannot be determined due to lack of data. The last-minute price of Westwood Strat Glbl is $1108.69. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Macroaxis essentially calculates value of Westwood Strat Glbl from examining the fund technical indicators and Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.

Westwood Strat Market Risk Analysis

Sharpe Ratio = 0.0
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F00000WJR7
Based on monthly moving average Westwood Strat 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 Westwood Strat by adding it to a well-diversified portfolio.

Westwood Strat Performance Rating

Westwood Strat Glbl Convert F USD Acc H Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Westwood Strat Glbl Convert F USD Acc H has generated negative risk-adjusted returns adding no value to fund investors.

Westwood Strat Alerts

Equity Alerts and Improvement Suggestions

Westwood Strat Glbl generates negative expected return over the last 30 days
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