Westwood Strat (Ireland) Manager Performance Evaluation

F00000WJR7 -- Ireland Fund  

USD 1,123  0.00  0.00%

The entity maintains market beta of 0.0449 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.. Even though it is essential to pay attention to Westwood Strat Glbl historical price patterns, it is always good to be careful when utilizing equity current price history. Macroaxis philosophy towards determining 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. Westwood Strat Glbl exposes twenty different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Westwood Strat Glbl Relative Risk vs. Return Landscape

If you would invest  112,502  in Westwood Strat Glbl Convert F USD Acc H on June 18, 2018 and sell it today you would lose (194.00)  from holding Westwood Strat Glbl Convert F USD Acc H or give up 0.17% of portfolio value over 30 days. Westwood Strat Glbl Convert F USD Acc H is generating negative expected returns and assumes 0.0862% 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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Assuming 30 trading days horizon, Westwood Strat Glbl Convert F USD Acc H is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 7.32 times less risky than the market. the firm trades about -0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 of returns per unit of risk over similar time horizon.

Westwood Strat Current Valuation

Not valued
July 18, 2018
1,123
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 $1123.08. 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 = -0.5
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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.

Performance Rating

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