Wellington Glbl (Ireland) Manager Performance Evaluation

F00000WLTL -- Ireland Fund  

AUD 10.23  0.02  0.20%

The entity maintains market beta of 0.0086 which attests that as returns on market increase, Wellington Glbl returns are expected to increase less than the market. However during bear market, the loss on holding Wellington Glbl will be expected to be smaller as well. . Although it is extremely important to respect Wellington Glbl Strat 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 Wellington Glbl Strat 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

Wellington Glbl Strat Relative Risk vs. Return Landscape

If you would invest  1,023  in Wellington Glbl Strat Sov AUD T Acc H on December 16, 2018 and sell it today you would earn a total of  0.00  from holding Wellington Glbl Strat Sov AUD T Acc H or generate 0.0% return on investment over 30 days. Wellington Glbl Strat Sov AUD T 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 Wellington Glbl Strat and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Wellington Glbl Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Wellington Glbl 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 Wellington Glbl by adding it to a well-diversified portfolio.

Wellington Glbl Performance Rating

Wellington Glbl Strat Sov AUD T Acc H Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Wellington Glbl Strat Sov AUD T Acc H has generated negative risk-adjusted returns adding no value to fund investors.

Wellington Glbl Alerts

Equity Alerts and Improvement Suggestions

Wellington Glbl is not yet fully synchronised with the market data
Wellington Glbl generates negative expected return over the last 30 days
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