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 LandscapeIf 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 (%)
Wellington Glbl Market Risk Analysis
Sharpe Ratio = 0.0
Risk-Adjusted Fund PerformanceOver the last 30 days Wellington Glbl Strat Sov AUD T Acc H has generated negative risk-adjusted returns adding no value to fund investors.