Wellington Global (Ireland) Manager Performance Evaluation

IE00B6WXRZ21 -- Ireland Fund  

USD 11.70  0.03  0.26%

The entity maintains market beta of 0.0237 which attests that as returns on market increase, Wellington Global returns are expected to increase less than the market. However during bear market, the loss on holding Wellington Global will be expected to be smaller as well.. Although it is extremely important to respect Wellington Global Bond 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 Global Bond technical indicators you can presently evaluate if the expected return of 0.245% will be sustainable into the future.
Horizon     30 Days    Login   to change

Wellington Global Bond Relative Risk vs. Return Landscape

If you would invest  1,153  in Wellington Global Bond USD D Acc H on November 11, 2018 and sell it today you would earn a total of  17.00  from holding Wellington Global Bond USD D Acc H or generate 1.47% return on investment over 30 days. Wellington Global Bond USD D Acc H is generating 0.245% of daily returns and assumes 0.4175% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Wellington Global Bond USD D Acc H and 96% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Wellington Global Bond USD D Acc H is expected to generate 0.32 times more return on investment than the market. However, the company is 3.13 times less risky than the market. It trades about 0.59 of its potential returns per unit of risk. The DOW is currently generating roughly -0.04 per unit of risk.

Wellington Global Current Valuation

Not valued
December 11, 2018
Market Value
Real Value
Target Odds
Wellington Global is Unknown risk asset. Wellington Global Bond prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wellington Global Bond is $11.7. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Wellington Global Bond from examining fund fundamentals and technical indicators as well as its 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.

Wellington Global Market Risk Analysis

Sharpe Ratio = 0.5868
Good Returns
Average Returns
Small ReturnsIE00B6WXRZ21
Negative Returns

Wellington Global Relative Performance Indicators

Estimated Market Risk
  actual daily
 3 %
of total potential
Expected Return
  actual daily
 4 %
of total potential
Risk-Adjusted Return
  actual daily
 39 %
of total potential
Based on monthly moving average Wellington Global is performing at about 39% 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 Global by adding it to a well-diversified portfolio.

Wellington Global Performance Rating

Wellington Global Bond USD D Acc H Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wellington Global Bond USD D Acc H are ranked lower than 39 (%) of all funds and portfolios of funds over the last 30 days.

Wellington Global Alerts

Equity Alerts and Improvement Suggestions

Wellington Global is not yet fully synchronised with the market data
The fund retains about 27.6% of its assets under management (AUM) in cash

Wellington Global Performance Indicators

Wellington Global Bond Basic Price Performance Measures

Fifty Two Week Low11.4621
Fifty Two Week High11.5886
Annual Report Expense Ratio1.04%
Please also check Risk vs Return Analysis. Please also try Pattern Recognition module to use different pattern recognition models to time the market across multiple global exchanges.
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