Wellington Global (Ireland) Manager Performance Evaluation

The entity maintains market beta of 0.0 which attests that the returns on MARKET and Wellington Global are completely uncorrelated. Although it is extremely important to respect Wellington Global Crdt 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 Crdt technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Wellington Global Crdt Pls G GBP Dis H has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound fundamental drivers, Wellington Global is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
Fifty Two Week Low10.71
Fifty Two Week High10.75
Annual Report Expense Ratio0.36%
Horizon     30 Days    Login   to change

Wellington Global Crdt Relative Risk vs. Return Landscape

If you would invest  0.00  in Wellington Global Crdt Pls G GBP Dis H on May 20, 2019 and sell it today you would earn a total of  0.00  from holding Wellington Global Crdt Pls G GBP Dis H or generate 0.0% return on investment over 30 days. Wellington Global Crdt Pls G GBP Dis 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 Global and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Wellington Global Market Risk Analysis

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

Wellington Global Alerts

Equity Alerts and Improvement Suggestions

Wellington Global is not yet fully synchronised with the market data
Wellington Global has some characteristics of a very speculative penny stock
The fund retains about 22.52% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Search macroaxis.com