CGWM Select (Ireland) Manager Performance Evaluation

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and CGWM Select are completely uncorrelated. Although it is extremely important to respect CGWM Select Bond historical returns, it is better to be realistic regarding the information on equity current trending patterns. The approach towards foreseeing 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 analyzing CGWM Select Bond technical indicators you can now evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days CGWM Select Bond A EUR H has generated negative risk-adjusted returns adding no value to fund investors. Even with considerably steady technical indicators, CGWM Select is not utilizing all of its potentials. The current stock price chaos, may contribute to medium term losses for the stakeholders.
Fifty Two Week Low94.24
Fifty Two Week High94.24
Horizon     30 Days    Login   to change

CGWM Select Bond Relative Risk vs. Return Landscape

If you would invest (100.00)  in CGWM Select Bond A EUR H on May 25, 2019 and sell it today you would earn a total of  100.00  from holding CGWM Select Bond A EUR H or generate -100.0% return on investment over 30 days. CGWM Select Bond A EUR 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 CGWM Select and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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CGWM Select Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average CGWM Select 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 CGWM Select by adding it to a well-diversified portfolio.

CGWM Select Alerts

Equity Alerts and Improvement Suggestions

CGWM Select Bond is not yet fully synchronised with the market data
CGWM Select Bond has some characteristics of a very speculative penny stock
See also Risk vs Return Analysis. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..