The entity maintains market beta of 0.0466 which attests that as returns on market increase, Waverton Global returns are expected to increase less than the market. However during bear market, the loss on holding Waverton Global will be expected to be smaller as well. . Although it is extremely important to respect Waverton 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 Waverton Global Bond technical indicators you can presently evaluate if the expected return of 0.1393% will be sustainable into the future.
|Horizon||30 Days Login to change|
Waverton Global Bond Relative Risk vs. Return LandscapeIf you would invest 957.00 in Waverton Global Bond I EUR Hedge Acc on December 18, 2018 and sell it today you would earn a total of 4.00 from holding Waverton Global Bond I EUR Hedge Acc or generate 0.42% return on investment over 30 days. Waverton Global Bond I EUR Hedge Acc is generating 0.1393% of daily returns and assumes 0.2413% volatility on return distribution over the 30 days horizon. Simply put, 2% of equities are less volatile than Waverton Global Bond and 98% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Waverton Global Current Valuation
Waverton Global is Unknown risk asset. Waverton Global Bond prevalent Real Value cannot be determined due to lack of data. The last-minute price of Waverton Global Bond is 9.61. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Waverton 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.
Waverton Global Market Risk Analysis
Sharpe Ratio = 0.5774
Waverton Global Relative Performance Indicators
Estimated Market Risk
Risk-Adjusted Fund PerformanceCompared to the overall equity markets, risk-adjusted returns on investments in Waverton Global Bond I EUR Hedge Acc are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.
|Fifty Two Week Low||9.6170|
|Fifty Two Week High||9.6170|