Walthausen Small Financial Statements From 2010 to 2024
| WFICX Fund | USD 17.38 0.06 0.34% |
Check Walthausen Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Walthausen Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Walthausen financial statements analysis is a perfect complement when working with Walthausen Small Valuation or Volatility modules.
Walthausen |
Walthausen Small Cap Mutual Fund One Year Return Analysis
Walthausen Small's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Walthausen Small One Year Return | 31.17 % |
Most of Walthausen Small's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Walthausen Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Walthausen Small Cap has an One Year Return of 31.1679%. This is much higher than that of the Walthausen Funds family and significantly higher than that of the Small Value category. The one year return for all United States funds is notably lower than that of the firm.
Walthausen Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Walthausen Small's current stock value. Our valuation model uses many indicators to compare Walthausen Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Walthausen Small competition to find correlations between indicators driving Walthausen Small's intrinsic value. More Info.Walthausen Small Cap is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Walthausen Small Cap is roughly 12.01 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Walthausen Small's earnings, one of the primary drivers of an investment's value.About Walthausen Small Financial Statements
Walthausen Small investors use historical fundamental indicators, such as Walthausen Small's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Walthausen Small. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of small capitalization U.S. companies that the adviser believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of 2.5 billion or less at the time of purchase. Under normal circumstances, it will invest at least 80 percent of its net assets plus any borrowing for investment purposes in common stocks of small capitalization companies.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Walthausen Mutual Fund
Walthausen Small financial ratios help investors to determine whether Walthausen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walthausen with respect to the benefits of owning Walthausen Small security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |