Westwood Quality Financial Statements From 2010 to 2024
| WHGCX Fund | USD 22.93 0.06 0.26% |
Check Westwood Quality financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Quality's main balance sheet or income statement drivers, such as , as well as many indicators such as . Westwood financial statements analysis is a perfect complement when working with Westwood Quality Valuation or Volatility modules.
Westwood |
Westwood Quality Smallcap Mutual Fund Ten Year Return Analysis
Westwood Quality's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Westwood Quality Ten Year Return | 8.44 % |
Most of Westwood Quality's fundamental indicators, such as Ten 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, Westwood Quality Smallcap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Westwood Quality Smallcap has a Ten Year Return of 8.44%. This is much higher than that of the Westwood family and significantly higher than that of the Small Blend category. The ten year return for all United States funds is notably lower than that of the firm.
Westwood Quality Smallcap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Quality's current stock value. Our valuation model uses many indicators to compare Westwood Quality value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Quality competition to find correlations between indicators driving Westwood Quality's intrinsic value. More Info.Westwood Quality Smallcap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 1,405 of Year To Date Return per Annual Yield. 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 Westwood Quality's earnings, one of the primary drivers of an investment's value.About Westwood Quality Financial Statements
Westwood Quality investors use historical fundamental indicators, such as Westwood Quality'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 Westwood Quality. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds , real estate investment trusts and master limited partnerships.
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 Westwood Mutual Fund
Westwood Quality financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Quality security.
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