Westwood Income Financial Statements From 2010 to 2024
| WHGIX Fund | USD 12.45 0.02 0.16% |
Check Westwood Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Income'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 Income Valuation or Volatility modules.
Westwood |
Westwood Income Opportunity Mutual Fund One Year Return Analysis
Westwood Income'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 Westwood Income One Year Return | 17.53 % |
Most of Westwood Income'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, Westwood Income Opportunity 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.
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Based on the recorded statements, Westwood Income Opportunity has an One Year Return of 17.5295%. This is much higher than that of the Westwood family and significantly higher than that of the Allocation--30% to 50% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Westwood Income Oppo Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Income's current stock value. Our valuation model uses many indicators to compare Westwood Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Income competition to find correlations between indicators driving Westwood Income's intrinsic value. More Info.Westwood Income Opportunity 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 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westwood Income Opportunity is roughly 6.85 . 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 Income's earnings, one of the primary drivers of an investment's value.About Westwood Income Financial Statements
Westwood Income investors use historical fundamental indicators, such as Westwood Income'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 Income. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying andor interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.
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 Income 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 Income security.
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