Westcore Flexible Financial Statements From 2010 to 2025
| WILTX Fund | USD 8.62 0.01 0.12% |
Check Westcore Flexible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westcore Flexible's main balance sheet or income statement drivers, such as , as well as many indicators such as . Westcore financial statements analysis is a perfect complement when working with Westcore Flexible Valuation or Volatility modules.
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Westcore Flexible Income Mutual Fund Three Year Return Analysis
Westcore Flexible's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Westcore Flexible Three Year Return | 2.71 % |
Most of Westcore Flexible's fundamental indicators, such as Three 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, Westcore Flexible Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Westcore Flexible Income has a Three Year Return of 2.7054%. This is much higher than that of the Segall Bryant & Hamill family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.
Westcore Flexible Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Flexible's current stock value. Our valuation model uses many indicators to compare Westcore Flexible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Flexible competition to find correlations between indicators driving Westcore Flexible's intrinsic value. More Info.Westcore Flexible Income is rated second in price to book among similar funds. It is rated second in price to sales among similar funds fabricating about 0.32 of Price To Sales per Price To Book. The ratio of Price To Book to Price To Sales for Westcore Flexible Income is roughly 3.15 . 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 Westcore Flexible's earnings, one of the primary drivers of an investment's value.About Westcore Flexible Financial Statements
Westcore Flexible investors use historical fundamental indicators, such as Westcore Flexible'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 Westcore Flexible. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets plus any borrowings for investment purposes in high yield securities. It may invest up to twenty-five percent in non-U.S. dollar-denominated securities.
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Other Information on Investing in Westcore Mutual Fund
Westcore Flexible financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Flexible security.
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