Wasatch Strategic Financials
| WASIX Fund | USD 11.56 0.25 2.12% |
Wasatch |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wasatch Strategic Fund Summary
Wasatch Strategic competes with Wasatch World, Wasatch International, Wasatch International, Wasatch Micro, and Wasatch Small. Under normal market conditions, the funds assets will be invested primarily in income-producing domestic and foreign securities, including equity securities and fixed-income securities of companies of all market capitalizations. Seven Canyons is traded on NASDAQ Exchange in the United States.Specialization | Foreign Small/Mid Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | ALPS Series Trust |
| Mutual Fund Family | Seven Canyons |
| Mutual Fund Category | Foreign Small/Mid Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 551 1700 |
| Currency | USD - US Dollar |
Wasatch Strategic Key Financial Ratios
Wasatch Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Strategic's current stock value. Our valuation model uses many indicators to compare Wasatch Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Strategic competition to find correlations between indicators driving Wasatch Strategic's intrinsic value. More Info.Wasatch Strategic Income is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 1.59 of Price To Book per Price To Earning. 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 Wasatch Strategic's earnings, one of the primary drivers of an investment's value.Wasatch Strategic Income Systematic Risk
Wasatch Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wasatch Strategic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Wasatch Strategic Income correlated with the market. If Beta is less than 0 Wasatch Strategic generally moves in the opposite direction as compared to the market. If Wasatch Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wasatch Strategic Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wasatch Strategic is generally in the same direction as the market. If Beta > 1 Wasatch Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Wasatch Strategic March 10, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wasatch Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wasatch Strategic Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wasatch Strategic Income based on widely used predictive technical indicators. In general, we focus on analyzing Wasatch Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wasatch Strategic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8452 | |||
| Information Ratio | 0.1197 | |||
| Maximum Drawdown | 3.17 | |||
| Value At Risk | (1.14) | |||
| Potential Upside | 1.66 |
Other Information on Investing in Wasatch Mutual Fund
Wasatch Strategic financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch Strategic security.
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