Westwood Alternative Financials
| WWACX Fund | USD 9.71 0.01 0.10% |
Westwood |
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.
Westwood Alternative Fund Summary
Westwood Alternative competes with Firsthand Alternative, Short Oil, Oil Gas, and Goehring Rozencwajg. The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.Specialization | Relative Value Arbitrage, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ultimus Managers Trust |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Relative Value Arbitrage |
| Benchmark | Dow Jones Industrial |
| Phone | 877 386 3944 |
| Currency | USD - US Dollar |
Westwood Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Alternative's current stock value. Our valuation model uses many indicators to compare Westwood Alternative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Alternative competition to find correlations between indicators driving Westwood Alternative's intrinsic value. More Info.Westwood Alternative Income is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 109.58 of One Year 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 Alternative's earnings, one of the primary drivers of an investment's value.Westwood Alternative Systematic Risk
Westwood Alternative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westwood Alternative 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Westwood Alternative correlated with the market. If Beta is less than 0 Westwood Alternative generally moves in the opposite direction as compared to the market. If Westwood Alternative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westwood Alternative is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westwood Alternative is generally in the same direction as the market. If Beta > 1 Westwood Alternative moves generally in the same direction as, but more than the movement of the benchmark.
Westwood Alternative November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westwood Alternative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westwood Alternative Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westwood Alternative Income based on widely used predictive technical indicators. In general, we focus on analyzing Westwood Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Westwood Alternative's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1226 | |||
| Information Ratio | (1.22) | |||
| Maximum Drawdown | 0.4152 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1047 |
Other Information on Investing in Westwood Mutual Fund
Westwood Alternative 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 Alternative security.
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