Walden Smid Cap Fund Price on December 26, 2024
| WASMX Fund | USD 25.47 0.14 0.55% |
Below is the normalized historical share price chart for Walden Smid Cap extending back to June 29, 2012. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Walden Smid stands at 25.47, as last reported on the 22nd of January, with the highest price reaching 25.47 and the lowest price hitting 25.47 during the day.
If you're considering investing in Walden Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Walden Mutual Fund to be very steady. Walden Smid Cap shows Sharpe Ratio of 0.0271, which attests that the fund had a 0.0271 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Walden Smid Cap, which you can use to evaluate the volatility of the fund. Please check out Walden Smid's Mean Deviation of 0.6806, market risk adjusted performance of 0.002, and Downside Deviation of 0.9356 to validate if the risk estimate we provide is consistent with the expected return of 0.0264%.
Walden Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Walden |
Sharpe Ratio = 0.0271
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| Negative Returns | WASMX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Walden Smid is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Walden Smid by adding it to a well-diversified portfolio.
Walden Smid Valuation on December 26, 2024
It is possible to determine the worth of Walden Smid on a given historical date. On December 26, 2024 Walden was worth 25.06 at the beginning of the trading date compared to the closed value of 25.06. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Walden Smid mutual fund. Still, in general, we apply an absolute valuation method to find Walden Smid's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Walden Smid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Walden Smid's related companies.
| Open | High | Low | Close | Volume | |
| 25.00 | 25.00 | 25.00 | 25.00 | 1.00 | |
12/26/2024 | 25.06 | 25.06 | 25.06 | 25.06 | 1.00 |
| 24.84 | 24.84 | 24.84 | 24.84 | 1.00 |
| Backtest Walden Smid | | | Walden Smid History | | | Walden Smid Valuation | Previous | Next |
Walden Smid Trading Date Momentum on December 26, 2024
| On December 27 2024 Walden Smid Cap was traded for 24.84 at the closing time. The highest daily price throughout the period was 24.84 and the lowest price was 24.84 . There was no trading activity during the period 1.0. Lack of trading volume on 12/27/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.88% . The trading price change to current closing price is 1.48% . |
Walden Smid Cap Fundamentals Correlations and Trends
By evaluating Walden Smid's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Walden Smid's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Walden financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Walden Smid Mutual Fund history
Walden Smid investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Walden is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Walden Smid Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Walden Smid stock prices may prove useful in developing a viable investing in Walden Smid
The fund invests at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance risks and opportunities may affect a companys revenues, expenses, assets, liabilities, and overall risk.
Walden Smid Mutual Fund Technical Analysis
Walden Smid technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Walden Smid Period Price Range
Low | January 22, 2025
| High |
0.00 | 0.00 |
Walden Smid Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Walden Smid January 22, 2025 Market Strength
Market strength indicators help investors to evaluate how Walden Smid mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Walden Smid shares will generate the highest return on investment. By undertsting and applying Walden Smid mutual fund market strength indicators, traders can identify Walden Smid Cap entry and exit signals to maximize returns
Walden Smid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Walden Smid's price direction in advance. Along with the technical and fundamental analysis of Walden Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Walden to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0066 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | (0.01) |
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Other Information on Investing in Walden Mutual Fund
Walden Smid financial ratios help investors to determine whether Walden 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 Walden with respect to the benefits of owning Walden Smid security.
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