Wcm Small Cap Fund Price on June 14, 2023
| WCMNX Fund | USD 13.80 0.05 0.36% |
Below is the normalized historical share price chart for Wcm Small Cap extending back to October 30, 2019. 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 Wcm Small stands at 13.80, as last reported on the 28th of November, with the highest price reaching 13.80 and the lowest price hitting 13.80 during the day.
If you're considering investing in Wcm Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Wcm Mutual Fund to be very steady. Wcm Small Cap shows Sharpe Ratio of 0.0807, which attests that the fund had a 0.0807% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Wcm Small Cap, which you can use to evaluate the volatility of the fund. Please check out Wcm Small's Downside Deviation of 1.14, mean deviation of 0.9029, and Market Risk Adjusted Performance of 0.5138 to validate if the risk estimate we provide is consistent with the expected return of 0.1%.
Wcm Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wcm |
Sharpe Ratio = 0.0807
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| Cash | WCMNX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Wcm Small is performing at about 6% 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 Wcm Small by adding it to a well-diversified portfolio.
Wcm Small Valuation on June 14, 2023
It is possible to determine the worth of Wcm Small on a given historical date. On June 14, 2023 Wcm was worth 11.59 at the beginning of the trading date compared to the closed value of 11.59. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Wcm Small mutual fund. Still, in general, we apply an absolute valuation method to find Wcm Small'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 Wcm Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Wcm Small's related companies.
| Open | High | Low | Close | Volume | |
| 11.66 | 11.66 | 11.66 | 11.66 | 1.00 | |
06/14/2023 | 11.59 | 11.59 | 11.59 | 11.59 | 1.00 |
| 11.70 | 11.70 | 11.70 | 11.70 | 1.00 |
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Wcm Small Trading Date Momentum on June 14, 2023
| On June 15 2023 Wcm Small Cap was traded for 11.70 at the closing time. The highest daily price throughout the period was 11.70 and the lowest price was 11.70 . There was no trading activity during the period 1.0. Lack of trading volume on 06/15/2023 added to the next day price jump. The trading price change to closing price of the next trading day was 0.95% . The trading price change to current closing price is 1.73% . |
Wcm Small Cap Fundamentals Correlations and Trends
By evaluating Wcm Small'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 Wcm Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Wcm financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Wcm Small Mutual Fund history
Wcm Small 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 Wcm is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Wcm Small 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 Wcm Small stock prices may prove useful in developing a viable investing in Wcm Small
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization companies. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts .
Wcm Small Mutual Fund Technical Analysis
Wcm Small 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
Wcm Small Period Price Range
Low | November 28, 2024
| High |
0.00 | 0.00 |
Wcm Small 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.
Wcm Small November 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Wcm Small 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 Wcm Small shares will generate the highest return on investment. By undertsting and applying Wcm Small mutual fund market strength indicators, traders can identify Wcm Small Cap entry and exit signals to maximize returns
Wcm Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wcm Small's price direction in advance. Along with the technical and fundamental analysis of Wcm Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Wcm 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 | 0.0695 | |||
| Jensen Alpha | 0.0749 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.5038 |
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Other Information on Investing in Wcm Mutual Fund
Wcm Small financial ratios help investors to determine whether Wcm 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 Wcm with respect to the benefits of owning Wcm Small security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |