Westcore Orado Tax Exempt Fund Price on December 4, 2024
| WICOX Fund | USD 10.59 0.01 0.09% |
Below is the normalized historical share price chart for Westcore Orado Tax Exempt extending back to June 09, 2016. 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 Westcore Orado stands at 10.59, as last reported on the 12th of December 2024, with the highest price reaching 10.59 and the lowest price hitting 10.59 during the day.
If you're considering investing in Westcore Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Westcore Mutual Fund to be very steady. Westcore Orado Tax shows Sharpe Ratio of 0.0166, which attests that the fund had a 0.0166% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Westcore Orado Tax, which you can use to evaluate the volatility of the fund. Please check out Westcore Orado's Mean Deviation of 0.1102, downside deviation of 0.2977, and Market Risk Adjusted Performance of 0.1102 to validate if the risk estimate we provide is consistent with the expected return of 0.0032%.
Westcore Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westcore |
Sharpe Ratio = 0.0166
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Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Westcore Orado is performing at about 1% 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 Westcore Orado by adding it to a well-diversified portfolio.
Westcore Orado Valuation on December 4, 2024
It is possible to determine the worth of Westcore Orado on a given historical date. On December 4, 2024 Westcore was worth 10.61 at the beginning of the trading date compared to the closed value of 10.61. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westcore Orado mutual fund. Still, in general, we apply an absolute valuation method to find Westcore Orado'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 Westcore Orado where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westcore Orado's related companies.
| Open | High | Low | Close | Volume | |
| 10.60 | 10.60 | 10.60 | 10.60 | 1.00 | |
12/04/2024 | 10.61 | 10.61 | 10.61 | 10.61 | 1.00 |
| 10.61 | 10.61 | 10.61 | 10.61 | 1.00 |
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Westcore Orado Trading Date Momentum on December 4, 2024
| On December 05 2024 Westcore Orado Tax Exempt was traded for 10.61 at the closing time. The highest daily price throughout the period was 10.61 and the lowest price was 10.61 . There was no trading activity during the period 1.0. Lack of trading volume on 12/05/2024 had no short-term effect on price fluctuation. The trading price change to current closing price is 0.19% . |
Westcore Orado Tax Fundamentals Correlations and Trends
By evaluating Westcore Orado'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 Westcore Orado's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Westcore financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Westcore Orado Mutual Fund history
Westcore Orado 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 Westcore is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Westcore Orado Tax 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 Westcore Orado stock prices may prove useful in developing a viable investing in Westcore Orado
The fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in securities, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moodys or Standard Poors. The fund is non-diversified.
Westcore Orado Mutual Fund Technical Analysis
Westcore Orado 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
Westcore Orado Period Price Range
Low | December 12, 2024
| High |
0.00 | 0.00 |
Westcore Orado Tax Exempt 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.
Westcore Orado December 12, 2024 Market Strength
Market strength indicators help investors to evaluate how Westcore Orado 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 Westcore Orado shares will generate the highest return on investment. By undertsting and applying Westcore Orado mutual fund market strength indicators, traders can identify Westcore Orado Tax Exempt entry and exit signals to maximize returns
Westcore Orado Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westcore Orado's price direction in advance. Along with the technical and fundamental analysis of Westcore Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Westcore 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 | (0.02) | |||
| Jensen Alpha | 0.001 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.41) | |||
| Treynor Ratio | 0.1002 |
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Other Information on Investing in Westcore Mutual Fund
Westcore Orado 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 Orado security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |