Wasatch Small Cap Fund Price on November 25, 2024
| WICVX Fund | USD 12.69 0.03 0.24% |
Below is the normalized historical share price chart for Wasatch Small Cap extending back to January 31, 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 Wasatch Small stands at 12.69, as last reported on the 30th of November, with the highest price reaching 12.69 and the lowest price hitting 12.69 during the day.
If you're considering investing in Wasatch Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Wasatch Mutual Fund to be very steady. Wasatch Small Cap shows Sharpe Ratio of 0.14, which attests that the fund had a 0.14% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wasatch Small Cap, which you can use to evaluate the volatility of the fund. Please check out Wasatch Small's Downside Deviation of 1.1, mean deviation of 0.9038, and Market Risk Adjusted Performance of 0.0994 to validate if the risk estimate we provide is consistent with the expected return of 0.18%.
Wasatch Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wasatch |
Sharpe Ratio = 0.1421
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Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Wasatch Small is performing at about 11% 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 Wasatch Small by adding it to a well-diversified portfolio.
Wasatch Small Valuation on November 25, 2024
It is possible to determine the worth of Wasatch Small on a given historical date. On November 25, 2024 Wasatch was worth 12.82 at the beginning of the trading date compared to the closed value of 12.82. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Wasatch Small mutual fund. Still, in general, we apply an absolute valuation method to find Wasatch 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 Wasatch Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Wasatch Small's related companies.
| Open | High | Low | Close | Volume | |
| 12.64 | 12.64 | 12.64 | 12.64 | 1.00 | |
11/25/2024 | 12.82 | 12.82 | 12.82 | 12.82 | 1.00 |
| 12.73 | 12.73 | 12.73 | 12.73 | 1.00 |
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Wasatch Small Trading Date Momentum on November 25, 2024
| On November 26 2024 Wasatch Small Cap was traded for 12.73 at the closing time. The highest daily price throughout the period was 12.73 and the lowest price was 12.73 . There was no trading activity during the period 1.0. Lack of trading volume on 11/26/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.70% . The trading price change to current closing price is 1.01% . |
Wasatch Small Cap Fundamentals Correlations and Trends
By evaluating Wasatch 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 Wasatch Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Wasatch financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Wasatch Small Mutual Fund history
Wasatch 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 Wasatch is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Wasatch 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 Wasatch Small stock prices may prove useful in developing a viable investing in Wasatch Small
The fund invests primarily in small companies. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20 percent of its total assets at the time of purchase in securities issued by foreign companies .
Wasatch Small Mutual Fund Technical Analysis
Wasatch 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
Wasatch Small Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Wasatch 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.
Wasatch Small November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Wasatch 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 Wasatch Small shares will generate the highest return on investment. By undertsting and applying Wasatch Small mutual fund market strength indicators, traders can identify Wasatch Small Cap entry and exit signals to maximize returns
Wasatch Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wasatch Small's price direction in advance. Along with the technical and fundamental analysis of Wasatch Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Wasatch 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 | 0.0889 | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | 0.0062 | |||
| Treynor Ratio | 0.0894 |
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| Volume Indicators |
Other Information on Investing in Wasatch Mutual Fund
Wasatch Small 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 Small security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |