Westwood Quality Allcap Fund Price on May 31, 2023
| WQAIX Fund | USD 12.69 0.01 0.08% |
If you're considering investing in Westwood Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Westwood Quality stands at 12.69, as last reported on the 1st of December, with the highest price reaching 12.69 and the lowest price hitting 12.69 during the day. At this stage we consider Westwood Mutual Fund to be very steady. Westwood Quality Allcap shows Sharpe Ratio of 0.16, which attests that the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Westwood Quality Allcap, which you can use to evaluate the volatility of the fund. Please check out Westwood Quality's Mean Deviation of 0.5392, downside deviation of 0.6159, and Market Risk Adjusted Performance of 0.1175 to validate if the risk estimate we provide is consistent with the expected return of 0.12%.
Westwood Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westwood |
Sharpe Ratio = 0.1574
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| Cash | WQAIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Westwood Quality is performing at about 12% 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 Westwood Quality by adding it to a well-diversified portfolio.
Westwood Quality Main Headline on 31st of May 2023
Congress threatens to block Space Command headquarters fundi... by news.google.com
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Westwood Quality Valuation on May 31, 2023
It is possible to determine the worth of Westwood Quality on a given historical date. On May 31, 2023 Westwood was worth 9.78 at the beginning of the trading date compared to the closed value of 9.78. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westwood Quality mutual fund. Still, in general, we apply an absolute valuation method to find Westwood Quality'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 Westwood Quality where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westwood Quality's related companies.
| Open | High | Low | Close | Volume | |
| 9.88 | 9.88 | 9.88 | 9.88 | 1.00 | |
05/31/2023 | 9.78 | 9.78 | 9.78 | 9.78 | 1.00 |
| 9.83 | 9.83 | 9.83 | 9.83 | 1.00 |
| Backtest Westwood Quality | | | Westwood Quality History | | | Westwood Quality Valuation | Previous | Next |
Westwood Quality Trading Date Momentum on May 31, 2023
| On June 01 2023 Westwood Quality Allcap was traded for 9.83 at the closing time. The highest daily price throughout the period was 9.83 and the lowest price was 9.83 . There was no trading activity during the period 1.0. Lack of trading volume on 06/01/2023 added to the next day price jump. The trading price change to closing price of the next trading day was 0.51% . The trading price change to current closing price is 3.58% . |
About Westwood Quality Mutual Fund history
Westwood Quality 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 Westwood is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Westwood Quality Allcap 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 Westwood Quality stock prices may prove useful in developing a viable investing in Westwood Quality
The fund invests primarily in equity securities of companies which the adviser believes are undervalued in relation to the broader market, employ superior business models compared to their competition, and possess strong balance sheets and free cash flow. The equity securities in which the fund invests are primarily common stocks, public real estate investment trusts , and master limited partnerships . Under normal conditions, the fund invests in approximately 50-80 securities that are well-diversified among market sectors.
Westwood Quality Mutual Fund Technical Analysis
Westwood Quality 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
Westwood Quality Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Westwood Quality Allcap 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.
Westwood Quality December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Westwood Quality 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 Westwood Quality shares will generate the highest return on investment. By undertsting and applying Westwood Quality mutual fund market strength indicators, traders can identify Westwood Quality Allcap entry and exit signals to maximize returns
Westwood Quality Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westwood Quality's price direction in advance. Along with the technical and fundamental analysis of Westwood Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Westwood 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 | 0.1079 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.1075 |
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| Math Transform | ||
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| Volume Indicators |
Other Information on Investing in Westwood Mutual Fund
Westwood Quality 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 Quality security.
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