Westwood Short Duration Fund Price on September 24, 2024
| WSDAX Fund | USD 10.22 0.06 0.59% |
Below is the normalized historical share price chart for Westwood Short Duration extending back to June 28, 2013. 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 Westwood Short stands at 10.22, as last reported on the 25th of November, with the highest price reaching 10.22 and the lowest price hitting 10.22 during the day.
If you're considering investing in Westwood Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Westwood Mutual Fund to be very steady. Westwood Short Duration shows Sharpe Ratio of 0.13, which attests that the fund had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Westwood Short Duration, which you can use to evaluate the volatility of the fund. Please check out Westwood Short's Mean Deviation of 0.2055, market risk adjusted performance of 0.1496, and Downside Deviation of 0.2861 to validate if the risk estimate we provide is consistent with the expected return of 0.0329%.
Westwood Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westwood |
Sharpe Ratio = 0.1319
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| Negative Returns | WSDAX |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Westwood Short is performing at about 10% 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 Short by adding it to a well-diversified portfolio.
Westwood Short Valuation on September 24, 2024
It is possible to determine the worth of Westwood Short on a given historical date. On September 24, 2024 Westwood was worth 10.08 at the beginning of the trading date compared to the closed value of 10.08. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westwood Short mutual fund. Still, in general, we apply an absolute valuation method to find Westwood Short'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 Short where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westwood Short's related companies.
| Open | High | Low | Close | Volume | |
| 10.08 | 10.08 | 10.08 | 10.08 | 1.00 | |
09/24/2024 | 10.08 | 10.08 | 10.08 | 10.08 | 1.00 |
| 10.05 | 10.05 | 10.05 | 10.05 | 1.00 |
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Westwood Short Trading Date Momentum on September 24, 2024
| On September 25 2024 Westwood Short Duration was traded for 10.05 at the closing time. The highest daily price throughout the period was 10.05 and the lowest price was 10.05 . There was no trading activity during the period 1.0. Lack of trading volume on 09/25/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.30% . The trading price change to current closing price is 0.30% . |
Westwood Short Duration Fundamentals Correlations and Trends
By evaluating Westwood Short'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 Westwood Short's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Westwood financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Westwood Short Mutual Fund history
Westwood Short 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 Short Duration 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 Short stock prices may prove useful in developing a viable investing in Westwood Short
The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80 percent of its total assets in debt securities and 20 percent of its total assets in equity securities.
Westwood Short Mutual Fund Technical Analysis
Westwood Short 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 Short Period Price Range
Low | November 25, 2024
| High |
0.00 | 0.00 |
Westwood Short Duration 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 Short November 25, 2024 Market Strength
Market strength indicators help investors to evaluate how Westwood Short 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 Short shares will generate the highest return on investment. By undertsting and applying Westwood Short mutual fund market strength indicators, traders can identify Westwood Short Duration entry and exit signals to maximize returns
Westwood Short Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westwood Short'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 | 0.1018 | |||
| Jensen Alpha | 0.0042 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.31) | |||
| Treynor Ratio | 0.1396 |
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Westwood Mutual Fund
Westwood Short 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 Short security.
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