Westcore Flexible Income Fund Price on October 28, 2024
| WTLTX Fund | USD 8.76 0.01 0.11% |
Below is the normalized historical share price chart for Westcore Flexible Income extending back to March 04, 1991. 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 Flexible stands at 8.76, as last reported on the 30th of November, with the highest price reaching 8.76 and the lowest price hitting 8.76 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 Flexible Income 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-seven technical indicators for Westcore Flexible Income, which you can use to evaluate the volatility of the fund. Please check out Westcore Flexible's Coefficient Of Variation of 873.85, mean deviation of 0.1072, and Market Risk Adjusted Performance of 0.106 to validate if the risk estimate we provide is consistent with the expected return of 0.0198%.
Westcore Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westcore |
Sharpe Ratio = 0.1441
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Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Westcore Flexible 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 Westcore Flexible by adding it to a well-diversified portfolio.
Westcore Flexible Valuation on October 28, 2024
It is possible to determine the worth of Westcore Flexible on a given historical date. On October 28, 2024 Westcore was worth 8.73 at the beginning of the trading date compared to the closed value of 8.73. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westcore Flexible mutual fund. Still, in general, we apply an absolute valuation method to find Westcore Flexible'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 Flexible where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westcore Flexible's related companies.
| Open | High | Low | Close | Volume | |
| 8.73 | 8.73 | 8.73 | 8.73 | 1.00 | |
10/28/2024 | 8.73 | 8.73 | 8.73 | 8.73 | 1.00 |
| 8.73 | 8.73 | 8.73 | 8.73 | 1.00 |
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Westcore Flexible Trading Date Momentum on October 28, 2024
| On October 29 2024 Westcore Flexible Income was traded for 8.73 at the closing time. The highest daily price throughout the period was 8.73 and the lowest price was 8.73 . There was no trading activity during the period 1.0. Lack of trading volume on 10/29/2024 had no short-term effect on price fluctuation. The trading price change to current closing price is 0.11% . |
Westcore Flexible Income Fundamentals Correlations and Trends
By evaluating Westcore Flexible'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 Flexible'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 Flexible Mutual Fund history
Westcore Flexible 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 Flexible Income 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 Flexible stock prices may prove useful in developing a viable investing in Westcore Flexible
Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets plus any borrowings for investment purposes in high yield securities. It may invest up to twenty-five percent in non-U.S. dollar-denominated securities.
Westcore Flexible Mutual Fund Technical Analysis
Westcore Flexible 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 Flexible Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Westcore Flexible Income 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 Flexible November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Westcore Flexible 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 Flexible shares will generate the highest return on investment. By undertsting and applying Westcore Flexible mutual fund market strength indicators, traders can identify Westcore Flexible Income entry and exit signals to maximize returns
Westcore Flexible Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westcore Flexible'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 | 0.0419 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.74) | |||
| Treynor Ratio | 0.096 |
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Other Information on Investing in Westcore Mutual Fund
Westcore Flexible 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 Flexible security.
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| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |