Westcore Small Cap Growth Fund Price on April 28, 2727
| WTSGX Fund | USD 22.97 0.11 0.48% |
Below is the normalized historical share price chart for Westcore Small Cap Growth extending back to December 20, 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 Westcore Small-cap stands at 22.97, as last reported on the 3rd of December, with the highest price reaching 22.97 and the lowest price hitting 22.97 during the day.
If you're considering investing in Westcore Mutual Fund, it is important to understand the factors that can impact its price. Westcore Small-cap appears to be very steady, given 3 months investment horizon. Westcore Small Cap shows Sharpe Ratio of 0.21, which attests that the fund had a 0.21% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Westcore Small Cap, which you can use to evaluate the volatility of the fund. Please utilize Westcore Small-cap's Mean Deviation of 0.8988, downside deviation of 1.06, and Market Risk Adjusted Performance of 0.1472 to validate if our risk estimates are consistent with your expectations.
Westcore Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westcore |
Sharpe Ratio = 0.2092
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Westcore Small-cap is performing at about 16% 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 Small-cap by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Westcore Small-cap Mutual Fund history
Westcore Small-cap 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 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 Westcore Small-cap stock prices may prove useful in developing a viable investing in Westcore Small-cap
The funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. The adviser currently considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Growth Index, at the time of purchase.
Westcore Small-cap Mutual Fund Technical Analysis
Westcore Small-cap 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 Small-cap Period Price Range
Low | December 3, 2024
| High |
0.00 | 0.00 |
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Westcore Small-cap December 3, 2024 Market Strength
Market strength indicators help investors to evaluate how Westcore Small-cap 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 Small-cap shares will generate the highest return on investment. By undertsting and applying Westcore Small-cap mutual fund market strength indicators, traders can identify Westcore Small Cap Growth entry and exit signals to maximize returns
Westcore Small-cap Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westcore Small-cap'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 | 0.1309 | |||
| Jensen Alpha | 0.0321 | |||
| Total Risk Alpha | 0.0105 | |||
| Sortino Ratio | 0.0737 | |||
| Treynor Ratio | 0.1372 |
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Other Information on Investing in Westcore Mutual Fund
Westcore Small-cap 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 Small-cap security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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