Westwood Largecap Value Fund Price on February 7, 2023
| WWLAX Fund | USD 15.51 0.18 1.17% |
Below is the normalized historical share price chart for Westwood Largecap Value extending back to December 31, 2007. 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 Largecap stands at 15.51, as last reported on the 26th of November, with the highest price reaching 15.51 and the lowest price hitting 15.51 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 Largecap Value 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 Largecap Value, which you can use to evaluate the volatility of the fund. Please check out Westwood Largecap's Downside Deviation of 0.5572, market risk adjusted performance of 0.0973, and Mean Deviation of 0.5422 to validate if the risk estimate we provide is consistent with the expected return of 0.0909%.
Westwood Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westwood |
Sharpe Ratio = 0.128
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WWLAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Westwood Largecap 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 Largecap by adding it to a well-diversified portfolio.
Westwood Largecap Valuation on February 7, 2023
It is possible to determine the worth of Westwood Largecap on a given historical date. On February 7, 2023 Westwood was worth 12.74 at the beginning of the trading date compared to the closed value of 12.74. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westwood Largecap mutual fund. Still, in general, we apply an absolute valuation method to find Westwood Largecap'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 Largecap where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westwood Largecap's related companies.
| Open | High | Low | Close | Volume | |
| 12.63 | 12.63 | 12.63 | 12.63 | 1.00 | |
02/07/2023 | 12.74 | 12.74 | 12.74 | 12.74 | 1.00 |
| 12.64 | 12.64 | 12.64 | 12.64 | 1.00 |
| Backtest Westwood Largecap | | | Westwood Largecap History | | | Westwood Largecap Valuation | Previous | Next |
Westwood Largecap Trading Date Momentum on February 7, 2023
| On February 08 2023 Westwood Largecap Value was traded for 12.64 at the closing time. The highest daily price throughout the period was 12.64 and the lowest price was 12.64 . There was no trading activity during the period 1.0. Lack of trading volume on 02/08/2023 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.78% . The trading price change to current closing price is 1.33% . |
Westwood Largecap Value Fundamentals Correlations and Trends
By evaluating Westwood Largecap'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 Largecap'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 Largecap Mutual Fund history
Westwood Largecap 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 Largecap Value 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 Largecap stock prices may prove useful in developing a viable investing in Westwood Largecap
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts . The fund invests in approximately 40-60 securities that are well diversified among market sectors.
Westwood Largecap Mutual Fund Technical Analysis
Westwood Largecap 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 Largecap Period Price Range
Low | November 26, 2024
| High |
0.00 | 0.00 |
Westwood Largecap Value 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 Largecap November 26, 2024 Market Strength
Market strength indicators help investors to evaluate how Westwood Largecap 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 Largecap shares will generate the highest return on investment. By undertsting and applying Westwood Largecap mutual fund market strength indicators, traders can identify Westwood Largecap Value entry and exit signals to maximize returns
Westwood Largecap Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westwood Largecap'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 | 0.0907 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0873 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Westwood Mutual Fund
Westwood Largecap 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 Largecap security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |