Nationwide Loomis All Fund Manager Performance Evaluation
| NWADX Fund | USD 20.92 0.19 0.92% |
The fund secures a Beta (Market Risk) of 0.95, which conveys possible diversification benefits within a given portfolio. Nationwide Loomis returns are very sensitive to returns on the market. As the market goes up or down, Nationwide Loomis is expected to follow.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Nationwide Loomis All are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Nationwide Loomis showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.9200 |
Nationwide |
Nationwide Loomis Relative Risk vs. Return Landscape
If you would invest 1,796 in Nationwide Loomis All on September 3, 2024 and sell it today you would earn a total of 296.00 from holding Nationwide Loomis All or generate 16.48% return on investment over 90 days. Nationwide Loomis All is currently producing 0.2437% returns and takes up 1.0157% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Nationwide, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nationwide Loomis Current Valuation
Undervalued
Today
Please note that Nationwide Loomis' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Nationwide Loomis All secures a last-minute Real Value of $22.91 per share. The latest price of the fund is $20.92. We determine the value of Nationwide Loomis All from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nationwide Loomis is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nationwide Mutual Fund. However, Nationwide Loomis' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.92 | Real 22.91 | Hype 20.92 | Naive 20.68 |
The intrinsic value of Nationwide Loomis' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Nationwide Loomis' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Nationwide Loomis All helps investors to forecast how Nationwide mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Nationwide Loomis more accurately as focusing exclusively on Nationwide Loomis' fundamentals will not take into account other important factors: Nationwide Loomis Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nationwide Loomis' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nationwide Loomis All, and traders can use it to determine the average amount a Nationwide Loomis' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.24
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | NWADX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Nationwide Loomis is performing at about 18% 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 Nationwide Loomis by adding it to a well-diversified portfolio.
Nationwide Loomis Fundamentals Growth
Nationwide Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nationwide Loomis, and Nationwide Loomis fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nationwide Mutual Fund performance.
| Total Asset | 370.39 M | |||
About Nationwide Loomis Performance
Evaluating Nationwide Loomis' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nationwide Loomis has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Nationwide Loomis has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest in equity securities, primarily common stocks, issued by companies of any size. It normally will invest across a wide range of sectors and industries, using a growth style of equity management that emphasizes companies with sustainable competitive advantages versus others, long-term structural growth drivers that the subadviser believes will lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.Things to note about Nationwide Loomis All performance evaluation
Checking the ongoing alerts about Nationwide Loomis for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nationwide Loomis All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nationwide Loomis' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nationwide Loomis' mutual fund performance include:- Analyzing Nationwide Loomis' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nationwide Loomis' stock is overvalued or undervalued compared to its peers.
- Examining Nationwide Loomis' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Nationwide Loomis' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nationwide Loomis' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nationwide Loomis' mutual fund. These opinions can provide insight into Nationwide Loomis' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nationwide Mutual Fund
Nationwide Loomis financial ratios help investors to determine whether Nationwide 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 Nationwide with respect to the benefits of owning Nationwide Loomis security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |