Riverparkwedgewood Fund Institutional Fund Manager Performance Evaluation
| RWGIX Fund | USD 5.48 0.05 0.92% |
The fund holds a Beta of 1.13, which implies a somewhat significant risk relative to the market. Riverpark/wedgewood returns are very sensitive to returns on the market. As the market goes up or down, Riverpark/wedgewood is expected to follow.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Riverparkwedgewood Fund Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Riverpark/wedgewood is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Wedgewood Partners Q4 2024 Client Letter - Seeking Alpha | 01/16/2025 |
| Expense Ratio Date | 26th of January 2023 | |
| Expense Ratio | 1.0000 |
Riverpark/wedgewood |
Riverpark/wedgewood Relative Risk vs. Return Landscape
If you would invest 579.00 in Riverparkwedgewood Fund Institutional on November 1, 2024 and sell it today you would lose (31.00) from holding Riverparkwedgewood Fund Institutional or give up 5.35% of portfolio value over 90 days. Riverparkwedgewood Fund Institutional is currently producing negative expected returns and takes up 1.9399% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Riverpark/wedgewood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riverpark/wedgewood Current Valuation
Fairly Valued
Today
Please note that Riverpark/wedgewood's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be fairly valued. Riverpark/wedgewood holds a recent Real Value of $5.51 per share. The prevailing price of the fund is $5.48. We determine the value of Riverpark/wedgewood from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support 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 Riverpark/wedgewood is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riverpark/wedgewood Mutual Fund. However, Riverpark/wedgewood's 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 5.48 | Real 5.51 | Hype 5.43 | Naive 5.41 |
The intrinsic value of Riverpark/wedgewood's 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 Riverpark/wedgewood's 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 Riverparkwedgewood Fund Institutional helps investors to forecast how Riverpark/wedgewood 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 Riverpark/wedgewood more accurately as focusing exclusively on Riverpark/wedgewood's fundamentals will not take into account other important factors: Riverpark/wedgewood Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riverpark/wedgewood's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riverparkwedgewood Fund Institutional, and traders can use it to determine the average amount a Riverpark/wedgewood's 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 = -0.037
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| Negative Returns | RWGIX |
Estimated Market Risk
| 1.94 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Riverpark/wedgewood is not performing at its full potential. However, 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 Riverpark/wedgewood by adding Riverpark/wedgewood to a well-diversified portfolio.
Riverpark/wedgewood Fundamentals Growth
Riverpark/wedgewood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riverpark/wedgewood, and Riverpark/wedgewood 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 Riverpark/wedgewood Mutual Fund performance.
| Price To Earning | 21.34 X | ||||
| Price To Book | 3.44 X | ||||
| Price To Sales | 2.34 X | ||||
| Total Asset | 20.98 M | ||||
About Riverpark/wedgewood Performance
Evaluating Riverpark/wedgewood's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riverpark/wedgewood 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 Riverpark/wedgewood 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.
The fund invests at least 80 percent of its net assets in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of 5 billion to be large capitalization companies. The fund is non-diversified.Things to note about Riverpark/wedgewood performance evaluation
Checking the ongoing alerts about Riverpark/wedgewood for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riverpark/wedgewood help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Riverpark/wedgewood generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Wedgewood Partners Q4 2024 Client Letter - Seeking Alpha | |
| The fund maintains 99.51% of its assets in stocks |
- Analyzing Riverpark/wedgewood's 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 Riverpark/wedgewood's stock is overvalued or undervalued compared to its peers.
- Examining Riverpark/wedgewood's 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 Riverpark/wedgewood's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riverpark/wedgewood's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riverpark/wedgewood's mutual fund. These opinions can provide insight into Riverpark/wedgewood's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riverpark/wedgewood Mutual Fund
Riverpark/wedgewood financial ratios help investors to determine whether Riverpark/wedgewood 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 Riverpark/wedgewood with respect to the benefits of owning Riverpark/wedgewood security.
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