Wasatch Frontier Emerging Fund Manager Performance Evaluation
| WAFMX Fund | USD 3.54 0.02 0.56% |
The entity maintains a market beta of 0.0113, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wasatch Frontier's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Frontier is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Wasatch Frontier Emerging has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Wasatch Frontier is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 2.1900 |
Wasatch |
Wasatch Frontier Relative Risk vs. Return Landscape
If you would invest 363.00 in Wasatch Frontier Emerging on August 25, 2024 and sell it today you would lose (9.00) from holding Wasatch Frontier Emerging or give up 2.48% of portfolio value over 90 days. Wasatch Frontier Emerging is currently producing negative expected returns and takes up 0.6418% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Frontier Current Valuation
Overvalued
Today
Please note that Wasatch Frontier's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Wasatch Frontier Emerging maintains a prevalent Real Value of $3.44 per share. The last-minute price of the fund is $3.54. We determine the value of Wasatch Frontier Emerging from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wasatch Frontier is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Frontier'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 3.54 | Real 3.44 | Hype 3.54 | Naive 3.49 |
The intrinsic value of Wasatch Frontier'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 Wasatch Frontier'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 Wasatch Frontier Emerging helps investors to forecast how Wasatch 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 Wasatch Frontier more accurately as focusing exclusively on Wasatch Frontier's fundamentals will not take into account other important factors: Wasatch Frontier Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Frontier's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Frontier Emerging, and traders can use it to determine the average amount a Wasatch Frontier'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 = -0.0579
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| Negative Returns | WAFMX |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wasatch Frontier 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 Wasatch Frontier by adding Wasatch Frontier to a well-diversified portfolio.
Wasatch Frontier Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Frontier, and Wasatch Frontier 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 Wasatch Mutual Fund performance.
| Price To Earning | 16.11 X | ||||
| Price To Book | 3.37 X | ||||
| Price To Sales | 2.49 X | ||||
| Total Asset | 32.02 M | ||||
About Wasatch Frontier Performance
Evaluating Wasatch Frontier's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Frontier 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 Wasatch Frontier 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 primarily in the equity securities of companies of all market capitalizations that are tied economically to frontier markets and small emerging market countries. It will invest at least 80 percent of its assets in the equity securities of companies that are tied economically to frontier markets and small emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were financials, information technology, industrials, consumer discretionary, and consumer staples. It is non-diversified.Things to note about Wasatch Frontier Emerging performance evaluation
Checking the ongoing alerts about Wasatch Frontier for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Frontier Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wasatch Frontier generated a negative expected return over the last 90 days | |
| The fund generated three year return of -7.0% | |
| Wasatch Frontier Emerging keeps 96.47% of its net assets in stocks |
- Analyzing Wasatch Frontier'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 Wasatch Frontier's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Frontier'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 Wasatch Frontier's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Frontier's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Frontier's mutual fund. These opinions can provide insight into Wasatch Frontier's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Frontier financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch Frontier security.
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