Wcm Small Cap Fund Manager Performance Evaluation
| WCMNX Fund | USD 13.74 0.18 1.33% |
The entity maintains a market beta of 1.47, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wcm Small will likely underperform.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Wcm Small Cap are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wcm Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2400 |
Wcm |
Wcm Small Relative Risk vs. Return Landscape
If you would invest 1,297 in Wcm Small Cap on August 26, 2024 and sell it today you would earn a total of 77.00 from holding Wcm Small Cap or generate 5.94% return on investment over 90 days. Wcm Small Cap is currently producing 0.0964% returns and takes up 1.2509% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Wcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wcm Small Current Valuation
Fairly Valued
Today
Please note that Wcm Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wcm Small Cap maintains a prevalent Real Value of $13.63 per share. The last-minute price of the fund is $13.74. We determine the value of Wcm Small Cap 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 Wcm Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wcm Mutual Fund. However, Wcm Small'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 13.74 | Real 13.63 | Hype 13.84 | Naive 13.31 |
The intrinsic value of Wcm Small'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 Wcm Small'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 Wcm Small Cap helps investors to forecast how Wcm 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 Wcm Small more accurately as focusing exclusively on Wcm Small's fundamentals will not take into account other important factors: Wcm Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wcm Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wcm Small Cap, and traders can use it to determine the average amount a Wcm Small'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 = 0.0771
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | WCMNX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Wcm Small is performing at about 6% 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 Wcm Small by adding it to a well-diversified portfolio.
Wcm Small Fundamentals Growth
Wcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wcm Small, and Wcm Small 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 Wcm Mutual Fund performance.
| Total Asset | 34.35 M | ||||
About Wcm Small Performance
Evaluating Wcm Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wcm Small 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 Wcm Small 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 at least 80 percent of its net assets in equity securities of small capitalization companies. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts .Things to note about Wcm Small Cap performance evaluation
Checking the ongoing alerts about Wcm Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wcm Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Wcm Small Cap keeps 96.05% of its net assets in stocks |
- Analyzing Wcm Small'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 Wcm Small's stock is overvalued or undervalued compared to its peers.
- Examining Wcm Small'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 Wcm Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wcm Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wcm Small's mutual fund. These opinions can provide insight into Wcm Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wcm Mutual Fund
Wcm Small financial ratios help investors to determine whether Wcm 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 Wcm with respect to the benefits of owning Wcm Small security.
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