Westwood Short Duration Fund Manager Performance Evaluation
| WHGHX Fund | USD 10.13 0.03 0.30% |
The entity maintains a market beta of 0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Westwood Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Short is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Short Duration are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Westwood Short 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 | 1st of March 2021 | |
| Expense Ratio | 0.7200 |
Westwood |
Westwood Short Relative Risk vs. Return Landscape
If you would invest 987.00 in Westwood Short Duration on August 31, 2024 and sell it today you would earn a total of 26.00 from holding Westwood Short Duration or generate 2.63% return on investment over 90 days. Westwood Short Duration is currently producing 0.0416% returns and takes up 0.2608% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Westwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Short Current Valuation
Fairly Valued
Today
Please note that Westwood Short's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westwood Short Duration maintains a prevalent Real Value of $10.1 per share. The last-minute price of the fund is $10.13. We determine the value of Westwood Short Duration 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 Westwood Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Short'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 10.13 | Real 10.1 | Hype 10.13 | Naive 10.16 |
The intrinsic value of Westwood Short'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 Westwood Short'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 Westwood Short Duration helps investors to forecast how Westwood 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 Westwood Short more accurately as focusing exclusively on Westwood Short's fundamentals will not take into account other important factors: Westwood Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Short Duration, and traders can use it to determine the average amount a Westwood Short'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 = 0.1596
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WHGHX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Westwood Short is performing at about 12% 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 Short by adding it to a well-diversified portfolio.
Westwood Short Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Short, and Westwood Short 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 Westwood Mutual Fund performance.
| Total Asset | 93.83 M | |||
About Westwood Short Performance
Evaluating Westwood Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Short 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 Westwood Short 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 has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80 percent of its total assets in debt securities and 20 percent of its total assets in equity securities.Things to note about Westwood Short Duration performance evaluation
Checking the ongoing alerts about Westwood Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 8.83% of its net assets in bonds |
- Analyzing Westwood Short'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 Westwood Short's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Short'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 Westwood Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Short's mutual fund. These opinions can provide insight into Westwood Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Short 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 Short security.
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