Westcore Global Large Cap Fund Manager Performance Evaluation
| WIMVX Fund | USD 12.28 0.08 0.66% |
The entity maintains a market beta of 0.81, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westcore Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westcore Global is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Westcore Global Large Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Westcore Global 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 May 2023 | |
| Expense Ratio | 0.7400 |
Westcore |
Westcore Global Relative Risk vs. Return Landscape
If you would invest 1,174 in Westcore Global Large Cap on September 1, 2024 and sell it today you would earn a total of 54.00 from holding Westcore Global Large Cap or generate 4.6% return on investment over 90 days. Westcore Global Large Cap is currently producing 0.0725% returns and takes up 0.6677% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Westcore, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westcore Global Current Valuation
Fairly Valued
Today
Please note that Westcore Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westcore Global Large maintains a prevalent Real Value of $12.18 per share. The last-minute price of the fund is $12.28. We determine the value of Westcore Global Large 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 Westcore Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westcore Mutual Fund. However, Westcore Global'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 12.28 | Real 12.18 | Hype 12.28 | Naive 12.33 |
The intrinsic value of Westcore Global'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 Westcore Global'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 Westcore Global Large Cap helps investors to forecast how Westcore 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 Westcore Global more accurately as focusing exclusively on Westcore Global's fundamentals will not take into account other important factors: Westcore Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westcore Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westcore Global Large Cap, and traders can use it to determine the average amount a Westcore Global'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 = 0.1086
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| Cash | WIMVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Westcore Global is performing at about 8% 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 Westcore Global by adding it to a well-diversified portfolio.
Westcore Global Fundamentals Growth
Westcore Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westcore Global, and Westcore Global 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 Westcore Mutual Fund performance.
| Price To Earning | 17.41 X | ||||
| Price To Book | 2.68 X | ||||
| Price To Sales | 1.52 X | ||||
| Total Asset | 2.73 M | ||||
About Westcore Global Performance
Evaluating Westcore Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westcore Global 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 Westcore Global 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 the value of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40 percent of its net assets in stocks of foreign companies drawn from at least three different countries .Things to note about Westcore Global Large performance evaluation
Checking the ongoing alerts about Westcore Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westcore Global Large 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 98.06% of its net assets in stocks |
- Analyzing Westcore Global'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 Westcore Global's stock is overvalued or undervalued compared to its peers.
- Examining Westcore Global'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 Westcore Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westcore Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westcore Global's mutual fund. These opinions can provide insight into Westcore Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westcore Mutual Fund
Westcore Global financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Global security.
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