Wp Large Cap Fund Manager Performance Evaluation
| WPLCX Fund | USD 19.04 0.12 0.63% |
The entity owns a Beta (Systematic Risk) of 0.68, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wp Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wp Large is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wp Large Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Wp Large may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreWPLCX |
Wp Large Relative Risk vs. Return Landscape
If you would invest 1,779 in Wp Large Cap on November 1, 2025 and sell it today you would earn a total of 125.00 from holding Wp Large Cap or generate 7.03% return on investment over 90 days. Wp Large Cap is currently producing 0.1168% returns and takes up 0.8516% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than WPLCX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wp Large Current Valuation
Undervalued
Today
Please note that Wp Large's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wp Large Cap owns a latest Real Value of $20.75 per share. The recent price of the fund is $19.04. We determine the value of Wp Large Cap from analyzing 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 future time, mutual fund prices and their ongoing real values will blend.
Since Wp Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of WPLCX Mutual Fund. However, Wp Large'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 19.04 | Real 20.75 | Hype 19.04 | Naive 19.34 |
The intrinsic value of Wp Large'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 Wp Large'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 Wp Large Cap helps investors to forecast how WPLCX 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 Wp Large more accurately as focusing exclusively on Wp Large's fundamentals will not take into account other important factors: Wp Large Target Price Odds to finish over Current Price
The tendency of WPLCX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 19.04 | 90 days | 19.04 | under 4 |
Based on a normal probability distribution, the odds of Wp Large to move above the current price in 90 days from now is under 4 (This Wp Large Cap probability density function shows the probability of WPLCX Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wp Large has a beta of 0.68. This entails as returns on the market go up, Wp Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wp Large Cap will be expected to be much smaller as well. Additionally Wp Large Cap has an alpha of 0.062, implying that it can generate a 0.062 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Wp Large Price Density |
| Price |
Predictive Modules for Wp Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wp Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wp Large's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wp Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wp Large is not an exception. The market had few large corrections towards the Wp Large's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wp Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wp Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.68 | |
σ | Overall volatility | 0.50 | |
Ir | Information ratio | 0.05 |
Wp Large Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wp Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wp Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 98.75% of its net assets in stocks |
Wp Large Fundamentals Growth
WPLCX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wp Large, and Wp Large 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 WPLCX Mutual Fund performance.
| Price To Earning | 16.61 X | |||
| Price To Book | 1.79 X | |||
| Price To Sales | 1.71 X | |||
| Total Asset | 34.95 M | |||
About Wp Large Performance
Evaluating Wp Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wp Large 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 Wp Large 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 will invest at least 80 percent of its total assets in large cap domestic equity securities and exchange traded funds that primarily invest in large cap domestic equity securities. Wp Large is traded on NASDAQ Exchange in the United States.Things to note about Wp Large Cap performance evaluation
Checking the ongoing alerts about Wp Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wp Large 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 keeps 98.75% of its net assets in stocks |
- Analyzing Wp Large'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 Wp Large's stock is overvalued or undervalued compared to its peers.
- Examining Wp Large'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 Wp Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wp Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wp Large's mutual fund. These opinions can provide insight into Wp Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in WPLCX Mutual Fund
Wp Large financial ratios help investors to determine whether WPLCX 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 WPLCX with respect to the benefits of owning Wp Large security.
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