Partners Value Fund Manager Performance Evaluation
| WPVLX Fund | USD 36.67 0.03 0.08% |
The fund holds a Beta of 0.84, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Partners Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Partners Value is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Partners Value Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Partners Value may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 24th of October 2022 | |
| Expense Ratio | 1.0700 |
Partners |
Partners Value Relative Risk vs. Return Landscape
If you would invest 3,410 in Partners Value Fund on August 29, 2024 and sell it today you would earn a total of 257.00 from holding Partners Value Fund or generate 7.54% return on investment over 90 days. Partners Value Fund is currently producing 0.1165% returns and takes up 0.7725% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Partners, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Partners Value Current Valuation
Fairly Valued
Today
Please note that Partners Value's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Partners Value holds a recent Real Value of $36.26 per share. The prevailing price of the fund is $36.67. We determine the value of Partners Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Partners Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Partners Mutual Fund. However, Partners Value'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 36.67 | Real 36.26 | Hype 36.64 | Naive 36.12 |
The intrinsic value of Partners Value'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 Partners Value'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 Partners Value Fund helps investors to forecast how Partners 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 Partners Value more accurately as focusing exclusively on Partners Value's fundamentals will not take into account other important factors: Partners Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Partners Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Partners Value Fund, and traders can use it to determine the average amount a Partners Value'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 = 0.1508
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| Cash | WPVLX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Partners Value is performing at about 11% 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 Partners Value by adding it to a well-diversified portfolio.
Partners Value Fundamentals Growth
Partners Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Partners Value, and Partners Value 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 Partners Mutual Fund performance.
| Price To Earning | 18.82 X | |||
| Price To Book | 1.79 X | |||
| Price To Sales | 1.66 X | |||
| Total Asset | 235.21 M | |||
About Partners Value Performance
Evaluating Partners Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Partners Value 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 Partners Value 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 funds investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a multi-cap fund and may invest in securities of any market capitalization. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Russell 3000 Index.Things to note about Partners Value performance evaluation
Checking the ongoing alerts about Partners Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Partners Value 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 97.68% of its net assets in stocks |
- Analyzing Partners Value'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 Partners Value's stock is overvalued or undervalued compared to its peers.
- Examining Partners Value'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 Partners Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Partners Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Partners Value's mutual fund. These opinions can provide insight into Partners Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Partners Mutual Fund
Partners Value financial ratios help investors to determine whether Partners 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 Partners with respect to the benefits of owning Partners Value security.
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