William Blair Small Mid Fund Manager Performance Evaluation
| WSMRX Fund | USD 33.58 0.13 0.39% |
The entity maintains a market beta of 1.11, which attests to a somewhat significant risk relative to the market. William Blair returns are very sensitive to returns on the market. As the market goes up or down, William Blair is expected to follow.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in William Blair Small Mid are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, William Blair may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.9400 |
William |
William Blair Relative Risk vs. Return Landscape
If you would invest 2,994 in William Blair Small Mid on September 1, 2024 and sell it today you would earn a total of 364.00 from holding William Blair Small Mid or generate 12.16% return on investment over 90 days. William Blair Small Mid is currently producing 0.1838% returns and takes up 0.94% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than William, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
William Blair Current Valuation
Overvalued
Today
Please note that William Blair's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. William Blair Small maintains a prevalent Real Value of $32.86 per share. The last-minute price of the fund is $33.58. We determine the value of William Blair Small 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 William Blair is currently traded on the exchange, buyers and sellers on that exchange determine the market value of William Mutual Fund. However, William Blair'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 33.58 | Real 32.86 | Hype 31.86 | Naive 33.89 |
The intrinsic value of William Blair'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 William Blair'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 William Blair Small Mid helps investors to forecast how William 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 William Blair more accurately as focusing exclusively on William Blair's fundamentals will not take into account other important factors: William Blair Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for William Blair's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as William Blair Small Mid, and traders can use it to determine the average amount a William Blair'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 = 0.1955
| Best Portfolio | Best Equity | |||
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| Small Returns | WSMRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average William Blair is performing at about 15% 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 William Blair by adding it to a well-diversified portfolio.
William Blair Fundamentals Growth
William Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of William Blair, and William Blair 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 William Mutual Fund performance.
| Total Asset | 2 B | ||||
About William Blair Performance
Evaluating William Blair's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if William Blair 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 William Blair 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 market conditions, the fund invests at least 80 percent of its net assets in stocks of small capitalized and medium capitalized companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , of small cap and mid cap U.S. growth companies that are expected to exhibit quality growth characteristics.Things to note about William Blair Small performance evaluation
Checking the ongoing alerts about William Blair for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for William Blair Small 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 97.29% of its net assets in stocks |
- Analyzing William Blair'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 William Blair's stock is overvalued or undervalued compared to its peers.
- Examining William Blair'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 William Blair's management team can have a significant impact on its success or failure. Reviewing the track record and experience of William Blair's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of William Blair's mutual fund. These opinions can provide insight into William Blair's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in William Mutual Fund
William Blair financial ratios help investors to determine whether William 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 William with respect to the benefits of owning William Blair security.
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