Westcore International Small Cap Manager Performance
| WTIFXDelisted Fund | USD 15.67 0.00 0.00% |
The entity maintains a market beta of 0.022, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Westcore International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westcore International is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Westcore International Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Westcore International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 13.51 | |
| Fifty Two Week High | 25.30 |
Westcore |
Westcore International Relative Risk vs. Return Landscape
If you would invest 1,567 in Westcore International Small Cap on September 1, 2024 and sell it today you would earn a total of 0.00 from holding Westcore International Small Cap or generate 0.0% return on investment over 90 days. Westcore International Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 International Current Valuation
Overvalued
Today
Please note that Westcore International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Westcore International maintains a prevalent Real Value of $14.5 per share. The last-minute price of the fund is $15.67. We determine the value of Westcore International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westcore Mutual Fund. However, Westcore International'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 15.67 | Real 14.5 | Hype 15.67 | Naive 15.84 |
The intrinsic value of Westcore International'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 International'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 International Small 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 International more accurately as focusing exclusively on Westcore International's fundamentals will not take into account other important factors: Westcore International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westcore International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westcore International Small Cap, and traders can use it to determine the average amount a Westcore International'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 = 0.0
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Based on monthly moving average Westcore International is not performing at its full potential. However, 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 International by adding Westcore International to a well-diversified portfolio.
Westcore International Fundamentals Growth
Westcore Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westcore International, and Westcore International 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 | 21.46 X | |||
| Price To Book | 3.76 X | |||
| Price To Sales | 2.48 X | |||
| Total Asset | 53.33 M | |||
About Westcore International Performance
Evaluating Westcore International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westcore International 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 International 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 invests primarily in the common stock of approximately 35 to 60 foreign small-cap companies that are trading at a discount to the portfolio management teams estimated intrinsic value of such company with the potential to grow their earnings and cash flows. Segall Bryant is traded on NASDAQ Exchange in the United States.Things to note about Westcore International performance evaluation
Checking the ongoing alerts about Westcore International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westcore International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Westcore International is not yet fully synchronised with the market data | |
| Westcore International has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: Franklin Low Duration U.S. Government Securities Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund keeps 99.35% of its net assets in stocks |
- Analyzing Westcore International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Westcore International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westcore International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westcore International's mutual fund. These opinions can provide insight into Westcore International's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Other Consideration for investing in Westcore Mutual Fund
If you are still planning to invest in Westcore International check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Westcore International's history and understand the potential risks before investing.
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