Westwood Income Opportunity Fund Manager Performance Evaluation
| WWIAX Fund | USD 12.48 0.04 0.32% |
The entity maintains a market beta of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westwood Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Income is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Income Opportunity are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Westwood Income 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 March 2021 | |
| Expense Ratio | 0.9900 |
Westwood |
Westwood Income Relative Risk vs. Return Landscape
If you would invest 1,191 in Westwood Income Opportunity on September 2, 2024 and sell it today you would earn a total of 57.00 from holding Westwood Income Opportunity or generate 4.79% return on investment over 90 days. Westwood Income Opportunity is currently producing 0.0737% returns and takes up 0.3588% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Westwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Income Current Valuation
Fairly Valued
Today
Please note that Westwood Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westwood Income Oppo maintains a prevalent Real Value of $12.4 per share. The last-minute price of the fund is $12.48. We determine the value of Westwood Income Oppo 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 Westwood Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Income'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 12.48 | Real 12.4 | Hype 12.48 | Naive 12.56 |
The intrinsic value of Westwood Income'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 Westwood Income'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 Westwood Income Opportunity helps investors to forecast how Westwood 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 Westwood Income more accurately as focusing exclusively on Westwood Income's fundamentals will not take into account other important factors: Westwood Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Income Opportunity, and traders can use it to determine the average amount a Westwood Income'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 = 0.2054
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| Cash | WWIAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Westwood Income is performing at about 16% 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 Westwood Income by adding it to a well-diversified portfolio.
Westwood Income Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Income, and Westwood Income 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 Westwood Mutual Fund performance.
| Price To Earning | 19.26 X | ||||
| Price To Book | 2.81 X | ||||
| Price To Sales | 2.55 X | ||||
| Total Asset | 61.93 M | ||||
About Westwood Income Performance
Evaluating Westwood Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Income 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 Westwood Income 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 seeks to meet its investment objectives by investing generally more than 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying andor interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.Things to note about Westwood Income Oppo performance evaluation
Checking the ongoing alerts about Westwood Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Income Oppo 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 about 7.75% of its net assets in bonds |
- Analyzing Westwood Income'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 Westwood Income's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Income'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 Westwood Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Income's mutual fund. These opinions can provide insight into Westwood Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Income financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Income security.
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