Wp Large Cap Fund Five Year Return
Wp Large Cap fundamentals help investors to digest information that contributes to Wp Large's financial success or failures. It also enables traders to predict the movement of WPLCX Mutual Fund. The fundamental analysis module provides a way to measure Wp Large's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wp Large mutual fund.
WPLCX |
Wp Large Cap Mutual Fund Five Year Return Analysis
Wp Large's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wp Large Five Year Return | 0.34 % |
Most of Wp Large's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wp Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Wp Large Cap has a Five Year Return of 0.3397%. This is much higher than that of the WP Trust family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.
WPLCX Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wp Large's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wp Large could also be used in its relative valuation, which is a method of valuing Wp Large by comparing valuation metrics of similar companies.Wp Large is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Wp Large
The fund consists of 98.75% investments in stocks, with the rest of investments allocated between bonds, cash.Asset allocation divides Wp Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
WPLCX Fundamentals
| Price To Earning | 16.61 X | |||
| Price To Book | 1.79 X | |||
| Price To Sales | 1.71 X | |||
| Total Asset | 34.95 M | |||
| Year To Date Return | 26.04 % | |||
| One Year Return | 32.02 % | |||
| Three Year Return | 2.07 % | |||
| Five Year Return | 0.34 % | |||
| Net Asset | 37.47 M | |||
| Minimum Initial Investment | 2 K | |||
| Cash Position Weight | 1.23 % | |||
| Equity Positions Weight | 98.75 % | |||
| Bond Positions Weight | 0.03 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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 main economic indicators. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Other Tools for WPLCX Mutual Fund
When running Wp Large's price analysis, check to measure Wp Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wp Large is operating at the current time. Most of Wp Large's value examination focuses on studying past and present price action to predict the probability of Wp Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wp Large's price. Additionally, you may evaluate how the addition of Wp Large to your portfolios can decrease your overall portfolio volatility.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Commodity Directory Find actively traded commodities issued by global exchanges |