Walden Equity Fund Net Income
| WSEFX Fund | USD 36.70 0.03 0.08% |
As of the 15th of February 2026, Walden Equity maintains the Downside Deviation of 0.7731, mean deviation of 0.6848, and Market Risk Adjusted Performance of 0.4362. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Walden Equity Fund, as well as the relationship between them.
Walden Equity's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Walden Equity's valuation are provided below:Walden Equity Fund does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Walden |
Walden Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Walden Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Walden Equity.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Walden Equity on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Walden Equity Fund or generate 0.0% return on investment in Walden Equity over 90 days. Walden Equity is related to or competes with Boston Trust, Walden Midcap, Spectrum Fund, Sprott Focus, Sit Dividend, Nuveen Small, and Columbia Adaptive. The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic e... More
Walden Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Walden Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Walden Equity Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7731 | |||
| Information Ratio | 0.1092 | |||
| Maximum Drawdown | 13.5 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.29 |
Walden Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Walden Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Walden Equity's standard deviation. In reality, there are many statistical measures that can use Walden Equity historical prices to predict the future Walden Equity's volatility.| Risk Adjusted Performance | 0.129 | |||
| Jensen Alpha | 0.1983 | |||
| Total Risk Alpha | 0.1145 | |||
| Sortino Ratio | 0.2209 | |||
| Treynor Ratio | 0.4262 |
Walden Equity February 15, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.129 | |||
| Market Risk Adjusted Performance | 0.4362 | |||
| Mean Deviation | 0.6848 | |||
| Semi Deviation | 0.3788 | |||
| Downside Deviation | 0.7731 | |||
| Coefficient Of Variation | 649.94 | |||
| Standard Deviation | 1.56 | |||
| Variance | 2.45 | |||
| Information Ratio | 0.1092 | |||
| Jensen Alpha | 0.1983 | |||
| Total Risk Alpha | 0.1145 | |||
| Sortino Ratio | 0.2209 | |||
| Treynor Ratio | 0.4262 | |||
| Maximum Drawdown | 13.5 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.29 | |||
| Downside Variance | 0.5976 | |||
| Semi Variance | 0.1435 | |||
| Expected Short fall | (0.82) | |||
| Skewness | 5.82 | |||
| Kurtosis | 42.3 |
Walden Equity Backtested Returns
Walden Equity appears to be very steady, given 3 months investment horizon. Walden Equity shows Sharpe Ratio of 0.17, which attests that the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Walden Equity, which you can use to evaluate the volatility of the fund. Please utilize Walden Equity's Downside Deviation of 0.7731, market risk adjusted performance of 0.4362, and Mean Deviation of 0.6848 to validate if our risk estimates are consistent with your expectations. The entity maintains a market beta of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Walden Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Walden Equity is expected to be smaller as well.
Auto-correlation | 0.33 |
Below average predictability
Walden Equity Fund has below average predictability. Overlapping area represents the amount of predictability between Walden Equity time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Walden Equity price movement. The serial correlation of 0.33 indicates that nearly 33.0% of current Walden Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.33 | |
| Spearman Rank Test | 0.25 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Walden Equity Fund reported net income of 0.0. This indicator is about the same for the Boston Trust Walden Funds average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Walden Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Walden Equity's current stock value. Our valuation model uses many indicators to compare Walden Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Walden Equity competition to find correlations between indicators driving Walden Equity's intrinsic value. More Info.Walden Equity Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Walden Equity Fund is roughly 5.61 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Walden Equity's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Walden Equity
The fund consists of 98.98% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Walden Equity'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Walden Fundamentals
| Price To Earning | 19.80 X | ||||
| Price To Book | 3.53 X | ||||
| Price To Sales | 2.22 X | ||||
| Total Asset | 215 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.95 % | ||||
| One Year Return | 13.97 % | ||||
| Three Year Return | 12.72 % | ||||
| Five Year Return | 10.07 % | ||||
| Ten Year Return | 11.50 % | ||||
| Net Asset | 215 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.21 | ||||
| Cash Position Weight | 1.02 % | ||||
| Equity Positions Weight | 98.98 % |
About Walden Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Walden Equity Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Walden Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Walden Equity Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.Other Information on Investing in Walden Mutual Fund
Walden Equity financial ratios help investors to determine whether Walden 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 Walden with respect to the benefits of owning Walden Equity security.
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