Westcore Municipal Opportunities Fund Market Value
| WITAX Fund | USD 9.84 0.03 0.30% |
| Symbol | Westcore |
Westcore Municipal '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 Westcore Municipal'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 Westcore Municipal.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Westcore Municipal on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Westcore Municipal Opportunities or generate 0.0% return on investment in Westcore Municipal over 90 days. Westcore Municipal is related to or competes with Mutual Of, William Blair, Boston Partners, Queens Road, Foundry Partners, Vanguard Small-cap, and Fpa Queens. Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrow... More
Westcore Municipal 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 Westcore Municipal'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 Westcore Municipal Opportunities upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1574 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 0.4071 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1031 |
Westcore Municipal Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westcore Municipal's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Westcore Municipal's standard deviation. In reality, there are many statistical measures that can use Westcore Municipal historical prices to predict the future Westcore Municipal's volatility.| Risk Adjusted Performance | 0.1567 | |||
| Jensen Alpha | 0.0145 | |||
| Total Risk Alpha | 0.0111 | |||
| Sortino Ratio | (0.14) | |||
| Treynor Ratio | 1.74 |
Westcore Municipal March 4, 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 | 0.1567 | |||
| Market Risk Adjusted Performance | 1.75 | |||
| Mean Deviation | 0.0578 | |||
| Downside Deviation | 0.1574 | |||
| Coefficient Of Variation | 306.53 | |||
| Standard Deviation | 0.076 | |||
| Variance | 0.0058 | |||
| Information Ratio | (0.29) | |||
| Jensen Alpha | 0.0145 | |||
| Total Risk Alpha | 0.0111 | |||
| Sortino Ratio | (0.14) | |||
| Treynor Ratio | 1.74 | |||
| Maximum Drawdown | 0.4071 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1031 | |||
| Downside Variance | 0.0248 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.11) | |||
| Skewness | (0.41) | |||
| Kurtosis | 1.49 |
Westcore Municipal Backtested Returns
At this stage we consider Westcore Mutual Fund to be very steady. Westcore Municipal shows Sharpe Ratio of 0.25, which attests that the fund had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Westcore Municipal, which you can use to evaluate the volatility of the fund. Please check out Westcore Municipal's Coefficient Of Variation of 306.53, mean deviation of 0.0578, and Market Risk Adjusted Performance of 1.75 to validate if the risk estimate we provide is consistent with the expected return of 0.0222%. The entity maintains a market beta of 0.0085, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Westcore Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westcore Municipal is expected to be smaller as well.
Auto-correlation | 0.85 |
Very good predictability
Westcore Municipal Opportunities has very good predictability. Overlapping area represents the amount of predictability between Westcore Municipal time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 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 Westcore Municipal price movement. The serial correlation of 0.85 indicates that around 85.0% of current Westcore Municipal price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.85 | |
| Spearman Rank Test | 0.91 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Westcore Mutual Fund
Westcore Municipal financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Municipal security.
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