Westwood Short Duration Fund Market Value
| WSDAX Fund | USD 10.44 0.04 0.38% |
| Symbol | Westwood |
Westwood Short '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 Westwood Short'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 Westwood Short.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Westwood Short on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Westwood Short Duration or generate 0.0% return on investment in Westwood Short over 90 days. Westwood Short is related to or competes with California High-yield, Pace Municipal, T Rowe, Federated Government, T Rowe, T Rowe, and Transamerica Intermediate. The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities... More
Westwood Short 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 Westwood Short'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 Westwood Short Duration upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2649 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 1.17 | |||
| Value At Risk | (0.30) | |||
| Potential Upside | 0.4869 |
Westwood Short Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Short's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Westwood Short's standard deviation. In reality, there are many statistical measures that can use Westwood Short historical prices to predict the future Westwood Short's volatility.| Risk Adjusted Performance | 0.1342 | |||
| Jensen Alpha | 0.0239 | |||
| Total Risk Alpha | 0.0194 | |||
| Sortino Ratio | (0.08) | |||
| Treynor Ratio | 0.1654 |
Westwood Short February 16, 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 | 0.1342 | |||
| Market Risk Adjusted Performance | 0.1754 | |||
| Mean Deviation | 0.1923 | |||
| Downside Deviation | 0.2649 | |||
| Coefficient Of Variation | 512.88 | |||
| Standard Deviation | 0.2435 | |||
| Variance | 0.0593 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | 0.0239 | |||
| Total Risk Alpha | 0.0194 | |||
| Sortino Ratio | (0.08) | |||
| Treynor Ratio | 0.1654 | |||
| Maximum Drawdown | 1.17 | |||
| Value At Risk | (0.30) | |||
| Potential Upside | 0.4869 | |||
| Downside Variance | 0.0702 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.24) | |||
| Skewness | (0.19) | |||
| Kurtosis | 0.498 |
Westwood Short Duration Backtested Returns
At this stage we consider Westwood Mutual Fund to be very steady. Westwood Short Duration shows Sharpe Ratio of 0.27, which attests that the fund had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Westwood Short Duration, which you can use to evaluate the volatility of the fund. Please check out Westwood Short's Market Risk Adjusted Performance of 0.1754, coefficient of variation of 512.88, and Mean Deviation of 0.1923 to validate if the risk estimate we provide is consistent with the expected return of 0.0627%. The entity maintains a market beta of 0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Westwood Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Short is expected to be smaller as well.
Auto-correlation | 0.84 |
Very good predictability
Westwood Short Duration has very good predictability. Overlapping area represents the amount of predictability between Westwood Short time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 Westwood Short Duration price movement. The serial correlation of 0.84 indicates that around 84.0% of current Westwood Short price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.84 | |
| Spearman Rank Test | 0.7 | |
| 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 Westwood Mutual Fund
Westwood Short 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 Short security.
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