Alger Weatherbie Specialized Fund Manager Performance Evaluation
| ASYMX Fund | USD 13.62 1.21 2.32% |
The fund shows a Beta (market volatility) of -0.2, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Alger Weatherbie are expected to decrease at a much lower rate. During the bear market, Alger Weatherbie is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Alger Weatherbie Specialized has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Alger Weatherbie is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAlger |
Alger Weatherbie Relative Risk vs. Return Landscape
If you would invest 1,505 in Alger Weatherbie Specialized on December 2, 2025 and sell it today you would lose (58.00) from holding Alger Weatherbie Specialized or give up 3.85% of portfolio value over 90 days. Alger Weatherbie Specialized is currently producing negative expected returns and takes up 1.2534% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Alger, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alger Weatherbie Current Valuation
Fairly Valued
Today
Please note that Alger Weatherbie's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Alger Weatherbie Spe shows a prevailing Real Value of $14.67 per share. The current price of the fund is $14.47. We determine the value of Alger Weatherbie Spe from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Alger Weatherbie is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alger Mutual Fund. However, Alger Weatherbie'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 14.47 | Real 14.67 | Hype 14.47 | Naive 14.81 |
The intrinsic value of Alger Weatherbie'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 Alger Weatherbie'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 Alger Weatherbie Specialized helps investors to forecast how Alger 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 Alger Weatherbie more accurately as focusing exclusively on Alger Weatherbie's fundamentals will not take into account other important factors: Alger Weatherbie Target Price Odds to finish over Current Price
The tendency of Alger Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.47 | 90 days | 14.47 | roughly 97.0 |
Based on a normal probability distribution, the odds of Alger Weatherbie to move above the current price in 90 days from now is roughly 97.0 (This Alger Weatherbie Specialized probability density function shows the probability of Alger Mutual Fund to fall within a particular range of prices over 90 days) .
Alger Weatherbie Price Density |
| Price |
Predictive Modules for Alger Weatherbie
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Alger Weatherbie Spe. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Alger Weatherbie Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Alger Weatherbie is not an exception. The market had few large corrections towards the Alger Weatherbie's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Alger Weatherbie Specialized, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Alger Weatherbie within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | -0.2 | |
σ | Overall volatility | 0.45 | |
Ir | Information ratio | -0.12 |
Alger Weatherbie Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Alger Weatherbie for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Alger Weatherbie Spe can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Alger Weatherbie Spe generated a negative expected return over the last 90 days | |
| The fund generated five year return of -5.0% | |
| Alger Weatherbie Spe holds about 8.37% of its assets under management (AUM) in cash |
Alger Weatherbie Fundamentals Growth
Alger Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alger Weatherbie, and Alger Weatherbie 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 Alger Mutual Fund performance.
| Total Asset | 1.58 B | ||||
About Alger Weatherbie Performance
Evaluating Alger Weatherbie's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alger Weatherbie 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 Alger Weatherbie 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of smallcap and midcap companies. Alger Weatherbie is traded on NASDAQ Exchange in the United States.Things to note about Alger Weatherbie Spe performance evaluation
Checking the ongoing alerts about Alger Weatherbie for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alger Weatherbie Spe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Alger Weatherbie Spe generated a negative expected return over the last 90 days | |
| The fund generated five year return of -5.0% | |
| Alger Weatherbie Spe holds about 8.37% of its assets under management (AUM) in cash |
- Analyzing Alger Weatherbie'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 Alger Weatherbie's stock is overvalued or undervalued compared to its peers.
- Examining Alger Weatherbie'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 Alger Weatherbie's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alger Weatherbie's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alger Weatherbie's mutual fund. These opinions can provide insight into Alger Weatherbie's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alger Mutual Fund
Alger Weatherbie financial ratios help investors to determine whether Alger 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 Alger with respect to the benefits of owning Alger Weatherbie security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |