Woman In Leadership Fund Manager Performance Evaluation
| GWILX Fund | USD 18.36 0.17 0.93% |
The entity maintains a market beta of 0.89, which attests to possible diversification benefits within a given portfolio. Woman In returns are very sensitive to returns on the market. As the market goes up or down, Woman In is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Woman In Leadership are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Woman In may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.8500 |
Woman |
Woman In Relative Risk vs. Return Landscape
If you would invest 1,667 in Woman In Leadership on August 28, 2024 and sell it today you would earn a total of 169.00 from holding Woman In Leadership or generate 10.14% return on investment over 90 days. Woman In Leadership is currently producing 0.1563% returns and takes up 0.7637% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Woman, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Woman In Current Valuation
Fairly Valued
Today
Please note that Woman In's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Woman In Leadership maintains a prevalent Real Value of $18.46 per share. The last-minute price of the fund is $18.36. We determine the value of Woman In Leadership from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Woman In is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Woman Mutual Fund. However, Woman In'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 18.36 | Real 18.46 | Hype 18.36 | Naive 18.12 |
The intrinsic value of Woman In'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 Woman In'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 Woman In Leadership helps investors to forecast how Woman 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 Woman In more accurately as focusing exclusively on Woman In's fundamentals will not take into account other important factors: Woman In Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Woman In's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Woman In Leadership, and traders can use it to determine the average amount a Woman In's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2046
| Best Portfolio | Best Equity | |||
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| Small Returns | GWILX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average Woman In is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Woman In by adding it to a well-diversified portfolio.
Woman In Fundamentals Growth
Woman Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Woman In, and Woman In 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 Woman Mutual Fund performance.
| Price To Earning | 16.15 X | ||||
| Price To Book | 2.34 X | ||||
| Price To Sales | 0.95 X | ||||
| Total Asset | 26.85 M | ||||
About Woman In Performance
Evaluating Woman In's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Woman In 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 Woman In 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.
Using quantitative analysis, under normal market circumstances, the Portfolio invests at least 80 percent of the value of its net assets in equity securities, such as common stocks, of large cap companies tied economically to the U.S. that are demonstrating commitment to advancing women through gender diversity on their boards or in management as well as through gender equitable corporate policies.Things to note about Woman In Leadership performance evaluation
Checking the ongoing alerts about Woman In for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Woman In Leadership help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.37% of its assets under management (AUM) in equities |
- Analyzing Woman In'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 Woman In's stock is overvalued or undervalued compared to its peers.
- Examining Woman In'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 Woman In's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Woman In's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Woman In's mutual fund. These opinions can provide insight into Woman In's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Woman Mutual Fund
Woman In financial ratios help investors to determine whether Woman 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 Woman with respect to the benefits of owning Woman In security.
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