West Loop Realty Fund Manager Performance Evaluation
| REIAX Fund | USD 15.09 0.10 0.67% |
The entity maintains a market beta of 0.0272, which attests to not very significant fluctuations relative to the market. As returns on the market increase, West Loop's returns are expected to increase less than the market. However, during the bear market, the loss of holding West Loop is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in West Loop Realty are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, West Loop is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | EU losing oversight of funds in rush to relax state aid rules, ECA says - Luxembourg Times | 10/23/2024 |
| Expense Ratio Date | 30th of April 2023 | |
| Expense Ratio | 1.3500 |
West |
West Loop Relative Risk vs. Return Landscape
If you would invest 1,467 in West Loop Realty on August 31, 2024 and sell it today you would earn a total of 42.00 from holding West Loop Realty or generate 2.86% return on investment over 90 days. West Loop Realty is currently producing 0.0484% returns and takes up 0.8509% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than West, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
West Loop Current Valuation
Overvalued
Today
Please note that West Loop's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. West Loop Realty maintains a prevalent Real Value of $14.63 per share. The last-minute price of the fund is $15.09. We determine the value of West Loop Realty 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 West Loop is currently traded on the exchange, buyers and sellers on that exchange determine the market value of West Mutual Fund. However, West Loop'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 15.09 | Real 14.63 | Hype 15.09 | Naive 15.55 |
The intrinsic value of West Loop'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 West Loop'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 West Loop Realty helps investors to forecast how West 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 West Loop more accurately as focusing exclusively on West Loop's fundamentals will not take into account other important factors: West Loop Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for West Loop's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as West Loop Realty, and traders can use it to determine the average amount a West Loop'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 = 0.0569
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | REIAX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average West Loop is performing at about 4% 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 West Loop by adding it to a well-diversified portfolio.
West Loop Fundamentals Growth
West Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of West Loop, and West Loop 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 West Mutual Fund performance.
| Price To Earning | 27.00 X | |||
| Price To Book | 2.69 X | |||
| Price To Sales | 6.29 X | |||
| Total Asset | 4.09 M | |||
About West Loop Performance
Evaluating West Loop's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if West Loop 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 West Loop 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.
The fund will pursue its investment objective by investing at least 80 percent of its net assets in income-producing equity securities, including common stocks, preferred stocks, convertible securities, rights, and warrants, of publicly traded companies participating in the real estate sector, such as Real Estate Investment Trusts . It may invest up to 20 percent of its net assets in securities of foreign issuers which meet the same criteria for investment as domestic companies. The fund is non-diversified.Things to note about West Loop Realty performance evaluation
Checking the ongoing alerts about West Loop for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for West Loop Realty help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating West Loop's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate West Loop's mutual fund performance include:- Analyzing West Loop'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 West Loop's stock is overvalued or undervalued compared to its peers.
- Examining West Loop'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 West Loop's management team can have a significant impact on its success or failure. Reviewing the track record and experience of West Loop's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of West Loop's mutual fund. These opinions can provide insight into West Loop's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in West Mutual Fund
West Loop financial ratios help investors to determine whether West 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 West with respect to the benefits of owning West Loop security.
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