Wasatch Emerging Markets Fund Manager Performance Evaluation
| WAEMX Fund | USD 2.73 0.02 0.74% |
The entity maintains a market beta of 0.0884, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wasatch Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Emerging is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Wasatch Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's primary indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.9600 |
Wasatch |
Wasatch Emerging Relative Risk vs. Return Landscape
If you would invest 314.00 in Wasatch Emerging Markets on November 3, 2024 and sell it today you would lose (41.00) from holding Wasatch Emerging Markets or give up 13.06% of portfolio value over 90 days. Wasatch Emerging Markets is currently producing negative expected returns and takes up 1.2834% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Emerging Current Valuation
Fairly Valued
Today
Please note that Wasatch Emerging's price fluctuation is slightly risky at this time. Based on Macroaxis valuation methodology, the fund appears to be fairly valued. Wasatch Emerging Markets maintains a prevalent Real Value of $2.78 per share. The last-minute price of the fund is $2.73. We determine the value of Wasatch Emerging Markets 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 Wasatch Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Emerging'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 2.73 | Real 2.78 | Hype 2.73 | Naive 2.68 |
The intrinsic value of Wasatch Emerging'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 Wasatch Emerging'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 Wasatch Emerging Markets helps investors to forecast how Wasatch 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 Wasatch Emerging more accurately as focusing exclusively on Wasatch Emerging's fundamentals will not take into account other important factors: Wasatch Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Emerging Markets, and traders can use it to determine the average amount a Wasatch Emerging'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 = -0.172
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WAEMX |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wasatch Emerging is not performing at its full potential. However, 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 Wasatch Emerging by adding Wasatch Emerging to a well-diversified portfolio.
Wasatch Emerging Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Emerging, and Wasatch Emerging 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 Wasatch Mutual Fund performance.
| Price To Earning | 23.37 X | ||||
| Price To Book | 4.42 X | ||||
| Price To Sales | 2.96 X | ||||
| Total Asset | 140.42 M | ||||
About Wasatch Emerging Performance
Evaluating Wasatch Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Emerging 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 Wasatch Emerging 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 invests primarily in small companies tied economically to emerging markets. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were information technology, financials, industrials, consumer discretionary, and consumer staples. It is non-diversified.Things to note about Wasatch Emerging Markets performance evaluation
Checking the ongoing alerts about Wasatch Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wasatch Emerging generated a negative expected return over the last 90 days | |
| The fund generated three year return of -6.0% | |
| Wasatch Emerging Markets keeps 99.4% of its net assets in stocks |
- Analyzing Wasatch Emerging'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 Wasatch Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Emerging'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 Wasatch Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Emerging's mutual fund. These opinions can provide insight into Wasatch Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Emerging financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch Emerging security.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |