Wasatch Emerging Markets Fund Manager Performance Evaluation
| WAESX Fund | USD 18.77 0.27 1.46% |
The entity maintains a market beta of 0.56, which attests to possible diversification benefits within a given portfolio. 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
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Emerging Markets are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wasatch Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 1.3700 |
Wasatch |
Wasatch Emerging Relative Risk vs. Return Landscape
If you would invest 1,817 in Wasatch Emerging Markets on October 30, 2025 and sell it today you would earn a total of 60.00 from holding Wasatch Emerging Markets or generate 3.3% return on investment over 90 days. Wasatch Emerging Markets is currently producing 0.0577% returns and takes up 0.8445% volatility of returns over 90 trading days. Put another way, 7% 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 very steady at this time. At this time, the fund appears to be fairly valued. Wasatch Emerging Markets maintains a prevalent Real Value of $18.62 per share. The last-minute price of the fund is $18.77. 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 18.77 | Real 18.62 | Hype 18.77 | Naive 18.41 |
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 Target Price Odds to finish over Current Price
The tendency of Wasatch 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 |
| 18.77 | 90 days | 18.77 | about 1.19 |
Based on a normal probability distribution, the odds of Wasatch Emerging to move above the current price in 90 days from now is about 1.19 (This Wasatch Emerging Markets probability density function shows the probability of Wasatch Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wasatch Emerging has a beta of 0.56. This entails as returns on the market go up, Wasatch Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wasatch Emerging Markets will be expected to be much smaller as well. Additionally Wasatch Emerging Markets has an alpha of 0.0395, implying that it can generate a 0.0395 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Wasatch Emerging Price Density |
| Price |
Predictive Modules for Wasatch Emerging
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wasatch Emerging Markets. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wasatch Emerging's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wasatch Emerging Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wasatch Emerging is not an exception. The market had few large corrections towards the Wasatch Emerging'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 Wasatch Emerging Markets, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wasatch Emerging within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.56 | |
σ | Overall volatility | 0.27 | |
Ir | Information ratio | 0.01 |
Wasatch Emerging 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 Wasatch Emerging for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wasatch Emerging Markets can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of -1.0% | |
| Wasatch Emerging Markets keeps about 6.92% of its net assets in cash |
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.
| Total Asset | 38.63 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 companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80 percent of its net assets in the equity securities of 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 health care, industrials, consumer discretionary, information technology, and financials. 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.| The fund generated five year return of -1.0% | |
| Wasatch Emerging Markets keeps about 6.92% of its net assets in cash |
- 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.
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