Wasatch Greater China Fund Manager Performance Evaluation
| WAGCX Fund | USD 4.67 0.01 0.21% |
The entity maintains a market beta of 0.27, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wasatch Greater's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Greater is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Greater China are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Wasatch Greater showed solid returns over the last few months and may actually be approaching a breakup point.
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Wasatch Greater Relative Risk vs. Return Landscape
If you would invest 406.00 in Wasatch Greater China on August 28, 2024 and sell it today you would earn a total of 61.00 from holding Wasatch Greater China or generate 15.02% return on investment over 90 days. Wasatch Greater China is currently producing 0.2435% returns and takes up 2.2403% volatility of returns over 90 trading days. Put another way, 19% of traded mutual funds are less volatile than Wasatch, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Greater Current Valuation
Fairly Valued
Today
Please note that Wasatch Greater's price fluctuation is slightly risky at this time. At this time, the fund appears to be fairly valued. Wasatch Greater China maintains a prevalent Real Value of $4.71 per share. The last-minute price of the fund is $4.67. We determine the value of Wasatch Greater China 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 Greater is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Greater'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 4.67 | Real 4.71 | Hype 4.67 |
The intrinsic value of Wasatch Greater'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 Greater'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 Greater China 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 Greater more accurately as focusing exclusively on Wasatch Greater's fundamentals will not take into account other important factors: Wasatch Greater Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Greater's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Greater China, and traders can use it to determine the average amount a Wasatch Greater'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 = 0.1087
| Best Portfolio | Best Equity | |||
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| Small Returns | WAGCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.24 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Wasatch Greater is performing at about 8% 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 Wasatch Greater by adding it to a well-diversified portfolio.
Wasatch Greater Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Greater, and Wasatch Greater 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 | 5.96 M | ||||
About Wasatch Greater Performance
Evaluating Wasatch Greater's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Greater 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 Greater 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 in equity securities of companies of all market capitalizations whose principal activities are economically tied to the Greater China Region. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, industrials, consumer staples, financials, consumer discretionary, and health care. The fund is non-diversified.Things to note about Wasatch Greater China performance evaluation
Checking the ongoing alerts about Wasatch Greater for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Greater China help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 99.41% of its net assets in stocks |
- Analyzing Wasatch Greater'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 Greater's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Greater'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 Greater's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Greater's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Greater's mutual fund. These opinions can provide insight into Wasatch Greater's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Greater 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 Greater security.
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| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
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