Walden Smid Cap Fund Manager Performance Evaluation
| WASMX Fund | USD 27.17 0.46 1.72% |
The entity maintains a market beta of 0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Walden Smid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Walden Smid is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Walden Smid Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Walden Smid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0000 |
Walden |
Walden Smid Relative Risk vs. Return Landscape
If you would invest 2,442 in Walden Smid Cap on August 28, 2024 and sell it today you would earn a total of 275.00 from holding Walden Smid Cap or generate 11.26% return on investment over 90 days. Walden Smid Cap is currently producing 0.1731% returns and takes up 0.8566% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Walden, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Walden Smid Current Valuation
Fairly Valued
Today
Please note that Walden Smid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Walden Smid Cap maintains a prevalent Real Value of $27.29 per share. The last-minute price of the fund is $27.17. We determine the value of Walden Smid Cap 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 Walden Smid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Walden Mutual Fund. However, Walden Smid'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 27.17 | Real 27.29 | Hype 27.17 | Naive 26.84 |
The intrinsic value of Walden Smid'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 Walden Smid'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 Walden Smid Cap helps investors to forecast how Walden 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 Walden Smid more accurately as focusing exclusively on Walden Smid's fundamentals will not take into account other important factors: Walden Smid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Walden Smid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Walden Smid Cap, and traders can use it to determine the average amount a Walden Smid'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 = 0.2021
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | WASMX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Walden Smid is performing at about 15% 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 Walden Smid by adding it to a well-diversified portfolio.
Walden Smid Fundamentals Growth
Walden Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Walden Smid, and Walden Smid 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 Walden Mutual Fund performance.
About Walden Smid Performance
Evaluating Walden Smid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Walden Smid 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 Walden Smid 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 at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance risks and opportunities may affect a companys revenues, expenses, assets, liabilities, and overall risk.Things to note about Walden Smid Cap performance evaluation
Checking the ongoing alerts about Walden Smid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Walden Smid Cap 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 97.61% of its net assets in stocks |
- Analyzing Walden Smid'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 Walden Smid's stock is overvalued or undervalued compared to its peers.
- Examining Walden Smid'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 Walden Smid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Walden Smid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Walden Smid's mutual fund. These opinions can provide insight into Walden Smid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Walden Mutual Fund
Walden Smid financial ratios help investors to determine whether Walden 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 Walden with respect to the benefits of owning Walden Smid security.
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