Wcm Alternatives Event Driven Fund Manager Performance Evaluation
| WCEIX Fund | USD 10.33 0.01 0.1% |
The entity maintains a market beta of 0.0251, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wcm Alternatives:'s returns are expected to increase less than the market. However, during the bear market, the loss of holding Wcm Alternatives: is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wcm Alternatives Event Driven are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Wcm Alternatives: may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 23rd of April 2021 | |
| Expense Ratio | 1.6000 |
Wcm |
Wcm Alternatives: Relative Risk vs. Return Landscape
If you would invest 970.00 in Wcm Alternatives Event Driven on November 6, 2025 and sell it today you would earn a total of 63.00 from holding Wcm Alternatives Event Driven or generate 6.49% return on investment over 90 days. Wcm Alternatives Event Driven is currently producing 0.1073% returns and takes up 0.7063% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wcm, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wcm Alternatives: Current Valuation
Fairly Valued
Today
Please note that Wcm Alternatives:'s price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wcm Alternatives Event maintains a prevalent Real Value of $10.24 per share. The last-minute price of the fund is $10.33. We determine the value of Wcm Alternatives Event 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 Wcm Alternatives: is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wcm Mutual Fund. However, Wcm Alternatives:'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 10.33 | Real 10.24 | Hype 10.33 | Naive 10.46 |
The intrinsic value of Wcm Alternatives:'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 Wcm Alternatives:'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 Wcm Alternatives Event Driven helps investors to forecast how Wcm 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 Wcm Alternatives: more accurately as focusing exclusively on Wcm Alternatives:'s fundamentals will not take into account other important factors: Wcm Alternatives: Target Price Odds to finish over Current Price
The tendency of Wcm 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 |
| 10.33 | 90 days | 10.33 | about 14.31 |
Based on a normal probability distribution, the odds of Wcm Alternatives: to move above the current price in 90 days from now is about 14.31 (This Wcm Alternatives Event Driven probability density function shows the probability of Wcm Mutual Fund to fall within a particular range of prices over 90 days) .
Wcm Alternatives: Price Density |
| Price |
Predictive Modules for Wcm Alternatives:
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wcm Alternatives Event. 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.Wcm Alternatives: Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wcm Alternatives: is not an exception. The market had few large corrections towards the Wcm Alternatives:'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 Wcm Alternatives Event Driven, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wcm Alternatives: within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.30 | |
Ir | Information ratio | 0.06 |
Wcm Alternatives: 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 Wcm Alternatives: for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wcm Alternatives Event 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 keeps about 5.02% of its net assets in cash |
Wcm Alternatives: Fundamentals Growth
Wcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wcm Alternatives:, and Wcm Alternatives: 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 Wcm Mutual Fund performance.
| Price To Earning | 18.38 X | |||
| Price To Book | 1.86 X | |||
| Price To Sales | 1.29 X | |||
| Total Asset | 304.54 M | |||
About Wcm Alternatives: Performance
Evaluating Wcm Alternatives:'s performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wcm Alternatives: 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 Wcm Alternatives: 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 adviser primarily employs investment strategies designed to capture price movements generated by specific events, including, but not limited to, equity andor debt securities of companies involved in mergers, acquisitions, asset sales or other divestitures, restructurings, refinancings, recapitalizations, reorganizations or other special situations .Things to note about Wcm Alternatives Event performance evaluation
Checking the ongoing alerts about Wcm Alternatives: for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wcm Alternatives Event 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 about 5.02% of its net assets in cash |
- Analyzing Wcm Alternatives:'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 Wcm Alternatives:'s stock is overvalued or undervalued compared to its peers.
- Examining Wcm Alternatives:'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 Wcm Alternatives:'s management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wcm Alternatives:'s management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wcm Alternatives:'s mutual fund. These opinions can provide insight into Wcm Alternatives:'s potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wcm Mutual Fund
Wcm Alternatives: financial ratios help investors to determine whether Wcm 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 Wcm with respect to the benefits of owning Wcm Alternatives: security.
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