Wcm Alternatives Event Driven Fund Manager Performance Evaluation
| WCERX Fund | USD 11.16 0.03 0.27% |
The entity maintains a market beta of 0.26, 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
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wcm Alternatives Event Driven are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wcm Alternatives: 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 | 23rd of April 2021 | |
| Expense Ratio | 1.8300 |
Wcm |
Wcm Alternatives: Relative Risk vs. Return Landscape
If you would invest 1,095 in Wcm Alternatives Event Driven on September 4, 2024 and sell it today you would earn a total of 21.00 from holding Wcm Alternatives Event Driven or generate 1.92% return on investment over 90 days. Wcm Alternatives Event Driven is currently producing 0.0306% returns and takes up 0.2823% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Wcm, and 99% 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 $11.14 per share. The last-minute price of the fund is $11.16. 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 11.16 | Real 11.14 | Hype 11.16 | Naive 11.21 |
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: Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wcm Alternatives:'s investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wcm Alternatives Event Driven, and traders can use it to determine the average amount a Wcm Alternatives:'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 = 0.1082
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WCERX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Wcm Alternatives: 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 Wcm Alternatives: by adding it to a well-diversified portfolio.
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.
| Total Asset | 30.95 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 9.74% 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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