Investment Managers Series Fund Manager Performance Evaluation
| WCFEX Fund | 20.21 0.22 1.08% |
The fund retains a Market Volatility (i.e., Beta) of 0.41, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Investment Managers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Investment Managers is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Investment Managers Series are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Investment Managers showed solid returns over the last few months and may actually be approaching a breakup point.
...moreInvestment |
Investment Managers Relative Risk vs. Return Landscape
If you would invest 1,676 in Investment Managers Series on November 7, 2025 and sell it today you would earn a total of 345.00 from holding Investment Managers Series or generate 20.58% return on investment over 90 days. Investment Managers Series is currently producing 0.3227% returns and takes up 1.4635% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Investment, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investment Managers Current Valuation
Undervalued
Today
Please note that Investment Managers' price fluctuation is very steady at this time. Investment Managers retains a regular Real Value of USD21.46 per share. The prevalent price of the fund is USD20.21. Our model calculates the value of Investment Managers from evaluating the entity technical indicators and probability of bankruptcy. In general, investors encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Investment Managers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Investment Mutual Fund. However, Investment Managers' 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 20.21 | Real 21.46 | Hype 20.21 | Naive 20.62 |
The intrinsic value of Investment Managers' 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 Investment Managers' 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 Investment Managers Series helps investors to forecast how Investment 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 Investment Managers more accurately as focusing exclusively on Investment Managers' fundamentals will not take into account other important factors: Investment Managers Target Price Odds to finish over Current Price
The tendency of Investment 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 |
| 20.21 | 90 days | 20.21 | nearly 4.32 |
Based on a normal probability distribution, the odds of Investment Managers to move above the current price in 90 days from now is nearly 4.32 (This Investment Managers Series probability density function shows the probability of Investment Mutual Fund to fall within a particular range of prices over 90 days) .
Investment Managers Price Density |
| Price |
Predictive Modules for Investment Managers
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Investment Managers. 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 Investment Managers' 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.
Investment Managers Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Investment Managers is not an exception. The market had few large corrections towards the Investment Managers' 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 Investment Managers Series, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Investment Managers within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 0.41 | |
σ | Overall volatility | 1.26 | |
Ir | Information ratio | 0.14 |
Investment Managers 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 Investment Managers for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Investment Managers 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 all of the net assets in exotic instruments |
About Investment Managers Performance
Evaluating Investment Managers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Investment Managers 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 Investment Managers 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 market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies in emerging or frontier countries or markets, excluding companies in China. The fund may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries. However, from time to time, the fund may have a significant portion of its assets invested in the securities of companies domiciled in one or a few countries or regions.Things to note about Investment Managers performance evaluation
Checking the ongoing alerts about Investment Managers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Investment Managers 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 all of the net assets in exotic instruments |
- Analyzing Investment Managers' 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 Investment Managers' stock is overvalued or undervalued compared to its peers.
- Examining Investment Managers' 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 Investment Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investment Managers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Investment Managers' mutual fund. These opinions can provide insight into Investment Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Investment Mutual Fund
Investment Managers financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment Managers security.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |