Wcm Sustainable Developing Fund Manager Performance Evaluation
| WCMDX Fund | USD 14.35 0.00 0.00% |
The entity maintains a market beta of 0.34, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wcm Sustainable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wcm Sustainable is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wcm Sustainable Developing are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Wcm Sustainable is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Wcm Sustainable Relative Risk vs. Return Landscape
If you would invest 1,366 in Wcm Sustainable Developing on August 26, 2024 and sell it today you would earn a total of 69.00 from holding Wcm Sustainable Developing or generate 5.05% return on investment over 90 days. Wcm Sustainable Developing is currently producing 0.0774% returns and takes up 0.5591% volatility of returns over 90 trading days. Put another way, 4% 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 Sustainable Current Valuation
Fairly Valued
Today
Please note that Wcm Sustainable's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wcm Sustainable Deve maintains a prevalent Real Value of $14.21 per share. The last-minute price of the fund is $14.35. We determine the value of Wcm Sustainable Deve 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 Sustainable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wcm Mutual Fund. However, Wcm Sustainable'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 14.35 | Real 14.21 | Hype 14.35 | Naive 14.19 |
The intrinsic value of Wcm Sustainable'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 Sustainable'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 Sustainable Developing 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 Sustainable more accurately as focusing exclusively on Wcm Sustainable's fundamentals will not take into account other important factors: Wcm Sustainable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wcm Sustainable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wcm Sustainable Developing, and traders can use it to determine the average amount a Wcm Sustainable'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 = 0.1384
| Best Portfolio | Best Equity | |||
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| Cash | WCMDX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Wcm Sustainable is performing at about 10% 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 Sustainable by adding it to a well-diversified portfolio.
Wcm Sustainable Fundamentals Growth
Wcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wcm Sustainable, and Wcm Sustainable 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 | 3.26 M | ||||
About Wcm Sustainable Performance
Evaluating Wcm Sustainable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wcm Sustainable 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 Sustainable 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 located in developing countries. Its investments in equity securities may include common stock and depositary receipts. It is non-diversified.Things to note about Wcm Sustainable Deve performance evaluation
Checking the ongoing alerts about Wcm Sustainable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wcm Sustainable Deve 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 95.03% of its net assets in stocks |
- Analyzing Wcm Sustainable'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 Sustainable's stock is overvalued or undervalued compared to its peers.
- Examining Wcm Sustainable'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 Sustainable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wcm Sustainable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wcm Sustainable's mutual fund. These opinions can provide insight into Wcm Sustainable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wcm Mutual Fund
Wcm Sustainable 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 Sustainable security.
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