Wcm China Quality Fund Manager Performance Evaluation
| WCQGX Fund | USD 8.66 0.20 2.36% |
The entity maintains a market beta of 0.13, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wcm China's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wcm China is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Wcm China Quality are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wcm China may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreWcm |
Wcm China Relative Risk vs. Return Landscape
If you would invest 786.00 in Wcm China Quality on August 30, 2024 and sell it today you would earn a total of 80.00 from holding Wcm China Quality or generate 10.18% return on investment over 90 days. Wcm China Quality is currently producing 0.175% returns and takes up 2.0656% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Wcm, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wcm China Current Valuation
Fairly Valued
Today
Please note that Wcm China's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Wcm China Quality maintains a prevalent Real Value of $8.74 per share. The last-minute price of the fund is $8.66. We determine the value of Wcm China Quality 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 China is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wcm Mutual Fund. However, Wcm China'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 8.66 | Real 8.74 | Hype 8.66 | Naive 8.02 |
The intrinsic value of Wcm China'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 China'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 China Quality 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 China more accurately as focusing exclusively on Wcm China's fundamentals will not take into account other important factors: Wcm China Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wcm China's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wcm China Quality, and traders can use it to determine the average amount a Wcm China'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 = 0.0847
| Best Portfolio | Best Equity | |||
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| Average Returns | ||||
| Small Returns | WCQGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.07 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Wcm China is performing at about 6% 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 China by adding it to a well-diversified portfolio.
Wcm China Fundamentals Growth
Wcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wcm China, and Wcm China 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 | 11.31 M | |||
About Wcm China Performance
Evaluating Wcm China's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wcm China 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 China 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 Chinese companies. The advisor considers a company to be a Chinese company if it has been organized under the laws of, has its principal offices in, or has its securities principally traded in, China, or if the company derives at least 50 percent of its revenues or net profits from, or has at least 50 percent of its assets or production capacities in, China. It is non-diversified.Things to note about Wcm China Quality performance evaluation
Checking the ongoing alerts about Wcm China for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wcm China Quality 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 96.71% of its net assets in stocks |
- Analyzing Wcm China'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 China's stock is overvalued or undervalued compared to its peers.
- Examining Wcm China'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 China's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wcm China's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wcm China's mutual fund. These opinions can provide insight into Wcm China's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wcm Mutual Fund
Wcm China 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 China security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |