Teton Westwood Equity Fund Manager Performance Evaluation
| WEEIX Fund | USD 12.64 0.14 1.12% |
The entity has a beta of 0.86, which indicates possible diversification benefits within a given portfolio. Teton Westwood returns are very sensitive to returns on the market. As the market goes up or down, Teton Westwood is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Teton Westwood Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Teton Westwood is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3900 |
Teton |
Teton Westwood Relative Risk vs. Return Landscape
If you would invest 1,196 in Teton Westwood Equity on August 28, 2024 and sell it today you would earn a total of 68.00 from holding Teton Westwood Equity or generate 5.69% return on investment over 90 days. Teton Westwood Equity is currently producing 0.0904% returns and takes up 0.7265% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Teton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Teton Westwood Current Valuation
Fairly Valued
Today
Please note that Teton Westwood's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Teton Westwood Equity has a current Real Value of $12.53 per share. The regular price of the fund is $12.64. We determine the value of Teton Westwood Equity from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Teton Westwood is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Teton Mutual Fund. However, Teton Westwood'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 12.64 | Real 12.53 | Hype 12.64 | Naive 12.61 |
The intrinsic value of Teton Westwood'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 Teton Westwood'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 Teton Westwood Equity helps investors to forecast how Teton 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 Teton Westwood more accurately as focusing exclusively on Teton Westwood's fundamentals will not take into account other important factors: Teton Westwood Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Teton Westwood's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Teton Westwood Equity, and traders can use it to determine the average amount a Teton Westwood'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 = 0.1244
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| Cash | WEEIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Teton Westwood is performing at about 9% 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 Teton Westwood by adding it to a well-diversified portfolio.
Teton Westwood Fundamentals Growth
Teton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Teton Westwood, and Teton Westwood 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 Teton Mutual Fund performance.
| Price To Earning | 17.21 X | ||||
| Price To Book | 2.34 X | ||||
| Price To Sales | 1.62 X | ||||
| Total Asset | 43.8 M | ||||
About Teton Westwood Performance
Evaluating Teton Westwood's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Teton Westwood 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 Teton Westwood 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 normally invests at least 80 percent of its net assets in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of 1 billion or more and have been operating for at least three years. The fund may also invest up to 25 percent of its total assets in foreign equity securities and in European Depositary Receipts or American Depositary Receipts .Things to note about Teton Westwood Equity performance evaluation
Checking the ongoing alerts about Teton Westwood for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Teton Westwood Equity 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 95.85% of its net assets in stocks |
- Analyzing Teton Westwood'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 Teton Westwood's stock is overvalued or undervalued compared to its peers.
- Examining Teton Westwood'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 Teton Westwood's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Teton Westwood's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Teton Westwood's mutual fund. These opinions can provide insight into Teton Westwood's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Teton Mutual Fund
Teton Westwood financial ratios help investors to determine whether Teton 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 Teton with respect to the benefits of owning Teton Westwood security.
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