Index Fund Class Fund Manager Performance Evaluation
| WFINX Fund | USD 59.46 0.25 0.42% |
The fund retains a Market Volatility (i.e., Beta) of 0.73, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Index Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Index Fund is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Index Fund Class are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Index Fund may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.1900 |
INDEX |
Index Fund Relative Risk vs. Return Landscape
If you would invest 5,451 in Index Fund Class on November 4, 2025 and sell it today you would earn a total of 495.00 from holding Index Fund Class or generate 9.08% return on investment over 90 days. Index Fund Class is currently producing 0.1481% returns and takes up 1.0658% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than INDEX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Index Fund Current Valuation
Overvalued
Today
Please note that Index Fund's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Index Fund Class retains a regular Real Value of $54.6 per share. The prevalent price of the fund is $59.46. We determine the value of Index Fund Class from evaluating 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 come together.
Since Index Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of INDEX Mutual Fund. However, Index Fund'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 59.46 | Real 54.6 | Hype 59.46 | Naive 60.56 |
The intrinsic value of Index Fund'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 Index Fund'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 Index Fund Class helps investors to forecast how INDEX 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 Index Fund more accurately as focusing exclusively on Index Fund's fundamentals will not take into account other important factors: Index Fund Target Price Odds to finish over Current Price
The tendency of INDEX 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 |
| 59.46 | 90 days | 59.46 | about 13.13 |
Based on a normal probability distribution, the odds of Index Fund to move above the current price in 90 days from now is about 13.13 (This Index Fund Class probability density function shows the probability of INDEX Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Index Fund has a beta of 0.73. This entails as returns on the market go up, Index Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Index Fund Class will be expected to be much smaller as well. Additionally Index Fund Class has an alpha of 0.0784, implying that it can generate a 0.0784 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Index Fund Price Density |
| Price |
Predictive Modules for Index Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Index Fund Class. 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.Index Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Index Fund is not an exception. The market had few large corrections towards the Index Fund's 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 Index Fund Class, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Index Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.73 | |
σ | Overall volatility | 2.33 | |
Ir | Information ratio | 0.07 |
Index Fund 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 Index Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Index Fund Class 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 97.76% of its net assets in stocks |
Index Fund Fundamentals Growth
INDEX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Index Fund, and Index Fund 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 INDEX Mutual Fund performance.
| Price To Earning | 18.75 X | |||
| Price To Book | 2.61 X | |||
| Price To Sales | 1.83 X | |||
| Total Asset | 7.35 M | |||
About Index Fund Performance
Evaluating Index Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Index Fund 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 Index Fund 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 invests at least 80 percent of its net assets in a diversified portfolio of equity securities designed to replicate the holdings and weightings of the stocks comprising the SP 500 Index. The advisors invest in substantially all of the common stocks comprising the SP 500 Index and attempt to achieve at least a 95 percent correlation between the performance of the SP 500 Index and the funds investment results, before fees and expenses. The fund is non-diversified.Things to note about Index Fund Class performance evaluation
Checking the ongoing alerts about Index Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Index Fund Class 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 97.76% of its net assets in stocks |
- Analyzing Index Fund'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 Index Fund's stock is overvalued or undervalued compared to its peers.
- Examining Index Fund'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 Index Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Index Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Index Fund's mutual fund. These opinions can provide insight into Index Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in INDEX Mutual Fund
Index Fund financial ratios help investors to determine whether INDEX 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 INDEX with respect to the benefits of owning Index Fund security.
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