Wasatch Select Inst Fund Manager Performance Evaluation
| WGUSX Fund | 13.34 0.09 0.67% |
The entity maintains a market beta of 0.0706, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wasatch Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Us is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Select Inst are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Wasatch Us may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Philippine Wealth Fund to Invest in Port Company Asian Terminals - Bloomberg.com | 12/15/2025 |
2 | Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | 01/16/2026 |
Wasatch |
Wasatch Us Relative Risk vs. Return Landscape
If you would invest 1,234 in Wasatch Select Inst on November 14, 2025 and sell it today you would earn a total of 100.00 from holding Wasatch Select Inst or generate 8.1% return on investment over 90 days. Wasatch Select Inst is currently producing 0.1433% returns and takes up 1.6782% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Wasatch, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Us Current Valuation
Overvalued
Today
Please note that Wasatch Us' price fluctuation is not too volatile at this time. Wasatch Select Inst maintains a prevalent Real Value of USD12.8 per share. The last-minute price of the fund is USD13.34. Our model calculates the value of Wasatch Select Inst from examining the fund 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 grow together.
Since Wasatch Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Us' 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 13.34 | Real 12.8 | Hype 13.33 |
The intrinsic value of Wasatch Us' 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 Wasatch Us' 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 Wasatch Select Inst helps investors to forecast how Wasatch 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 Wasatch Us more accurately as focusing exclusively on Wasatch Us' fundamentals will not take into account other important factors: Wasatch Us Target Price Odds to finish over Current Price
The tendency of Wasatch 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 |
| 13.34 | 90 days | 13.34 | about 35.03 |
Based on a normal probability distribution, the odds of Wasatch Us to move above the current price in 90 days from now is about 35.03 (This Wasatch Select Inst probability density function shows the probability of Wasatch Mutual Fund to fall within a particular range of prices over 90 days) .
Wasatch Us Price Density |
| Price |
Predictive Modules for Wasatch Us
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wasatch Select Inst. 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 Wasatch Us' 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.
Wasatch Us Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wasatch Us is not an exception. The market had few large corrections towards the Wasatch Us' 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 Wasatch Select Inst, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wasatch Us within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.07 | |
σ | Overall volatility | 0.65 | |
Ir | Information ratio | -0.01 |
Wasatch Us 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 Wasatch Us for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wasatch Select Inst can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps all of the net assets in exotic instruments |
About Wasatch Us Performance
Evaluating Wasatch Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Us 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 Wasatch Us 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 will invest at least 80 percent of the funds net assets in equity securities of companies of all market capitalizations that are tied economically to the U.S. Equity securities include common stock. It may invest up to 20 percent of its total assets at the time of purchase in the equity securities of foreign companies . The fund is non-diversified.Things to note about Wasatch Select Inst performance evaluation
Checking the ongoing alerts about Wasatch Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Select Inst help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps all of the net assets in exotic instruments |
- Analyzing Wasatch Us' 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 Wasatch Us' stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Us' 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 Wasatch Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Us' mutual fund. These opinions can provide insight into Wasatch Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Us financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch Us security.
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