Westwood Quality Smallcap Fund Manager Performance Evaluation
| WHGAX Fund | USD 23.23 0.36 1.57% |
The entity maintains a market beta of 1.46, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Westwood Quality will likely underperform.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Quality Smallcap are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Westwood Quality may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.0400 |
Westwood |
Westwood Quality Relative Risk vs. Return Landscape
If you would invest 2,182 in Westwood Quality Smallcap on August 27, 2024 and sell it today you would earn a total of 141.00 from holding Westwood Quality Smallcap or generate 6.46% return on investment over 90 days. Westwood Quality Smallcap is currently producing 0.106% returns and takes up 1.2922% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Westwood, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Quality Current Valuation
Fairly Valued
Today
Please note that Westwood Quality's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westwood Quality Smallcap maintains a prevalent Real Value of $22.94 per share. The last-minute price of the fund is $23.23. We determine the value of Westwood Quality Smallcap 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 Westwood Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Quality'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 23.23 | Real 22.94 | Hype 23.23 | Naive 22.75 |
The intrinsic value of Westwood Quality'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 Westwood Quality'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 Westwood Quality Smallcap helps investors to forecast how Westwood 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 Westwood Quality more accurately as focusing exclusively on Westwood Quality's fundamentals will not take into account other important factors: Westwood Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Quality's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Quality Smallcap, and traders can use it to determine the average amount a Westwood Quality'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 = 0.082
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WHGAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Westwood Quality 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 Westwood Quality by adding it to a well-diversified portfolio.
Westwood Quality Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Quality, and Westwood Quality 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 Westwood Mutual Fund performance.
| Total Asset | 929.94 M | ||||
About Westwood Quality Performance
Evaluating Westwood Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Quality 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 Westwood Quality 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, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds , real estate investment trusts and master limited partnerships.Things to note about Westwood Quality Smallcap performance evaluation
Checking the ongoing alerts about Westwood Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Quality Smallcap 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 all of its net assets in stocks |
- Analyzing Westwood Quality'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 Westwood Quality's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Quality'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 Westwood Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Quality's mutual fund. These opinions can provide insight into Westwood Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Quality financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Quality security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |