Wasatch Small Cap Fund Manager Performance Evaluation
| WICVX Fund | USD 9.80 0.02 0.20% |
The entity maintains a market beta of -0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wasatch Small are expected to decrease at a much lower rate. During the bear market, Wasatch Small is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Small Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Wasatch Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 1.0600 |
Wasatch |
Wasatch Small Relative Risk vs. Return Landscape
If you would invest 859.00 in Wasatch Small Cap on November 1, 2025 and sell it today you would earn a total of 121.00 from holding Wasatch Small Cap or generate 14.09% return on investment over 90 days. Wasatch Small Cap is currently producing 0.2267% returns and takes up 1.4727% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Wasatch, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Small Current Valuation
Undervalued
Today
Please note that Wasatch Small's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Wasatch Small Cap prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wasatch Small Cap is $9.8. We determine the value of Wasatch Small Cap 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 Wasatch Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Small'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 9.8 | Real 0.0 | Hype 0.0 | Naive 9.65 |
The intrinsic value of Wasatch Small'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 Wasatch Small'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 Wasatch Small Cap 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 Small more accurately as focusing exclusively on Wasatch Small's fundamentals will not take into account other important factors: Wasatch Small 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 |
| 9.80 | 90 days | 9.80 | about 10.42 |
Based on a normal probability distribution, the odds of Wasatch Small to move above the current price in 90 days from now is about 10.42 (This Wasatch Small Cap probability density function shows the probability of Wasatch Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wasatch Small Cap has a beta of -0.25. This entails as returns on the benchmark increase, returns on holding Wasatch Small are expected to decrease at a much lower rate. During a bear market, however, Wasatch Small Cap is likely to outperform the market. Additionally Wasatch Small Cap has an alpha of 0.2298, implying that it can generate a 0.23 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Wasatch Small Price Density |
| Price |
Predictive Modules for Wasatch Small
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 Small Cap. 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 Small's 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 Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wasatch Small is not an exception. The market had few large corrections towards the Wasatch Small'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 Wasatch Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wasatch Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | -0.25 | |
σ | Overall volatility | 0.62 | |
Ir | Information ratio | 0.11 |
Wasatch Small 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 Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wasatch Small Cap 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 98.88% of its net assets in stocks |
Wasatch Small Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Small, and Wasatch Small 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 Wasatch Mutual Fund performance.
| Price To Earning | 1.94 X | |||
| Price To Book | 1.80 X | |||
| Price To Sales | 0.86 X | |||
| Total Asset | 873.78 M | |||
About Wasatch Small Performance
Evaluating Wasatch Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Small 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 Small 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.
It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. Wasatch Small is traded on NASDAQ Exchange in the United States.Things to note about Wasatch Small Cap performance evaluation
Checking the ongoing alerts about Wasatch Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Small Cap 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 98.88% of its net assets in stocks |
- Analyzing Wasatch Small'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 Wasatch Small's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Small'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 Wasatch Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Small's mutual fund. These opinions can provide insight into Wasatch Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Small 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 Small security.
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