Wasatch Large Cap Fund Manager Performance Evaluation
| WILCX Fund | USD 10.10 0.03 0.30% |
The entity maintains a market beta of -0.0747, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wasatch Large are expected to decrease at a much lower rate. During the bear market, Wasatch Large is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Large Cap are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Wasatch Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 0.9600 |
Wasatch |
Wasatch Large Relative Risk vs. Return Landscape
If you would invest 998.00 in Wasatch Large Cap on September 1, 2024 and sell it today you would earn a total of 12.00 from holding Wasatch Large Cap or generate 1.2% return on investment over 90 days. Wasatch Large Cap is currently producing 0.0198% returns and takes up 0.483% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Large Current Valuation
Overvalued
Today
Please note that Wasatch Large's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wasatch Large Cap maintains a prevalent Real Value of $9.81 per share. The last-minute price of the fund is $10.1. We determine the value of Wasatch Large 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Large'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 10.1 | Real 9.81 | Hype 10.1 | Naive 10.19 |
The intrinsic value of Wasatch Large'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 Large'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 Large 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 Large more accurately as focusing exclusively on Wasatch Large's fundamentals will not take into account other important factors: Wasatch Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Large Cap, and traders can use it to determine the average amount a Wasatch Large'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 = 0.0411
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WILCX |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Wasatch Large is performing at about 3% 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 Wasatch Large by adding it to a well-diversified portfolio.
Wasatch Large Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Large, and Wasatch Large 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 | 15.62 X | ||||
| Price To Book | 1.54 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 28.69 M | ||||
About Wasatch Large Performance
Evaluating Wasatch Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Large 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 Large 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.
Under normal market conditions, the fund will invest its net assets primarily in the equity securities of foreign and domestic companies of all market capitalizations. Wasatch Large is traded on NASDAQ Exchange in the United States.Things to note about Wasatch Large Cap performance evaluation
Checking the ongoing alerts about Wasatch Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Large 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 97.7% of its net assets in stocks |
- Analyzing Wasatch Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Large's mutual fund. These opinions can provide insight into Wasatch Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Large 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 Large security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |