Wmcapx Fund Manager Performance Evaluation
| WMCAPX Fund | 17.47 0.13 0.75% |
The entity maintains a market beta of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wmcapx's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wmcapx is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Wmcapx are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Wmcapx may actually be approaching a critical reversion point that can send shares even higher in February 2025.
...moreWmcapx |
Wmcapx Relative Risk vs. Return Landscape
If you would invest 1,721 in Wmcapx on October 22, 2024 and sell it today you would earn a total of 26.00 from holding Wmcapx or generate 1.51% return on investment over 90 days. Wmcapx is generating 0.1184% of daily returns assuming 0.7976% volatility of returns over the 90 days investment horizon. Simply put, 7% of all funds have less volatile historical return distribution than Wmcapx, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wmcapx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wmcapx's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Wmcapx, and traders can use it to determine the average amount a Wmcapx'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 = 0.1484
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| Cash | WMCAPX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Wmcapx is performing at about 11% 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 Wmcapx by adding it to a well-diversified portfolio.
Things to note about Wmcapx performance evaluation
Checking the ongoing alerts about Wmcapx for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Wmcapx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wmcapx's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wmcapx's fund performance include:- Analyzing Wmcapx'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 Wmcapx's stock is overvalued or undervalued compared to its peers.
- Examining Wmcapx'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 Wmcapx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wmcapx's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Wmcapx's fund. These opinions can provide insight into Wmcapx's potential for growth and whether the stock is currently undervalued or overvalued.
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