Partners Value Fund Manager Performance Evaluation
| WPVIX Fund | USD 31.75 0.20 0.63% |
The fund holds a Beta of 1.12, which implies a somewhat significant risk relative to the market. Partners Value returns are very sensitive to returns on the market. As the market goes up or down, Partners Value is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Partners Value Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Partners Value showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
| Expense Ratio Date | 31st of July 2025 | |
| Expense Ratio | 0.8700 |
Partners |
Partners Value Relative Risk vs. Return Landscape
If you would invest 2,820 in Partners Value Fund on October 31, 2025 and sell it today you would earn a total of 355.00 from holding Partners Value Fund or generate 12.59% return on investment over 90 days. Partners Value Fund is currently producing 0.2069% returns and takes up 1.626% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Partners, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Partners Value Current Valuation
Undervalued
Today
Please note that Partners Value's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Partners Value holds a recent Real Value of $35.07 per share. The prevailing price of the fund is $31.75. We determine the value of Partners Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Partners Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Partners Mutual Fund. However, Partners Value'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 31.75 | Real 35.07 | Hype 48.9 | Naive 32.07 |
The intrinsic value of Partners Value'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 Partners Value'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 Partners Value Fund helps investors to forecast how Partners 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 Partners Value more accurately as focusing exclusively on Partners Value's fundamentals will not take into account other important factors: Partners Value Target Price Odds to finish over Current Price
The tendency of Partners 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 |
| 31.75 | 90 days | 31.75 | about 18.43 |
Based on a normal probability distribution, the odds of Partners Value to move above the current price in 90 days from now is about 18.43 (This Partners Value Fund probability density function shows the probability of Partners Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.12 . This entails Partners Value Fund market returns are sensitive to returns on the market. As the market goes up or down, Partners Value is expected to follow. Additionally Partners Value Fund has an alpha of 0.0708, implying that it can generate a 0.0708 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Partners Value Price Density |
| Price |
Predictive Modules for Partners Value
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Partners Value. 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.Partners Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Partners Value is not an exception. The market had few large corrections towards the Partners Value'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 Partners Value Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Partners Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.12 | |
σ | Overall volatility | 1.88 | |
Ir | Information ratio | 0.05 |
Partners Value 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 Partners Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Partners Value 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 96.59% of its net assets in stocks |
Partners Value Fundamentals Growth
Partners Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Partners Value, and Partners Value 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 Partners Mutual Fund performance.
| Price To Earning | 18.82 X | |||
| Price To Book | 1.79 X | |||
| Price To Sales | 1.66 X | |||
| Total Asset | 334.23 M | |||
About Partners Value Performance
Evaluating Partners Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Partners Value 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 Partners Value 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 funds investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a multi-cap fund and may invest in securities of any market capitalization. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Bloomberg 3000 Index.Things to note about Partners Value performance evaluation
Checking the ongoing alerts about Partners Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Partners Value 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 96.59% of its net assets in stocks |
- Analyzing Partners Value'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 Partners Value's stock is overvalued or undervalued compared to its peers.
- Examining Partners Value'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 Partners Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Partners Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Partners Value's mutual fund. These opinions can provide insight into Partners Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Partners Mutual Fund
Partners Value financial ratios help investors to determine whether Partners 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 Partners with respect to the benefits of owning Partners Value security.
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