Wcm Quality Dividend Fund Manager Performance Evaluation
| WQDGX Fund | 10.97 0.02 0.18% |
The entity maintains a market beta of 0.61, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wcm Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wcm Quality is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Wcm Quality Dividend are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wcm Quality is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreWcm |
Wcm Quality Relative Risk vs. Return Landscape
If you would invest 1,077 in Wcm Quality Dividend on August 30, 2024 and sell it today you would earn a total of 20.00 from holding Wcm Quality Dividend or generate 1.86% return on investment over 90 days. Wcm Quality Dividend is currently producing 0.0307% returns and takes up 0.5452% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Wcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wcm Quality Current Valuation
Fairly Valued
Today
Please note that Wcm Quality's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Wcm Quality Dividend maintains a prevalent Real Value of USD10.92 per share. The last-minute price of the fund is USD10.97. Our model calculates the value of Wcm Quality Dividend from examining the fund technical indicators and probability of bankruptcy. In general, investors 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 Wcm Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wcm Mutual Fund. However, Wcm 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 10.97 | Real 10.92 | Hype 10.97 | Naive 11.0 |
The intrinsic value of Wcm 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 Wcm 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 Wcm Quality Dividend helps investors to forecast how Wcm 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 Wcm Quality more accurately as focusing exclusively on Wcm Quality's fundamentals will not take into account other important factors: Wcm Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wcm Quality's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wcm Quality Dividend, and traders can use it to determine the average amount a Wcm 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 = 0.0563
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WQDGX |
Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Wcm Quality is performing at about 4% 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 Wcm Quality by adding it to a well-diversified portfolio.
Wcm Quality Fundamentals Growth
Wcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wcm Quality, and Wcm 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 Wcm Mutual Fund performance.
About Wcm Quality Performance
Evaluating Wcm Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wcm 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 Wcm 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in the equity securities of U.S. and non-U.S. dividend-paying companies. The fund primarily invests in the common stock of U.S. companies, as well as depositary receipts of non-U.S. companies in developed market countries.Things to note about Wcm Quality Dividend performance evaluation
Checking the ongoing alerts about Wcm Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wcm Quality Dividend 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 the net assets in exotic instruments |
- Analyzing Wcm 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 Wcm Quality's stock is overvalued or undervalued compared to its peers.
- Examining Wcm 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 Wcm Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wcm Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wcm Quality's mutual fund. These opinions can provide insight into Wcm Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wcm Mutual Fund
Wcm Quality financial ratios help investors to determine whether Wcm 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 Wcm with respect to the benefits of owning Wcm Quality security.
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