Walden Equity Fund Manager Performance Evaluation
| WSEFX Fund | USD 36.77 0.07 0.19% |
The entity maintains a market beta of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Walden Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Walden Equity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Walden Equity Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Walden Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.9600 |
Walden |
Walden Equity Relative Risk vs. Return Landscape
If you would invest 3,123 in Walden Equity Fund on November 19, 2025 and sell it today you would earn a total of 554.00 from holding Walden Equity Fund or generate 17.74% return on investment over 90 days. Walden Equity Fund is currently producing 0.2801% returns and takes up 1.6097% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Walden, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Walden Equity Current Valuation
Undervalued
Today
Please note that Walden Equity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Walden Equity maintains a prevalent Real Value of $39.24 per share. The last-minute price of the fund is $36.77. We determine the value of Walden Equity 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 Walden Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Walden Mutual Fund. However, Walden Equity'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 36.77 | Real 39.24 | Hype 36.7 |
The intrinsic value of Walden Equity'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 Walden Equity'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 Walden Equity Fund helps investors to forecast how Walden 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 Walden Equity more accurately as focusing exclusively on Walden Equity's fundamentals will not take into account other important factors: Walden Equity Target Price Odds to finish over Current Price
The tendency of Walden 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 |
| 36.77 | 90 days | 36.77 | about 22.69 |
Based on a normal probability distribution, the odds of Walden Equity to move above the current price in 90 days from now is about 22.69 (This Walden Equity Fund probability density function shows the probability of Walden Mutual Fund to fall within a particular range of prices over 90 days) .
Walden Equity Price Density |
| Price |
Predictive Modules for Walden Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Walden Equity. 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.Walden Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Walden Equity is not an exception. The market had few large corrections towards the Walden Equity'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 Walden Equity Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Walden Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.54 | |
σ | Overall volatility | 2.39 | |
Ir | Information ratio | 0.11 |
Walden Equity 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 Walden Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Walden Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gateway gets 30M in frozen funds, with more to come - Politico | |
| The fund keeps 98.98% of its net assets in stocks |
Walden Equity Fundamentals Growth
Walden Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Walden Equity, and Walden Equity 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 Walden Mutual Fund performance.
| Price To Earning | 19.80 X | ||||
| Price To Book | 3.53 X | ||||
| Price To Sales | 2.22 X | ||||
| Total Asset | 215 M | ||||
About Walden Equity Performance
Evaluating Walden Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Walden Equity 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 Walden Equity 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 fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates how financially material environmental, social, and governance factors may affect a companys revenues, expenses, assets, liabilities, and overall risk.Things to note about Walden Equity performance evaluation
Checking the ongoing alerts about Walden Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Walden Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gateway gets 30M in frozen funds, with more to come - Politico | |
| The fund keeps 98.98% of its net assets in stocks |
- Analyzing Walden Equity'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 Walden Equity's stock is overvalued or undervalued compared to its peers.
- Examining Walden Equity'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 Walden Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Walden Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Walden Equity's mutual fund. These opinions can provide insight into Walden Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Walden Mutual Fund
Walden Equity financial ratios help investors to determine whether Walden 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 Walden with respect to the benefits of owning Walden Equity security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |