Westwood Quality Value Fund Manager Performance Evaluation
| WWLCX Fund | USD 13.92 0.14 1.02% |
The entity maintains a market beta of 0.66, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westwood Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Quality is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Westwood Quality Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Westwood Quality is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Westwood Quality Relative Risk vs. Return Landscape
If you would invest 1,416 in Westwood Quality Value on November 2, 2024 and sell it today you would lose (24.00) from holding Westwood Quality Value or give up 1.69% of portfolio value over 90 days. Westwood Quality Value is currently producing negative expected returns and takes up 1.133% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Westwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Quality Current Valuation
Undervalued
Today
Please note that Westwood Quality's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Westwood Quality Value prevalent Real Value cannot be determined due to lack of data. The last-minute price of Westwood Quality Value is $13.92. We determine the value of Westwood Quality Value 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 Westwood Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood 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 13.92 | Real 0.0 | Hype 0.0 | Naive 13.67 |
The intrinsic value of Westwood 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 Westwood 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 Westwood Quality Value helps investors to forecast how Westwood 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 Westwood Quality more accurately as focusing exclusively on Westwood Quality's fundamentals will not take into account other important factors: Westwood Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Quality's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Quality Value, and traders can use it to determine the average amount a Westwood 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 = -0.0195
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WWLCX |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Westwood Quality is not performing at its full potential. However, 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 Westwood Quality by adding Westwood Quality to a well-diversified portfolio.
Westwood Quality Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Quality, and Westwood 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 Westwood Mutual Fund performance.
| Total Asset | 251.66 M | |||
About Westwood Quality Performance
Evaluating Westwood Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood 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 Westwood 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. Westwood Largecap is traded on NASDAQ Exchange in the United States.Things to note about Westwood Quality Value performance evaluation
Checking the ongoing alerts about Westwood Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Quality Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Westwood Quality generated a negative expected return over the last 90 days | |
| The fund keeps 97.42% of its net assets in stocks |
- Analyzing Westwood 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 Westwood Quality's stock is overvalued or undervalued compared to its peers.
- Examining Westwood 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 Westwood Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Quality's mutual fund. These opinions can provide insight into Westwood Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Quality financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Quality security.
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