Ultimus Managers Trust Fund Manager Performance Evaluation
| WWMCX Fund | USD 9.70 0.00 0.00% |
The entity has a beta of -0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ultimus Managers are expected to decrease at a much lower rate. During the bear market, Ultimus Managers is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ultimus Managers Trust are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Ultimus Managers showed solid returns over the last few months and may actually be approaching a breakup point.
...moreUltimus |
Ultimus Managers Relative Risk vs. Return Landscape
If you would invest 854.00 in Ultimus Managers Trust on November 30, 2025 and sell it today you would earn a total of 116.00 from holding Ultimus Managers Trust or generate 13.58% return on investment over 90 days. Ultimus Managers Trust is currently producing 0.2218% returns and takes up 1.0999% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Ultimus, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ultimus Managers Current Valuation
Overvalued
Today
Please note that Ultimus Managers' price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Ultimus Managers Trust has a current Real Value of $8.81 per share. The regular price of the fund is $9.7. Our model measures the value of Ultimus Managers Trust from inspecting the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Ultimus Managers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ultimus Mutual Fund. However, Ultimus Managers' 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 9.7 | Real 8.81 | Hype 9.7 | Naive 9.64 |
The intrinsic value of Ultimus Managers' 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 Ultimus Managers' 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 Ultimus Managers Trust helps investors to forecast how Ultimus 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 Ultimus Managers more accurately as focusing exclusively on Ultimus Managers' fundamentals will not take into account other important factors: Ultimus Managers Target Price Odds to finish over Current Price
The tendency of Ultimus 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 |
| 9.70 | 90 days | 9.70 | about 22.09 |
Based on a normal probability distribution, the odds of Ultimus Managers to move above the current price in 90 days from now is about 22.09 (This Ultimus Managers Trust probability density function shows the probability of Ultimus Mutual Fund to fall within a particular range of prices over 90 days) .
Ultimus Managers Price Density |
| Price |
Predictive Modules for Ultimus Managers
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ultimus Managers Trust. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ultimus Managers' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Ultimus Managers Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ultimus Managers is not an exception. The market had few large corrections towards the Ultimus Managers' 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 Ultimus Managers Trust, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ultimus Managers within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.27 | |
β | Beta against Dow Jones | -0.27 | |
σ | Overall volatility | 0.52 | |
Ir | Information ratio | 0.15 |
Ultimus Managers 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 Ultimus Managers for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ultimus Managers Trust 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 all of the net assets in exotic instruments |
Ultimus Managers Fundamentals Growth
Ultimus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ultimus Managers, and Ultimus Managers 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 Ultimus Mutual Fund performance.
About Ultimus Managers Performance
Evaluating Ultimus Managers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ultimus Managers 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 Ultimus Managers 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 equity securities of mid-cap companies. The fund adviser considers mid-cap companies to be those companies within the market capitalization range of the Russell Midcap Index at the time of initial purchase. Under normal conditions, the fund invests in approximately 50-80 securities that are well-diversified among market sectors.Things to note about Ultimus Managers Trust performance evaluation
Checking the ongoing alerts about Ultimus Managers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ultimus Managers Trust 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 Ultimus Managers' 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 Ultimus Managers' stock is overvalued or undervalued compared to its peers.
- Examining Ultimus Managers' 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 Ultimus Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ultimus Managers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ultimus Managers' mutual fund. These opinions can provide insight into Ultimus Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ultimus Mutual Fund
Ultimus Managers financial ratios help investors to determine whether Ultimus 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 Ultimus with respect to the benefits of owning Ultimus Managers security.
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