Wpg Partners Financials
| WPGTX Fund | USD 21.95 0.06 0.27% |
Wpg |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wpg Partners Fund Summary
Wpg Partners competes with Boston Partners, Boston Partners, Boston Partners, Rbb Fund, and Boston Partners. The fund invests at least 80 percent of its net assets in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000 Value Index. It may invest in companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | RBB Fund |
| Mutual Fund Family | Boston Partners |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 261 4073 |
| Currency | USD - US Dollar |
Wpg Partners Key Financial Ratios
Wpg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wpg Partners's current stock value. Our valuation model uses many indicators to compare Wpg Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wpg Partners competition to find correlations between indicators driving Wpg Partners's intrinsic value. More Info.Wpg Partners Smallmicro is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wpg Partners Smallmicro is roughly 15.83 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wpg Partners' earnings, one of the primary drivers of an investment's value.Wpg Partners Smallmicro Systematic Risk
Wpg Partners' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wpg Partners volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Wpg Partners Smallmicro correlated with the market. If Beta is less than 0 Wpg Partners generally moves in the opposite direction as compared to the market. If Wpg Partners Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wpg Partners Smallmicro is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wpg Partners is generally in the same direction as the market. If Beta > 1 Wpg Partners moves generally in the same direction as, but more than the movement of the benchmark.
Wpg Partners December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wpg Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wpg Partners Smallmicro. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wpg Partners Smallmicro based on widely used predictive technical indicators. In general, we focus on analyzing Wpg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wpg Partners's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9146 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 4.62 | |||
| Value At Risk | (1.30) | |||
| Potential Upside | 1.45 |
Other Information on Investing in Wpg Mutual Fund
Wpg Partners financial ratios help investors to determine whether Wpg 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 Wpg with respect to the benefits of owning Wpg Partners security.
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