Westwood Short Financials
| WSDAX Fund | USD 10.21 0.01 0.1% |
Westwood |
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.
Westwood Short Fund Summary
Westwood Short competes with Mirova Global, 361 Global, Nationwide Global, Dreyfus/standish, and Barings Global. The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80 percent of its total assets in debt securities and 20 percent of its total assets in equity securities.Specialization | Allocation--15% to 30% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ultimus Managers Trust |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Allocation--15% to 30% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 386 3944 |
| Currency | USD - US Dollar |
Westwood Short Key Financial Ratios
Westwood Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Short's current stock value. Our valuation model uses many indicators to compare Westwood Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Short competition to find correlations between indicators driving Westwood Short's intrinsic value. More Info.Westwood Short Duration is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 212.86 of Year To Date Return per Annual Yield. 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 Westwood Short's earnings, one of the primary drivers of an investment's value.Westwood Short Duration Systematic Risk
Westwood Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westwood Short 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 Westwood Short Duration correlated with the market. If Beta is less than 0 Westwood Short generally moves in the opposite direction as compared to the market. If Westwood Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westwood Short Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westwood Short is generally in the same direction as the market. If Beta > 1 Westwood Short moves generally in the same direction as, but more than the movement of the benchmark.
Westwood Short December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westwood Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westwood Short Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westwood Short Duration based on widely used predictive technical indicators. In general, we focus on analyzing Westwood Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Westwood Short's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2775 | |||
| Information Ratio | (0.28) | |||
| Maximum Drawdown | 1.08 | |||
| Value At Risk | (0.30) | |||
| Potential Upside | 0.4028 |
Other Information on Investing in Westwood Mutual Fund
Westwood Short 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 Short security.
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