Ultimus Managers Financials
| WWMCX Fund | USD 10.83 0.06 0.55% |
Ultimus |
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.
Ultimus Managers Fund Summary
Ultimus Managers competes with Applied Finance, Short Small-cap, Boston Partners, Lsv Small, and Ultrashort Small-cap. 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.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Ultimus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ultimus Managers's current stock value. Our valuation model uses many indicators to compare Ultimus Managers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ultimus Managers competition to find correlations between indicators driving Ultimus Managers's intrinsic value. More Info.Ultimus Managers Trust is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 154,525,965 of Net Asset 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 Ultimus Managers' earnings, one of the primary drivers of an investment's value.Ultimus Managers Trust Systematic Risk
Ultimus Managers' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ultimus Managers 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Ultimus Managers Trust correlated with the market. If Beta is less than 0 Ultimus Managers generally moves in the opposite direction as compared to the market. If Ultimus Managers Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ultimus Managers Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ultimus Managers is generally in the same direction as the market. If Beta > 1 Ultimus Managers moves generally in the same direction as, but more than the movement of the benchmark.
Ultimus Managers March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ultimus Managers help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ultimus Managers Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ultimus Managers Trust based on widely used predictive technical indicators. In general, we focus on analyzing Ultimus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ultimus Managers's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 3.05 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.13 |
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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