Westwood Smidcap Fund Price on December 24, 2024
| WHGMX Fund | USD 16.06 0.04 0.25% |
Below is the normalized historical share price chart for Westwood Smidcap Fund extending back to December 19, 2005. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Westwood Smidcap stands at 16.06, as last reported on the 7th of January, with the highest price reaching 16.06 and the lowest price hitting 16.06 during the day.
If you're considering investing in Westwood Mutual Fund, it is important to understand the factors that can impact its price. Westwood Smidcap shows Sharpe Ratio of -0.0045, which attests that the fund had a -0.0045% return per unit of risk over the last 3 months. Westwood Smidcap exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Westwood Smidcap's Mean Deviation of 0.7304, standard deviation of 1.09, and Market Risk Adjusted Performance of (0.10) to validate the risk estimate we provide.
Westwood Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westwood |
Sharpe Ratio = -0.0045
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WHGMX |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Westwood Smidcap 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 Smidcap by adding Westwood Smidcap to a well-diversified portfolio.
Westwood Smidcap Valuation on December 24, 2024
It is possible to determine the worth of Westwood Smidcap on a given historical date. On December 24, 2024 Westwood was worth 16.15 at the beginning of the trading date compared to the closed value of 16.15. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westwood Smidcap mutual fund. Still, in general, we apply an absolute valuation method to find Westwood Smidcap's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Westwood Smidcap where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westwood Smidcap's related companies.
| Open | High | Low | Close | Volume | |
| 16.02 | 16.02 | 16.02 | 16.02 | 1.00 | |
12/24/2024 | 16.15 | 16.15 | 16.15 | 16.15 | 1.00 |
| 16.21 | 16.21 | 16.21 | 16.21 | 1.00 |
| Backtest Westwood Smidcap | | | Westwood Smidcap History | | | Westwood Smidcap Valuation | Previous | Next |
Westwood Smidcap Trading Date Momentum on December 24, 2024
| On December 26 2024 Westwood Smidcap Fund was traded for 16.21 at the closing time. The highest daily price throughout the period was 16.21 and the lowest price was 16.21 . There was no trading activity during the period 1.0. Lack of trading volume on 12/26/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.37% . The trading price change to current closing price is 0.80% . |
Westwood Smidcap Fundamentals Correlations and Trends
By evaluating Westwood Smidcap's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Westwood Smidcap's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Westwood financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Westwood Smidcap Mutual Fund history
Westwood Smidcap investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Westwood is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Westwood Smidcap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Westwood Smidcap stock prices may prove useful in developing a viable investing in Westwood Smidcap
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, and master limited partnerships .
Westwood Smidcap Mutual Fund Technical Analysis
Westwood Smidcap technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Westwood Smidcap Period Price Range
Low | January 7, 2025
| High |
0.00 | 0.00 |
Westwood Smidcap Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Westwood Smidcap January 7, 2025 Market Strength
Market strength indicators help investors to evaluate how Westwood Smidcap mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Westwood Smidcap shares will generate the highest return on investment. By undertsting and applying Westwood Smidcap mutual fund market strength indicators, traders can identify Westwood Smidcap Fund entry and exit signals to maximize returns
Westwood Smidcap Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westwood Smidcap's price direction in advance. Along with the technical and fundamental analysis of Westwood Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Westwood to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.000061) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Treynor Ratio | (0.11) |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Westwood Mutual Fund
Westwood Smidcap 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 Smidcap security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |