Westcore Global Large Cap Fund Price on January 26, 2031
| WIMVX Fund | USD 12.31 0.03 0.24% |
Below is the normalized historical share price chart for Westcore Global Large Cap extending back to September 28, 2007. 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 Westcore Global stands at 12.31, as last reported on the 3rd of December, with the highest price reaching 12.31 and the lowest price hitting 12.31 during the day.
If you're considering investing in Westcore Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Westcore Mutual Fund to be very steady. Westcore Global Large shows Sharpe Ratio of 0.11, which attests that the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Westcore Global Large, which you can use to evaluate the volatility of the fund. Please check out Westcore Global's Downside Deviation of 0.8052, mean deviation of 0.5441, and Market Risk Adjusted Performance of 0.0678 to validate if the risk estimate we provide is consistent with the expected return of 0.0763%.
Westcore Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westcore |
Sharpe Ratio = 0.1142
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Westcore Global is performing at about 8% of its full potential. 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 Westcore Global by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Westcore Global Mutual Fund history
Westcore Global 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 Westcore is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Westcore Global Large 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 Westcore Global stock prices may prove useful in developing a viable investing in Westcore Global
Under normal circumstances, the fund will invest at least 80 percent of the value of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40 percent of its net assets in stocks of foreign companies drawn from at least three different countries .
Westcore Global Mutual Fund Technical Analysis
Westcore Global 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
Westcore Global Period Price Range
Low | December 3, 2024
| High |
0.00 | 0.00 |
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Westcore Global December 3, 2024 Market Strength
Market strength indicators help investors to evaluate how Westcore Global 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 Westcore Global shares will generate the highest return on investment. By undertsting and applying Westcore Global mutual fund market strength indicators, traders can identify Westcore Global Large Cap entry and exit signals to maximize returns
Westcore Global Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westcore Global's price direction in advance. Along with the technical and fundamental analysis of Westcore Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Westcore 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 | 0.0591 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.08) | |||
| Treynor Ratio | 0.0578 |
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Other Information on Investing in Westcore Mutual Fund
Westcore Global financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Global security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
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