Wasatch International Growth Fund Manager Performance Evaluation
| WAIGX Fund | USD 25.46 0.36 1.43% |
The entity maintains a market beta of 0.59, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wasatch International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch International is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch International Growth are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wasatch International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.4100 |
Wasatch |
Wasatch International Relative Risk vs. Return Landscape
If you would invest 2,528 in Wasatch International Growth on September 2, 2024 and sell it today you would earn a total of 18.00 from holding Wasatch International Growth or generate 0.71% return on investment over 90 days. Wasatch International Growth is currently producing 0.0148% returns and takes up 0.8668% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch International Current Valuation
Fairly Valued
Today
Please note that Wasatch International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wasatch International maintains a prevalent Real Value of $25.53 per share. The last-minute price of the fund is $25.46. We determine the value of Wasatch International from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wasatch International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch International's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 25.46 | Real 25.53 | Hype 25.46 |
The intrinsic value of Wasatch International's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wasatch International's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wasatch International Growth helps investors to forecast how Wasatch mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wasatch International more accurately as focusing exclusively on Wasatch International's fundamentals will not take into account other important factors: Wasatch International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch International Growth, and traders can use it to determine the average amount a Wasatch International's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.017
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WAIGX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Wasatch International is performing at about 1% 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 Wasatch International by adding it to a well-diversified portfolio.
Wasatch International Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch International, and Wasatch International fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wasatch Mutual Fund performance.
| Price To Earning | 1.76 X | ||||
| Price To Book | 5.07 X | ||||
| Price To Sales | 1.78 X | ||||
| Total Asset | 279.89 M | ||||
About Wasatch International Performance
Evaluating Wasatch International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wasatch International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in foreign growth companies. It will invest its assets in the equity securities, typically common stock, of small foreign companies. The fund may invest a large percentage of its assets in a few sectors. These sectors were industrials, information technology, financials, health care, communication services, and consumer staples.Things to note about Wasatch International performance evaluation
Checking the ongoing alerts about Wasatch International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -11.0% | |
| Wasatch International keeps 98.95% of its net assets in stocks |
- Analyzing Wasatch International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wasatch International's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wasatch International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch International's mutual fund. These opinions can provide insight into Wasatch International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch International financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch International security.
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