Westwood Income Opportunity Fund Price History
WHGIX Fund | USD 12.45 0.02 0.16% |
Below is the normalized historical share price chart for Westwood Income Opportunity 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 Income stands at 12.45, as last reported on the 29th of November, with the highest price reaching 12.45 and the lowest price hitting 12.45 during the day.
If you're considering investing in Westwood Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Westwood Mutual Fund to be out of control. Westwood Income Oppo shows Sharpe Ratio of 0.2, which attests that the fund had a 0.2% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Westwood Income Oppo, which you can use to evaluate the volatility of the fund. Please check out Westwood Income's Mean Deviation of 0.283, downside deviation of 0.3502, and Market Risk Adjusted Performance of 0.1394 to validate if the risk estimate we provide is consistent with the expected return of 0.0697%.
Westwood Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westwood |
Sharpe Ratio = 0.1957
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | ||||
Cash | WHGIX | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Westwood Income is performing at about 15% 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 Westwood Income by adding it to a well-diversified portfolio.
Westwood Income Mutual Fund Price History Chart
There are several ways to analyze Westwood Income Opportunity Fund price data. The simplest method is using a basic Westwood candlestick price chart, which shows Westwood Income price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 27, 2024 | 12.45 |
Lowest Price | September 6, 2024 | 11.85 |
Westwood Income November 29, 2024 Mutual Fund Price Synopsis
Various analyses of Westwood Income's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Westwood Mutual Fund. It can be used to describe the percentage change in the price of Westwood Income from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Westwood Mutual Fund.Westwood Income Price Action Indicator | 0.01 | |
Westwood Income Price Rate Of Daily Change | 1.00 |
Westwood Income November 29, 2024 Mutual Fund Price Analysis
Westwood Mutual Fund Price History Data
The price series of Westwood Income for the period between Sat, Aug 31, 2024 and Fri, Nov 29, 2024 has a statistical range of 0.6 with a coefficient of variation of 1.06. The daily prices for the period are distributed with arithmetic mean of 12.13. The median price for the last 90 days is 12.14. The company paid out dividends to its shareholders on 29th of September 2021.Open | High | Low | Close | Volume | ||
11/29/2024 | 12.45 | 12.45 | 12.45 | 12.45 | ||
11/27/2024 | 12.45 | 12.45 | 12.45 | 12.45 | 1.00 | |
11/26/2024 | 12.43 | 12.43 | 12.43 | 12.43 | 1.00 | |
11/25/2024 | 12.44 | 12.44 | 12.44 | 12.44 | 1.00 | |
11/22/2024 | 12.33 | 12.33 | 12.33 | 12.33 | 1.00 | |
11/21/2024 | 12.26 | 12.26 | 12.26 | 12.26 | 1.00 | |
11/20/2024 | 12.19 | 12.19 | 12.19 | 12.19 | 1.00 | |
11/19/2024 | 12.21 | 12.21 | 12.21 | 12.21 | 1.00 | |
11/18/2024 | 12.21 | 12.21 | 12.21 | 12.21 | 1.00 | |
11/15/2024 | 12.17 | 12.17 | 12.17 | 12.17 | 1.00 | |
11/14/2024 | 12.21 | 12.21 | 12.21 | 12.21 | 1.00 | |
11/13/2024 | 12.22 | 12.22 | 12.22 | 12.22 | 1.00 | |
11/12/2024 | 12.24 | 12.24 | 12.24 | 12.24 | 1.00 | |
11/11/2024 | 12.32 | 12.32 | 12.32 | 12.32 | 1.00 | |
11/08/2024 | 12.30 | 12.30 | 12.30 | 12.30 | 1.00 | |
11/07/2024 | 12.26 | 12.26 | 12.26 | 12.26 | 1.00 | |
11/06/2024 | 12.21 | 12.21 | 12.21 | 12.21 | 1.00 | |
11/05/2024 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
11/04/2024 | 12.02 | 12.02 | 12.02 | 12.02 | 1.00 | |
11/01/2024 | 12.00 | 12.00 | 12.00 | 12.00 | 1.00 | |
10/31/2024 | 12.00 | 12.00 | 12.00 | 12.00 | 1.00 | |
10/30/2024 | 12.09 | 12.09 | 12.09 | 12.09 | 1.00 | |
10/29/2024 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
10/28/2024 | 12.12 | 12.12 | 12.12 | 12.12 | 1.00 | |
10/25/2024 | 12.11 | 12.11 | 12.11 | 12.11 | 1.00 | |
10/24/2024 | 12.13 | 12.13 | 12.13 | 12.13 | 1.00 | |
10/23/2024 | 12.13 | 12.13 | 12.13 | 12.13 | 1.00 | |
10/22/2024 | 12.16 | 12.16 | 12.16 | 12.16 | 1.00 | |
10/21/2024 | 12.17 | 12.17 | 12.17 | 12.17 | 1.00 | |
10/18/2024 | 12.26 | 12.26 | 12.26 | 12.26 | 1.00 | |
10/17/2024 | 12.24 | 12.24 | 12.24 | 12.24 | 1.00 | |
10/16/2024 | 12.25 | 12.25 | 12.25 | 12.25 | 1.00 | |
10/15/2024 | 12.20 | 12.20 | 12.20 | 12.20 | 1.00 | |
10/14/2024 | 12.21 | 12.21 | 12.21 | 12.21 | 1.00 | |
10/11/2024 | 12.18 | 12.18 | 12.18 | 12.18 | 1.00 | |
10/10/2024 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
10/09/2024 | 12.14 | 12.14 | 12.14 | 12.14 | 1.00 | |
10/08/2024 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
10/07/2024 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
10/04/2024 | 12.15 | 12.15 | 12.15 | 12.15 | 1.00 | |
10/03/2024 | 12.14 | 12.14 | 12.14 | 12.14 | 1.00 | |
10/02/2024 | 12.17 | 12.17 | 12.17 | 12.17 | 1.00 | |
10/01/2024 | 12.19 | 12.19 | 12.19 | 12.19 | 1.00 | |
09/30/2024 | 12.20 | 12.20 | 12.20 | 12.20 | 1.00 | |
09/27/2024 | 12.19 | 12.19 | 12.19 | 12.19 | 1.00 | |
09/26/2024 | 12.16 | 12.16 | 12.16 | 12.16 | 1.00 | |
09/25/2024 | 12.12 | 12.12 | 12.12 | 12.12 | 1.00 | |
09/24/2024 | 12.16 | 12.16 | 12.16 | 12.16 | 1.00 | |
09/23/2024 | 12.14 | 12.14 | 12.14 | 12.14 | 1.00 | |
09/20/2024 | 12.11 | 12.11 | 12.11 | 12.11 | 1.00 | |
09/19/2024 | 12.14 | 12.14 | 12.14 | 12.14 | 1.00 | |
09/18/2024 | 12.07 | 12.07 | 12.07 | 12.07 | 1.00 | |
09/17/2024 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
09/16/2024 | 12.09 | 12.09 | 12.09 | 12.09 | 1.00 | |
09/13/2024 | 12.05 | 12.05 | 12.05 | 12.05 | 1.00 | |
09/12/2024 | 11.98 | 11.98 | 11.98 | 11.98 | 1.00 | |
09/11/2024 | 11.95 | 11.95 | 11.95 | 11.95 | 1.00 | |
09/10/2024 | 11.92 | 11.92 | 11.92 | 11.92 | 1.00 | |
09/09/2024 | 11.91 | 11.91 | 11.91 | 11.91 | 1.00 | |
09/06/2024 | 11.85 | 11.85 | 11.85 | 11.85 | 1.00 | |
09/05/2024 | 11.91 | 11.91 | 11.91 | 11.91 | 1.00 |
About Westwood Income Mutual Fund history
Westwood Income 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 Income Oppo 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 Income stock prices may prove useful in developing a viable investing in Westwood Income
Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying andor interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.
Westwood Income Mutual Fund Technical Analysis
Westwood Income 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.
Did you try this?
Run Funds Screener Now
Funds ScreenerFind actively-traded funds from around the world traded on over 30 global exchanges |
All Next | Launch Module |
Westwood Income Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westwood Income'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 | 0.1165 | |||
Jensen Alpha | 0.0054 | |||
Total Risk Alpha | (0) | |||
Sortino Ratio | (0.19) | |||
Treynor Ratio | 0.1294 |
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 Income 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 Income security.
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |