Wasatch Select Investor Fund Manager Performance Evaluation
| WAUSX Fund | USD 16.63 0.01 0.06% |
The entity maintains a market beta of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wasatch Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Us is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Select Investor are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Wasatch Us may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreWasatch |
Wasatch Us Relative Risk vs. Return Landscape
If you would invest 1,474 in Wasatch Select Investor on September 4, 2024 and sell it today you would earn a total of 189.00 from holding Wasatch Select Investor or generate 12.82% return on investment over 90 days. Wasatch Select Investor is currently producing 0.196% returns and takes up 0.9433% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Wasatch, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Us Current Valuation
Overvalued
Today
Please note that Wasatch Us' price fluctuation is very steady at this time. Wasatch Select Investor maintains a prevalent Real Value of $16.26 per share. The last-minute price of the fund is $16.63. Our model calculates the value of Wasatch Select Investor from examining the fund technical indicators and probability of bankruptcy. In general, investors 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 Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Us' 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 16.63 | Real 16.26 | Hype 15.63 | Naive 16.69 |
The intrinsic value of Wasatch Us' 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 Us' 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 Select Investor 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 Us more accurately as focusing exclusively on Wasatch Us' fundamentals will not take into account other important factors: Wasatch Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Select Investor, and traders can use it to determine the average amount a Wasatch Us' 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 = 0.2078
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Wasatch Us is performing at about 16% 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 Us by adding it to a well-diversified portfolio.
About Wasatch Us Performance
Evaluating Wasatch Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Us 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 Us 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 will invest at least 80 percent of the funds net assets in equity securities of companies of all market capitalizations that are tied economically to the U.S. Equity securities include common stock. It may invest up to 20 percent of its total assets at the time of purchase in the equity securities of foreign companies . The fund is non-diversified.Things to note about Wasatch Select Investor performance evaluation
Checking the ongoing alerts about Wasatch Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Select Investor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps all of the net assets in exotic instruments |
- Analyzing Wasatch Us' 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 Us' stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Us' 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 Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Us' mutual fund. These opinions can provide insight into Wasatch Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Us 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 Us security.
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