Weitz Balanced Fund Manager Performance Evaluation
| WBAIX Fund | USD 17.99 0.04 0.22% |
The entity maintains a market beta of 0.34, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Weitz Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Weitz Balanced is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Weitz Balanced are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Weitz Balanced 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 | 24th of October 2022 | |
| Expense Ratio | 0.7000 |
Weitz |
Weitz Balanced Relative Risk vs. Return Landscape
If you would invest 1,753 in Weitz Balanced on September 1, 2024 and sell it today you would earn a total of 46.00 from holding Weitz Balanced or generate 2.62% return on investment over 90 days. Weitz Balanced is currently producing 0.041% returns and takes up 0.3303% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Weitz, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Weitz Balanced Current Valuation
Fairly Valued
Today
Please note that Weitz Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Weitz Balanced maintains a prevalent Real Value of $17.92 per share. The last-minute price of the fund is $17.99. We determine the value of Weitz Balanced 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 Weitz Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Weitz Mutual Fund. However, Weitz Balanced'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 17.99 | Real 17.92 | Hype 17.99 | Naive 18.01 |
The intrinsic value of Weitz Balanced'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 Weitz Balanced'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 Weitz Balanced helps investors to forecast how Weitz 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 Weitz Balanced more accurately as focusing exclusively on Weitz Balanced's fundamentals will not take into account other important factors: Weitz Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Weitz Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Weitz Balanced, and traders can use it to determine the average amount a Weitz Balanced'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 = 0.1242
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WBAIX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Weitz Balanced is performing at about 9% 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 Weitz Balanced by adding it to a well-diversified portfolio.
Weitz Balanced Fundamentals Growth
Weitz Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Weitz Balanced, and Weitz Balanced 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 Weitz Mutual Fund performance.
| Total Asset | 155.24 M | ||||
About Weitz Balanced Performance
Evaluating Weitz Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Weitz Balanced 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 Weitz Balanced 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 a portfolio of equity and debt securities. It normally invests at least 25 percent of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25 percent of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.Things to note about Weitz Balanced performance evaluation
Checking the ongoing alerts about Weitz Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Weitz Balanced 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 about 11.42% of its net assets in cash |
- Analyzing Weitz Balanced'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 Weitz Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Weitz Balanced'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 Weitz Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Weitz Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Weitz Balanced's mutual fund. These opinions can provide insight into Weitz Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Weitz Mutual Fund
Weitz Balanced financial ratios help investors to determine whether Weitz 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 Weitz with respect to the benefits of owning Weitz Balanced security.
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