Teton Westwood Balanced Fund Manager Performance Evaluation
| WEBAX Fund | USD 10.36 0.02 0.19% |
The entity has a beta of 0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Teton Westwood's returns are expected to increase less than the market. However, during the bear market, the loss of holding Teton Westwood is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Teton Westwood Balanced has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Teton Westwood is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.4600 |
Teton |
Teton Westwood Relative Risk vs. Return Landscape
If you would invest 1,078 in Teton Westwood Balanced on September 13, 2024 and sell it today you would lose (42.00) from holding Teton Westwood Balanced or give up 3.9% of portfolio value over 90 days. Teton Westwood Balanced is currently producing negative expected returns and takes up 0.8695% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Teton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Teton Westwood Current Valuation
Fairly Valued
Today
Please note that Teton Westwood's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Teton Westwood Balanced has a current Real Value of $10.45 per share. The regular price of the fund is $10.36. We determine the value of Teton Westwood Balanced from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Teton Westwood is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Teton Mutual Fund. However, Teton Westwood'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 10.36 | Real 10.45 | Hype 10.36 | Naive 10.23 |
The intrinsic value of Teton Westwood'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 Teton Westwood'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 Teton Westwood Balanced helps investors to forecast how Teton 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 Teton Westwood more accurately as focusing exclusively on Teton Westwood's fundamentals will not take into account other important factors: Teton Westwood Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Teton Westwood's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Teton Westwood Balanced, and traders can use it to determine the average amount a Teton Westwood'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 = -0.0681
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WEBAX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Teton Westwood is not performing at its full potential. However, 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 Teton Westwood by adding Teton Westwood to a well-diversified portfolio.
Teton Westwood Fundamentals Growth
Teton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Teton Westwood, and Teton Westwood 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 Teton Mutual Fund performance.
| Price To Earning | 19.32 X | ||||
| Price To Book | 2.66 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 29.83 M | ||||
About Teton Westwood Performance
Evaluating Teton Westwood's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Teton Westwood 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 Teton Westwood 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 in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund will typically invest 30 percent to 70 percent of its assets in equity securities and 70 percent to 30 percent in debt securities, and the balance of the funds assets in cash or cash equivalents. It may also invest up to 25 percent of its total assets in foreign equity securities and in EDRs or ADRs.Things to note about Teton Westwood Balanced performance evaluation
Checking the ongoing alerts about Teton Westwood for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Teton Westwood Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Teton Westwood generated a negative expected return over the last 90 days |
- Analyzing Teton Westwood'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 Teton Westwood's stock is overvalued or undervalued compared to its peers.
- Examining Teton Westwood'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 Teton Westwood's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Teton Westwood's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Teton Westwood's mutual fund. These opinions can provide insight into Teton Westwood's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Teton Mutual Fund
Teton Westwood financial ratios help investors to determine whether Teton 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 Teton with respect to the benefits of owning Teton Westwood security.
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