Westwood Smidcap Fund Manager Performance Evaluation
| WHGMX Fund | USD 15.19 0.13 0.85% |
The entity maintains a market beta of -0.0417, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Westwood Smidcap are expected to decrease at a much lower rate. During the bear market, Westwood Smidcap is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Westwood Smidcap Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Westwood Smidcap 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 | 1st of March 2021 |
Westwood |
Westwood Smidcap Relative Risk vs. Return Landscape
If you would invest 1,596 in Westwood Smidcap Fund on December 24, 2024 and sell it today you would lose (77.00) from holding Westwood Smidcap Fund or give up 4.82% of portfolio value over 90 days. Westwood Smidcap Fund is currently producing negative expected returns and takes up 0.9888% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Westwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Smidcap Current Valuation
Fairly Valued
Today
Please note that Westwood Smidcap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westwood Smidcap maintains a prevalent Real Value of $15.35 per share. The last-minute price of the fund is $15.19. We determine the value of Westwood Smidcap 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 Westwood Smidcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Smidcap'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 15.19 | Real 15.35 | Hype 15.19 | Naive 15.45 |
The intrinsic value of Westwood Smidcap'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 Westwood Smidcap'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 Westwood Smidcap Fund helps investors to forecast how Westwood 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 Westwood Smidcap more accurately as focusing exclusively on Westwood Smidcap's fundamentals will not take into account other important factors: Westwood Smidcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Smidcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Smidcap Fund, and traders can use it to determine the average amount a Westwood Smidcap'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 = -0.0784
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WHGMX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Westwood Smidcap 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 Westwood Smidcap by adding Westwood Smidcap to a well-diversified portfolio.
Westwood Smidcap Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Smidcap, and Westwood Smidcap 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 Westwood Mutual Fund performance.
| Price To Earning | 19.49 X | ||||
| Price To Book | 2.41 X | ||||
| Price To Sales | 1.63 X | ||||
| Total Asset | 229.29 M | ||||
About Westwood Smidcap Performance
Evaluating Westwood Smidcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Smidcap 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 Westwood Smidcap 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. Westwood Smidcap is traded on NASDAQ Exchange in the United States.Things to note about Westwood Smidcap performance evaluation
Checking the ongoing alerts about Westwood Smidcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Smidcap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Westwood Smidcap generated a negative expected return over the last 90 days | |
| The fund keeps 97.23% of its net assets in stocks |
- Analyzing Westwood Smidcap'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 Westwood Smidcap's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Smidcap'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 Westwood Smidcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Smidcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Smidcap's mutual fund. These opinions can provide insight into Westwood Smidcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Smidcap 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 Smidcap security.
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