Wasatch Hoisington Treasury Fund Manager Performance Evaluation
| WHOSX Fund | USD 11.41 0.04 0.35% |
The entity maintains a market beta of -0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wasatch-hoisington are expected to decrease at a much lower rate. During the bear market, Wasatch-hoisington is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Wasatch Hoisington Treasury Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Wasatch-hoisington 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 | 31st of January 2023 | |
| Expense Ratio | 0.7000 |
Wasatch-hoisington |
Wasatch-hoisington Relative Risk vs. Return Landscape
If you would invest 1,212 in Wasatch Hoisington Treasury Fund on September 7, 2024 and sell it today you would lose (71.00) from holding Wasatch Hoisington Treasury Fund or give up 5.86% of portfolio value over 90 days. Wasatch Hoisington Treasury Fund is currently producing negative expected returns and takes up 1.1004% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Wasatch-hoisington, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch-hoisington Current Valuation
Fairly Valued
Today
Please note that Wasatch-hoisington's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wasatch Hoisington maintains a prevalent Real Value of $11.43 per share. The last-minute price of the fund is $11.41. We determine the value of Wasatch Hoisington 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 Wasatch-hoisington is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch-hoisington Mutual Fund. However, Wasatch-hoisington'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 11.41 | Real 11.43 | Hype 11.41 | Naive 11.71 |
The intrinsic value of Wasatch-hoisington'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 Wasatch-hoisington'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 Wasatch Hoisington Treasury Fund helps investors to forecast how Wasatch-hoisington 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-hoisington more accurately as focusing exclusively on Wasatch-hoisington's fundamentals will not take into account other important factors: Wasatch-hoisington Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch-hoisington's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Hoisington Treasury Fund, and traders can use it to determine the average amount a Wasatch-hoisington'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 = -0.0803
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Estimated Market Risk
| 1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.09 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 Wasatch-hoisington 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 Wasatch-hoisington by adding Wasatch-hoisington to a well-diversified portfolio.
Wasatch-hoisington Fundamentals Growth
Wasatch-hoisington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch-hoisington, and Wasatch-hoisington 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 Wasatch-hoisington Mutual Fund performance.
About Wasatch-hoisington Performance
Evaluating Wasatch-hoisington's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch-hoisington 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-hoisington 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 typically invests at least 90 percent of the funds total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. The adviser adjusts the average maturity and effective duration of the funds portfolio based on HIMCOs assessment of multi-year trends in national and international economic conditions.Things to note about Wasatch Hoisington performance evaluation
Checking the ongoing alerts about Wasatch-hoisington for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Hoisington help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wasatch Hoisington generated a negative expected return over the last 90 days | |
| Wasatch Hoisington generated five year return of -7.0% | |
| This fund keeps about 98.77% of its net assets in bonds |
- Analyzing Wasatch-hoisington'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 Wasatch-hoisington's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch-hoisington'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 Wasatch-hoisington's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch-hoisington's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch-hoisington's mutual fund. These opinions can provide insight into Wasatch-hoisington's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch-hoisington Mutual Fund
Wasatch-hoisington financial ratios help investors to determine whether Wasatch-hoisington 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-hoisington with respect to the benefits of owning Wasatch-hoisington security.
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