Wasatch Small Cap Fund Manager Performance Evaluation
| WIAEX Fund | USD 41.19 0.35 0.84% |
The entity maintains a market beta of 0.0111, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wasatch Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Small is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Wasatch Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.0500 |
Wasatch |
Wasatch Small Relative Risk vs. Return Landscape
If you would invest 4,544 in Wasatch Small Cap on November 29, 2024 and sell it today you would lose (425.00) from holding Wasatch Small Cap or give up 9.35% of portfolio value over 90 days. Wasatch Small Cap is currently producing negative expected returns and takes up 1.0932% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Small Current Valuation
Fairly Valued
Today
Please note that Wasatch Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wasatch Small Cap maintains a prevalent Real Value of $42.06 per share. The last-minute price of the fund is $41.19. We determine the value of Wasatch Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Small'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 41.19 | Real 42.06 | Hype 41.54 | Naive 40.57 |
The intrinsic value of Wasatch Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Wasatch Small's fundamentals will not take into account other important factors: Wasatch Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Small Cap, and traders can use it to determine the average amount a Wasatch Small'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 = -0.1467
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WIAEX |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wasatch Small 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 Small by adding Wasatch Small to a well-diversified portfolio.
Wasatch Small Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Small, and Wasatch Small 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 Mutual Fund performance.
| Price To Earning | 1.05 X | ||||
| Total Asset | 1.33 B | ||||
About Wasatch Small Performance
Evaluating Wasatch Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Small 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 Small 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.
It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. Wasatch Small is traded on NASDAQ Exchange in the United States.Things to note about Wasatch Small Cap performance evaluation
Checking the ongoing alerts about Wasatch Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wasatch Small Cap generated a negative expected return over the last 90 days | |
| The fund keeps 99.04% of its net assets in stocks |
- Analyzing Wasatch Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Small's mutual fund. These opinions can provide insight into Wasatch Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Small 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 Small security.
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