Wasatch E Growth Fund Manager Performance Evaluation
| WIGRX Fund | USD 94.08 0.54 0.58% |
The entity maintains a market beta of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wasatch E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch E is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Wasatch E Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Wasatch E 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 | 1.0600 |
Wasatch |
Wasatch E Relative Risk vs. Return Landscape
If you would invest 9,889 in Wasatch E Growth on September 28, 2024 and sell it today you would lose (481.00) from holding Wasatch E Growth or give up 4.86% of portfolio value over 90 days. Wasatch E Growth is currently producing negative expected returns and takes up 1.5345% volatility of returns over 90 trading days. Put another way, 13% 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 E Current Valuation
Overvalued
Today
Please note that Wasatch E's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wasatch E Growth maintains a prevalent Real Value of $82.79 per share. The last-minute price of the fund is $94.08. We determine the value of Wasatch E Growth 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 E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch E'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 94.08 | Real 82.79 | Hype 94.08 |
The intrinsic value of Wasatch E'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 E'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 E Growth 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 E more accurately as focusing exclusively on Wasatch E's fundamentals will not take into account other important factors: Wasatch E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch E Growth, and traders can use it to determine the average amount a Wasatch E'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 = -0.0438
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WIGRX |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wasatch E 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 E by adding Wasatch E to a well-diversified portfolio.
Wasatch E Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch E, and Wasatch E 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 | 1.54 X | ||||
| Price To Book | 3.58 X | ||||
| Price To Sales | 1.72 X | ||||
| Total Asset | 1.62 B | ||||
About Wasatch E Performance
Evaluating Wasatch E's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch E 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 E 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 smaller growing companies at reasonable prices. It may invest up to 20 percent of the funds total assets in the equity securities of foreign companies . Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.Things to note about Wasatch E Growth performance evaluation
Checking the ongoing alerts about Wasatch E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch E Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wasatch E Growth generated a negative expected return over the last 90 days | |
| The fund keeps 99.78% of its net assets in stocks |
- Analyzing Wasatch E'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 E's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch E'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 E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch E's mutual fund. These opinions can provide insight into Wasatch E's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch E 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 E security.
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