Wpg Partners Select Fund Manager Performance Evaluation
| WPGHX Fund | 10.43 0.03 0.29% |
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, Wpg Partners' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wpg Partners is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wpg Partners Select are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Wpg Partners 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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Wpg Partners Relative Risk vs. Return Landscape
If you would invest 1,029 in Wpg Partners Select on September 4, 2024 and sell it today you would earn a total of 14.00 from holding Wpg Partners Select or generate 1.36% return on investment over 90 days. Wpg Partners Select is currently producing 0.022% returns and takes up 0.4339% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Wpg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wpg Partners Current Valuation
Fairly Valued
Today
Please note that Wpg Partners' price fluctuation is very steady at this time. Wpg Partners Select maintains a prevalent Real Value of USD10.4 per share. The last-minute price of the fund is USD10.43. Our model calculates the value of Wpg Partners Select from examining the fund technical indicators and probability of bankruptcy. In general, investors 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 Wpg Partners is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wpg Mutual Fund. However, Wpg Partners' 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 10.43 | Real 10.4 | Hype 10.43 | Naive 10.41 |
The intrinsic value of Wpg Partners' 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 Wpg Partners' 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 Wpg Partners Select helps investors to forecast how Wpg 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 Wpg Partners more accurately as focusing exclusively on Wpg Partners' fundamentals will not take into account other important factors: Wpg Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wpg Partners' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wpg Partners Select, and traders can use it to determine the average amount a Wpg Partners' 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 = 0.0508
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| Negative Returns | WPGHX |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Wpg Partners is performing at about 4% of its full potential. 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 Wpg Partners by adding it to a well-diversified portfolio.
About Wpg Partners Performance
Evaluating Wpg Partners' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wpg Partners 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 Wpg Partners 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 uses a hedged strategy. It invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales will be invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. Under normal circumstances, the Adviser expects that the funds long positions will not exceed approximately 100 percent of the funds net assets. The fund is non-diversified.Things to note about Wpg Partners Select performance evaluation
Checking the ongoing alerts about Wpg Partners for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wpg Partners Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wpg Partners' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wpg Partners' mutual fund performance include:- Analyzing Wpg Partners' 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 Wpg Partners' stock is overvalued or undervalued compared to its peers.
- Examining Wpg Partners' 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 Wpg Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wpg Partners' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wpg Partners' mutual fund. These opinions can provide insight into Wpg Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wpg Mutual Fund
Wpg Partners financial ratios help investors to determine whether Wpg 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 Wpg with respect to the benefits of owning Wpg Partners security.
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