Wpg Partners Smallmicro Fund Manager Performance Evaluation
| WPGTX Fund | USD 21.95 0.06 0.27% |
The entity maintains a market beta of 1.08, which attests to a somewhat significant risk relative to the market. Wpg Partners returns are very sensitive to returns on the market. As the market goes up or down, Wpg Partners is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wpg Partners Smallmicro are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Wpg Partners may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 31st of December 2022 | |
| Expense Ratio | 1.1000 |
Wpg |
Wpg Partners Relative Risk vs. Return Landscape
If you would invest 2,039 in Wpg Partners Smallmicro on September 5, 2024 and sell it today you would earn a total of 156.00 from holding Wpg Partners Smallmicro or generate 7.65% return on investment over 90 days. Wpg Partners Smallmicro is currently producing 0.1192% returns and takes up 0.8931% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Wpg, and 98% 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. At this time, the fund appears to be fairly valued. Wpg Partners Smallmicro maintains a prevalent Real Value of $21.73 per share. The last-minute price of the fund is $21.95. We determine the value of Wpg Partners Smallmicro 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 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 21.95 | Real 21.73 | Hype 21.95 | Naive 22.06 |
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 Smallmicro 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 Smallmicro, 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 = 0.1334
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WPGTX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Wpg Partners is performing at about 10% 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.
Wpg Partners Fundamentals Growth
Wpg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wpg Partners, and Wpg Partners 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 Wpg Mutual Fund performance.
| Price To Earning | 18.52 X | ||||
| Price To Book | 1.17 X | ||||
| Price To Sales | 0.71 X | ||||
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 invests at least 80 percent of its net assets in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000 Value Index. It may invest in companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.Things to note about Wpg Partners Smallmicro 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 Smallmicro help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 98.57% of its net assets in stocks |
- 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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |