Walden Asset Management Fund Manager Performance Evaluation
| WSBFX Fund | USD 22.53 0.10 0.44% |
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, Walden Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Walden Asset is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Walden Asset Management has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Walden Asset 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 | 1st of May 2023 | |
| Expense Ratio | 0.9600 |
Walden |
Walden Asset Relative Risk vs. Return Landscape
If you would invest 2,364 in Walden Asset Management on November 29, 2024 and sell it today you would lose (111.00) from holding Walden Asset Management or give up 4.7% of portfolio value over 90 days. Walden Asset Management is currently producing negative expected returns and takes up 0.6823% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Walden, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Walden Asset Current Valuation
Fairly Valued
Today
Please note that Walden Asset's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Walden Asset Management maintains a prevalent Real Value of $22.63 per share. The last-minute price of the fund is $22.53. We determine the value of Walden Asset Management 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 Walden Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Walden Mutual Fund. However, Walden Asset'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 22.53 | Real 22.63 | Hype 22.53 | Naive 22.78 |
The intrinsic value of Walden Asset'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 Walden Asset'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 Walden Asset Management helps investors to forecast how Walden 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 Walden Asset more accurately as focusing exclusively on Walden Asset's fundamentals will not take into account other important factors: Walden Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Walden Asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Walden Asset Management, and traders can use it to determine the average amount a Walden Asset'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 = -0.116
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WSBFX |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Walden Asset 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 Walden Asset by adding Walden Asset to a well-diversified portfolio.
Walden Asset Fundamentals Growth
Walden Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Walden Asset, and Walden Asset 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 Walden Mutual Fund performance.
| Price To Earning | 19.93 X | ||||
| Price To Book | 3.59 X | ||||
| Price To Sales | 2.23 X | ||||
About Walden Asset Performance
Evaluating Walden Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Walden Asset 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 Walden Asset 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 will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25 percent of the funds assets invested in each of the following categories fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and domestic and foreign equity securities, such as common stock.Things to note about Walden Asset Management performance evaluation
Checking the ongoing alerts about Walden Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Walden Asset Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Walden Asset generated a negative expected return over the last 90 days | |
| The fund keeps about 25.58% of its net assets in bonds |
- Analyzing Walden Asset'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 Walden Asset's stock is overvalued or undervalued compared to its peers.
- Examining Walden Asset'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 Walden Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Walden Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Walden Asset's mutual fund. These opinions can provide insight into Walden Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Walden Mutual Fund
Walden Asset financial ratios help investors to determine whether Walden 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 Walden with respect to the benefits of owning Walden Asset security.
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