Wanger International Wanger Fund Manager Performance Evaluation
| WSCAX Fund | USD 18.83 0.09 0.48% |
The entity maintains a market beta of 0.48, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wanger International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wanger International is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Wanger International Wanger has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic 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 | 0.0400 |
Wanger |
Wanger International Relative Risk vs. Return Landscape
If you would invest 2,135 in Wanger International Wanger on September 19, 2024 and sell it today you would lose (252.00) from holding Wanger International Wanger or give up 11.8% of portfolio value over 90 days. Wanger International Wanger is currently producing negative expected returns and takes up 0.8172% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Wanger, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wanger International Current Valuation
Fairly Valued
Today
Please note that Wanger International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wanger International maintains a prevalent Real Value of $19.28 per share. The last-minute price of the fund is $18.83. We determine the value of Wanger International 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 Wanger International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wanger Mutual Fund. However, Wanger International'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 18.83 | Real 19.28 | Hype 18.92 |
The intrinsic value of Wanger International'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 Wanger International'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 Wanger International Wanger helps investors to forecast how Wanger 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 Wanger International more accurately as focusing exclusively on Wanger International's fundamentals will not take into account other important factors: Wanger International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wanger International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wanger International Wanger, and traders can use it to determine the average amount a Wanger International'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 = -0.2397
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WSCAX |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.24 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wanger International 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 Wanger International by adding Wanger International to a well-diversified portfolio.
Wanger International Fundamentals Growth
Wanger Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wanger International, and Wanger International 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 Wanger Mutual Fund performance.
About Wanger International Performance
Evaluating Wanger International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wanger International 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 Wanger International 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.
Wanger International is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Wanger International performance evaluation
Checking the ongoing alerts about Wanger International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wanger International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wanger International generated a negative expected return over the last 90 days | |
| The fund keeps 99.36% of its net assets in stocks |
- Analyzing Wanger International'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 Wanger International's stock is overvalued or undervalued compared to its peers.
- Examining Wanger International'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 Wanger International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wanger International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wanger International's mutual fund. These opinions can provide insight into Wanger International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wanger Mutual Fund
Wanger International financial ratios help investors to determine whether Wanger 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 Wanger with respect to the benefits of owning Wanger International security.
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