Walthausen Small Cap Fund Manager Performance Evaluation
| WSCVX Fund | USD 13.66 0.17 1.23% |
The entity maintains a market beta of -0.0251, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Walthausen Small are expected to decrease at a much lower rate. During the bear market, Walthausen Small is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Walthausen Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Walthausen Small 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 June 2022 |
Walthausen |
Walthausen Small Relative Risk vs. Return Landscape
If you would invest 1,438 in Walthausen Small Cap on December 23, 2024 and sell it today you would lose (72.00) from holding Walthausen Small Cap or give up 5.01% of portfolio value over 90 days. Walthausen Small Cap is currently producing negative expected returns and takes up 1.0215% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Walthausen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Walthausen Small Current Valuation
Fairly Valued
Today
Please note that Walthausen Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Walthausen Small Cap maintains a prevalent Real Value of $13.8 per share. The last-minute price of the fund is $13.66. We determine the value of Walthausen Small Cap 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 Walthausen Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Walthausen Mutual Fund. However, Walthausen Small'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 13.66 | Real 13.8 | Hype 13.66 | Naive 13.98 |
The intrinsic value of Walthausen Small'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 Walthausen Small'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 Walthausen Small Cap helps investors to forecast how Walthausen 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 Walthausen Small more accurately as focusing exclusively on Walthausen Small's fundamentals will not take into account other important factors: Walthausen Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Walthausen Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Walthausen Small Cap, and traders can use it to determine the average amount a Walthausen Small'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 = -0.0774
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WSCVX |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Walthausen Small 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 Walthausen Small by adding Walthausen Small to a well-diversified portfolio.
Walthausen Small Fundamentals Growth
Walthausen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Walthausen Small, and Walthausen Small 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 Walthausen Mutual Fund performance.
| Price To Earning | 15.96 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.75 X | ||||
| Total Asset | 36.36 M | ||||
About Walthausen Small Performance
Evaluating Walthausen Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Walthausen Small 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 Walthausen Small 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 common stocks of small capitalization companies that the advisor believes have the potential for capital appreciation. Walthausen Small is traded on NASDAQ Exchange in the United States.Things to note about Walthausen Small Cap performance evaluation
Checking the ongoing alerts about Walthausen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Walthausen Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Walthausen Small Cap generated a negative expected return over the last 90 days | |
| The fund keeps 97.94% of its net assets in stocks |
- Analyzing Walthausen Small'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 Walthausen Small's stock is overvalued or undervalued compared to its peers.
- Examining Walthausen Small'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 Walthausen Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Walthausen Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Walthausen Small's mutual fund. These opinions can provide insight into Walthausen Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Walthausen Mutual Fund
Walthausen Small financial ratios help investors to determine whether Walthausen 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 Walthausen with respect to the benefits of owning Walthausen Small security.
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