Westwood Low Financial Statements From 2010 to 2024
| WLVIXDelisted Fund | USD 6.02 0.00 0.00% |
Check Westwood Low financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Low's main balance sheet or income statement drivers, such as , as well as many indicators such as . Westwood financial statements analysis is a perfect complement when working with Westwood Low Valuation or Volatility modules.
Westwood |
Westwood Low Volatility Mutual Fund Ten Year Return Analysis
Westwood Low's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Westwood Low Ten Year Return | 11.02 % |
Most of Westwood Low's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Westwood Low Volatility is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Westwood Low Volatility has a Ten Year Return of 11.02%. This is much higher than that of the Westwood family and significantly higher than that of the Allocation--50% to 70% Equity category. The ten year return for all United States funds is notably lower than that of the firm.
Westwood Low Volatility Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Low's current stock value. Our valuation model uses many indicators to compare Westwood Low value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Low competition to find correlations between indicators driving Westwood Low's intrinsic value. More Info.Westwood Low Volatility is presently regarded as number one fund in annual yield among similar funds. It is rated second in year to date return among similar funds creating about 130.06 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westwood Low's earnings, one of the primary drivers of an investment's value.About Westwood Low Financial Statements
Westwood Low investors use historical fundamental indicators, such as Westwood Low's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Westwood Low. Please read more on our technical analysis and fundamental analysis pages.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Westwood Low is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Other Consideration for investing in Westwood Mutual Fund
If you are still planning to invest in Westwood Low Volatility check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Westwood Low's history and understand the potential risks before investing.
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