Westwood Smallcap Value Fund Price on November 29, 2024
| WHGSX Fund | USD 23.41 0.06 0.26% |
Below is the normalized historical share price chart for Westwood Smallcap Value extending back to April 03, 2007. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Westwood Smallcap stands at 23.41, as last reported on the 1st of December, with the highest price reaching 23.41 and the lowest price hitting 23.41 during the day.
If you're considering investing in Westwood Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Westwood Mutual Fund to be very steady. Westwood Smallcap Value shows Sharpe Ratio of 0.11, which attests that the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Westwood Smallcap Value, which you can use to evaluate the volatility of the fund. Please check out Westwood Smallcap's Mean Deviation of 0.8663, downside deviation of 1.05, and Market Risk Adjusted Performance of 0.0812 to validate if the risk estimate we provide is consistent with the expected return of 0.14%.
Westwood Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westwood |
Sharpe Ratio = 0.1082
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| Cash | WHGSX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Westwood Smallcap is performing at about 8% 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 Westwood Smallcap by adding it to a well-diversified portfolio.
Westwood Smallcap Valuation on November 29, 2024
It is possible to determine the worth of Westwood Smallcap on a given historical date. On November 29, 2024 Westwood was worth 23.41 at the beginning of the trading date compared to the closed value of 23.41. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westwood Smallcap mutual fund. Still, in general, we apply an absolute valuation method to find Westwood Smallcap's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Westwood Smallcap where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westwood Smallcap's related companies.
| Open | High | Low | Close | Volume | |
| 23.35 | 23.35 | 23.35 | 23.35 | 1.00 | |
11/29/2024 | 23.41 | 23.41 | 23.41 | 23.41 | 1.00 |
| 23.41 | 23.41 | 23.41 | 23.41 | 0.00 |
| Backtest Westwood Smallcap | | | Westwood Smallcap History | | | Westwood Smallcap Valuation | Previous | Next |
Westwood Smallcap Trading Date Momentum on November 29, 2024
| On December 01 2024 Westwood Smallcap Value was traded for 23.41 at the closing time. The highest daily price throughout the period was 23.41 and the lowest price was 23.41 . There was no trading activity during the period 0.0. Lack of trading volume on 12/01/2024 had no short-term effect on price fluctuation. The trading price change to current closing price is 0.00% . |
Westwood Smallcap Value Fundamentals Correlations and Trends
By evaluating Westwood Smallcap's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Westwood Smallcap's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Westwood financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Westwood Smallcap Mutual Fund history
Westwood Smallcap investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Westwood is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Westwood Smallcap Value will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Westwood Smallcap stock prices may prove useful in developing a viable investing in Westwood Smallcap
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds , real estate investment trusts and master limited partnerships.
Westwood Smallcap Mutual Fund Technical Analysis
Westwood Smallcap technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Westwood Smallcap Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Westwood Smallcap Value cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Westwood Smallcap December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Westwood Smallcap mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Westwood Smallcap shares will generate the highest return on investment. By undertsting and applying Westwood Smallcap mutual fund market strength indicators, traders can identify Westwood Smallcap Value entry and exit signals to maximize returns
Westwood Smallcap Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westwood Smallcap's price direction in advance. Along with the technical and fundamental analysis of Westwood Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Westwood to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0698 | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0712 |
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Westwood Mutual Fund
Westwood Smallcap financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Smallcap security.
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