Westcore Plus Bond Fund Price on November 27, 2024
| WTIBX Fund | USD 9.46 0.02 0.21% |
Below is the normalized historical share price chart for Westcore Plus Bond extending back to November 16, 1993. 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 Westcore Plus stands at 9.46, as last reported on the 11th of December 2024, with the highest price reaching 9.46 and the lowest price hitting 9.46 during the day.
If you're considering investing in Westcore Mutual Fund, it is important to understand the factors that can impact its price. Westcore Plus Bond shows Sharpe Ratio of -0.0974, which attests that the fund had a -0.0974% return per unit of risk over the last 3 months. Westcore Plus Bond exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Westcore Plus' Standard Deviation of 0.2954, market risk adjusted performance of 2.57, and Mean Deviation of 0.2139 to validate the risk estimate we provide.
Westcore Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westcore |
Sharpe Ratio = -0.0974
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WTIBX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Westcore Plus 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 Westcore Plus by adding Westcore Plus to a well-diversified portfolio.
Westcore Plus Valuation on November 27, 2024
It is possible to determine the worth of Westcore Plus on a given historical date. On November 27, 2024 Westcore was worth 9.44 at the beginning of the trading date compared to the closed value of 9.44. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westcore Plus mutual fund. Still, in general, we apply an absolute valuation method to find Westcore Plus' 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 Westcore Plus where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westcore Plus' related companies.
| Open | High | Low | Close | Volume | |
| 9.41 | 9.41 | 9.41 | 9.41 | 1.00 | |
11/27/2024 | 9.44 | 9.44 | 9.44 | 9.44 | 1.00 |
| 9.47 | 9.47 | 9.47 | 9.47 | 1.00 |
| Backtest Westcore Plus | | | Westcore Plus History | | | Westcore Plus Valuation | Previous | Next |
Westcore Plus Trading Date Momentum on November 27, 2024
| On November 29 2024 Westcore Plus Bond was traded for 9.47 at the closing time. The highest daily price throughout the period was 9.47 and the lowest price was 9.47 . There was no trading activity during the period 1.0. Lack of trading volume on 11/29/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.32% . The trading price change to current closing price is 0.53% . |
Westcore Plus Bond Fundamentals Correlations and Trends
By evaluating Westcore Plus' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Westcore Plus' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Westcore financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Westcore Plus Mutual Fund history
Westcore Plus 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 Westcore is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Westcore Plus Bond 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 Westcore Plus stock prices may prove useful in developing a viable investing in Westcore Plus
Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in bonds of varying maturities. Bonds for purposes of this limitation include corporate bonds, convertible bonds, government and agency securities, mortgage-backed securities, asset-backed securities, and zero coupon bonds.
Westcore Plus Mutual Fund Technical Analysis
Westcore Plus 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
Westcore Plus Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Westcore Plus Bond 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.
Westcore Plus December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Westcore Plus 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 Westcore Plus shares will generate the highest return on investment. By undertsting and applying Westcore Plus mutual fund market strength indicators, traders can identify Westcore Plus Bond entry and exit signals to maximize returns
Westcore Plus Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westcore Plus' price direction in advance. Along with the technical and fundamental analysis of Westcore Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Westcore 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 | (0.06) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.08) | |||
| Treynor Ratio | 2.56 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Westcore Mutual Fund
Westcore Plus financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Plus security.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities |