Westcore Global Large Cap Fund Price on August 3, 2023
| WTMVX Fund | USD 12.48 0.01 0.08% |
Below is the normalized historical share price chart for Westcore Global Large Cap extending back to February 01, 1989. 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 Global stands at 12.48, as last reported on the 4th of December, with the highest price reaching 12.48 and the lowest price hitting 12.48 during the day.
If you're considering investing in Westcore Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Westcore Mutual Fund to be very steady. Westcore Global Large shows Sharpe Ratio of 0.13, which attests that the fund had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Westcore Global Large, which you can use to evaluate the volatility of the fund. Please check out Westcore Global's Market Risk Adjusted Performance of 0.0487, mean deviation of 0.5322, and Downside Deviation of 0.811 to validate if the risk estimate we provide is consistent with the expected return of 0.0857%.
Westcore Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westcore |
Sharpe Ratio = 0.1304
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Westcore Global is performing at about 10% 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 Westcore Global by adding it to a well-diversified portfolio.
Westcore Global Valuation on August 3, 2023
It is possible to determine the worth of Westcore Global on a given historical date. On August 3, 2023 Westcore was worth 9.97 at the beginning of the trading date compared to the closed value of 9.97. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westcore Global mutual fund. Still, in general, we apply an absolute valuation method to find Westcore Global'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 Westcore Global where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westcore Global's related companies.
| Open | High | Low | Close | Volume | |
| 9.98 | 9.98 | 9.98 | 9.98 | 1.00 | |
08/03/2023 | 9.97 | 9.97 | 9.97 | 9.97 | 1.00 |
| 9.95 | 9.95 | 9.95 | 9.95 | 1.00 |
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Westcore Global Trading Date Momentum on August 3, 2023
| On August 04 2023 Westcore Global Large Cap was traded for 9.95 at the closing time. The highest daily price throughout the period was 9.95 and the lowest price was 9.95 . There was no trading activity during the period 1.0. Lack of trading volume on 08/04/2023 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.20% . The trading price change to current closing price is 0.80% . |
Westcore Global Large Fundamentals Correlations and Trends
By evaluating Westcore Global'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 Westcore Global's 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 Global Mutual Fund history
Westcore Global 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 Global Large 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 Global stock prices may prove useful in developing a viable investing in Westcore Global
Under normal circumstances, the fund will invest at least 80 percent of the value of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40 percent of its net assets in stocks of foreign companies drawn from at least three different countries .
Westcore Global Mutual Fund Technical Analysis
Westcore Global 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 Global Period Price Range
Low | December 4, 2024
| High |
0.00 | 0.00 |
Westcore Global Large Cap 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 Global December 4, 2024 Market Strength
Market strength indicators help investors to evaluate how Westcore Global 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 Global shares will generate the highest return on investment. By undertsting and applying Westcore Global mutual fund market strength indicators, traders can identify Westcore Global Large Cap entry and exit signals to maximize returns
Westcore Global Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westcore Global's 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 | 0.0428 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0387 |
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Other Information on Investing in Westcore Mutual Fund
Westcore Global 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 Global security.
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