Wasatch International Select Fund Manager Performance Evaluation

WGISX Fund  USD 12.98  0.07  0.54%   
The entity maintains a market beta of -0.0233, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wasatch International are expected to decrease at a much lower rate. During the bear market, Wasatch International is likely to outperform the market.

Risk-Adjusted Performance

9 of 100

 
Weak
 
Strong
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch International Select are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wasatch International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date31st of January 2023
Expense Ratio0.9400
  

Wasatch International Relative Risk vs. Return Landscape

If you would invest  1,227  in Wasatch International Select on September 11, 2024 and sell it today you would earn a total of  71.00  from holding Wasatch International Select or generate 5.79% return on investment over 90 days. Wasatch International Select is currently producing 0.092% returns and takes up 0.745% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Wasatch International is expected to generate 1.46 times less return on investment than the market. In addition to that, the company is 1.01 times more volatile than its market benchmark. It trades about 0.12 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.18 per unit of volatility.

Wasatch International Current Valuation

Overvalued
Today
12.98
Please note that Wasatch International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wasatch International maintains a prevalent Real Value of $12.24 per share. The last-minute price of the fund is $12.98. We determine the value of Wasatch International 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 Wasatch International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch International'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  12.98 Real  12.24 Hype  12.98 Naive  13.13
The intrinsic value of Wasatch International'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 Wasatch International'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.
12.24
Real Value
12.99
Upside
Estimating the potential upside or downside of Wasatch International Select helps investors to forecast how Wasatch 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 Wasatch International more accurately as focusing exclusively on Wasatch International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.5312.8213.10
Details
Hype
Prediction
LowEstimatedHigh
12.2312.9813.73
Details
Naive
Forecast
LowNext ValueHigh
12.3813.1313.87
Details

Wasatch International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch International Select, and traders can use it to determine the average amount a Wasatch International'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 = 0.1236

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Estimated Market Risk

 0.75
  actual daily
6
94% of assets are more volatile

Expected Return

 0.09
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.12
  actual daily
9
91% of assets perform better
Based on monthly moving average Wasatch International is performing at about 9% 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 Wasatch International by adding it to a well-diversified portfolio.

Wasatch International Fundamentals Growth

Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch International, and Wasatch International 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 Wasatch Mutual Fund performance.

About Wasatch International Performance

Evaluating Wasatch International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch International 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 Wasatch International 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 foreign companies of all market capitalizations. Under normal market conditions, it will invest the funds assets primarily in the equity securities, typically common stock, issued by companies tied economically to foreign developed markets, which are those countries included in the MSCI EAFE Index at the time of purchase, excluding the United States. The fund may invest a large percentage of its assets in a particular region or market, including Asia, Japan, Europe, and the United Kingdom. It is non-diversified.

Things to note about Wasatch International performance evaluation

Checking the ongoing alerts about Wasatch International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated three year return of -4.0%
Wasatch International keeps 96.56% of its net assets in stocks
Evaluating Wasatch International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wasatch International's mutual fund performance include:
  • Analyzing Wasatch International'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 Wasatch International's stock is overvalued or undervalued compared to its peers.
  • Examining Wasatch International'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 Wasatch International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Wasatch International's mutual fund. These opinions can provide insight into Wasatch International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Wasatch International's mutual fund performance is not an exact science, and many factors can impact Wasatch International's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Wasatch Mutual Fund

Wasatch International financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch International security.
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