Westwood Smallcap Value Fund Price History
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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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 Mutual Fund Price History Chart
There are several ways to analyze Westwood Smallcap Value Fund price data. The simplest method is using a basic Westwood candlestick price chart, which shows Westwood Smallcap price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 25, 2024 | 23.69 |
Lowest Price | September 10, 2024 | 20.9 |
Westwood Smallcap December 1, 2024 Mutual Fund Price Synopsis
Various analyses of Westwood Smallcap's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Westwood Mutual Fund. It can be used to describe the percentage change in the price of Westwood Smallcap from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Westwood Mutual Fund.Westwood Smallcap Price Rate Of Daily Change | 1.00 | |
Westwood Smallcap Price Action Indicator | 0.03 |
Westwood Smallcap December 1, 2024 Mutual Fund Price Analysis
Westwood Mutual Fund Price History Data
The price series of Westwood Smallcap for the period between Mon, Sep 2, 2024 and Sun, Dec 1, 2024 has a statistical range of 2.79 with a coefficient of variation of 3.06. The daily prices for the period are distributed with arithmetic mean of 22.08. The median price for the last 90 days is 21.93. The company paid out dividends to its shareholders on December 30, 2019.Open | High | Low | Close | Volume | ||
12/01/2024 | 23.41 | 23.41 | 23.41 | 23.41 | ||
11/29/2024 | 23.41 | 23.41 | 23.41 | 23.41 | 1.00 | |
11/27/2024 | 23.35 | 23.35 | 23.35 | 23.35 | 1.00 | |
11/26/2024 | 23.40 | 23.40 | 23.40 | 23.40 | 1.00 | |
11/25/2024 | 23.69 | 23.69 | 23.69 | 23.69 | 1.00 | |
11/22/2024 | 23.31 | 23.31 | 23.31 | 23.31 | 1.00 | |
11/21/2024 | 22.95 | 22.95 | 22.95 | 22.95 | 1.00 | |
11/20/2024 | 22.58 | 22.58 | 22.58 | 22.58 | 1.00 | |
11/19/2024 | 22.54 | 22.54 | 22.54 | 22.54 | 1.00 | |
11/18/2024 | 22.54 | 22.54 | 22.54 | 22.54 | 1.00 | |
11/15/2024 | 22.48 | 22.48 | 22.48 | 22.48 | 1.00 | |
11/14/2024 | 22.66 | 22.66 | 22.66 | 22.66 | 1.00 | |
11/13/2024 | 22.91 | 22.91 | 22.91 | 22.91 | 1.00 | |
11/12/2024 | 23.03 | 23.03 | 23.03 | 23.03 | 1.00 | |
11/11/2024 | 23.37 | 23.37 | 23.37 | 23.37 | 1.00 | |
11/08/2024 | 23.05 | 23.05 | 23.05 | 23.05 | 1.00 | |
11/07/2024 | 22.89 | 22.89 | 22.89 | 22.89 | 1.00 | |
11/06/2024 | 23.20 | 23.20 | 23.20 | 23.20 | 1.00 | |
11/05/2024 | 21.73 | 21.73 | 21.73 | 21.73 | 1.00 | |
11/04/2024 | 21.41 | 21.41 | 21.41 | 21.41 | 1.00 | |
11/01/2024 | 21.36 | 21.36 | 21.36 | 21.36 | 1.00 | |
10/31/2024 | 21.35 | 21.35 | 21.35 | 21.35 | 1.00 | |
10/30/2024 | 21.66 | 21.66 | 21.66 | 21.66 | 1.00 | |
10/29/2024 | 21.68 | 21.68 | 21.68 | 21.68 | 1.00 | |
10/28/2024 | 21.83 | 21.83 | 21.83 | 21.83 | 1.00 | |
10/25/2024 | 21.58 | 21.58 | 21.58 | 21.58 | 1.00 | |
10/24/2024 | 21.71 | 21.71 | 21.71 | 21.71 | 1.00 | |
10/23/2024 | 21.64 | 21.64 | 21.64 | 21.64 | 1.00 | |
10/22/2024 | 21.82 | 21.82 | 21.82 | 21.82 | 1.00 | |
10/21/2024 | 21.93 | 21.93 | 21.93 | 21.93 | 1.00 | |
10/18/2024 | 22.37 | 22.37 | 22.37 | 22.37 | 1.00 | |
10/17/2024 | 22.52 | 22.52 | 22.52 | 22.52 | 1.00 | |
10/16/2024 | 22.51 | 22.51 | 22.51 | 22.51 | 1.00 | |
10/15/2024 | 22.23 | 22.23 | 22.23 | 22.23 | 1.00 | |
10/14/2024 | 22.20 | 22.20 | 22.20 | 22.20 | 1.00 | |
10/11/2024 | 22.08 | 22.08 | 22.08 | 22.08 | 1.00 | |
10/10/2024 | 21.64 | 21.64 | 21.64 | 21.64 | 1.00 | |
10/09/2024 | 21.80 | 21.80 | 21.80 | 21.80 | 1.00 | |
10/08/2024 | 21.76 | 21.76 | 21.76 | 21.76 | 1.00 | |
10/07/2024 | 21.82 | 21.82 | 21.82 | 21.82 | 1.00 | |
10/04/2024 | 21.82 | 21.82 | 21.82 | 21.82 | 1.00 | |
10/03/2024 | 21.59 | 21.59 | 21.59 | 21.59 | 1.00 | |
10/02/2024 | 21.67 | 21.67 | 21.67 | 21.67 | 1.00 | |
10/01/2024 | 21.75 | 21.75 | 21.75 | 21.75 | 1.00 | |
09/30/2024 | 21.98 | 21.98 | 21.98 | 21.98 | 1.00 | |
09/27/2024 | 21.96 | 21.96 | 21.96 | 21.96 | 1.00 | |
09/26/2024 | 21.80 | 21.80 | 21.80 | 21.80 | 1.00 | |
09/25/2024 | 21.75 | 21.75 | 21.75 | 21.75 | 1.00 | |
09/24/2024 | 22.07 | 22.07 | 22.07 | 22.07 | 1.00 | |
09/23/2024 | 22.10 | 22.10 | 22.10 | 22.10 | 1.00 | |
09/20/2024 | 22.10 | 22.10 | 22.10 | 22.10 | 1.00 | |
09/19/2024 | 22.44 | 22.44 | 22.44 | 22.44 | 1.00 | |
09/18/2024 | 22.05 | 22.05 | 22.05 | 22.05 | 1.00 | |
09/17/2024 | 21.92 | 21.92 | 21.92 | 21.92 | 1.00 | |
09/16/2024 | 21.75 | 21.75 | 21.75 | 21.75 | 1.00 | |
09/13/2024 | 21.65 | 21.65 | 21.65 | 21.65 | 1.00 | |
09/12/2024 | 21.18 | 21.18 | 21.18 | 21.18 | 1.00 | |
09/11/2024 | 20.91 | 20.91 | 20.91 | 20.91 | 1.00 | |
09/10/2024 | 20.90 | 20.90 | 20.90 | 20.90 | 1.00 | |
09/09/2024 | 20.91 | 20.91 | 20.91 | 20.91 | 1.00 | |
09/06/2024 | 20.98 | 20.98 | 20.98 | 20.98 | 1.00 |
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.
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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 |
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 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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