Washington Mutual Investors Fund Manager Performance Evaluation
| CWMCX Fund | USD 65.18 0.89 1.38% |
The entity maintains a market beta of 0.71, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Washington Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding Washington Mutual is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Washington Mutual Investors are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Washington Mutual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3600 |
Washington |
Washington Mutual Relative Risk vs. Return Landscape
If you would invest 6,279 in Washington Mutual Investors on September 16, 2024 and sell it today you would earn a total of 239.00 from holding Washington Mutual Investors or generate 3.81% return on investment over 90 days. Washington Mutual Investors is currently producing 0.0593% returns and takes up 0.6017% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Washington, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Washington Mutual Current Valuation
Fairly Valued
Today
Please note that Washington Mutual's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Washington Mutual maintains a prevalent Real Value of $64.89 per share. The last-minute price of the fund is $65.18. We determine the value of Washington Mutual 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 Washington Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Washington Mutual Fund. However, Washington Mutual'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 65.18 | Real 64.89 | Hype 65.18 | Naive 64.32 |
The intrinsic value of Washington Mutual'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 Washington Mutual'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.
Estimating the potential upside or downside of Washington Mutual Investors helps investors to forecast how Washington 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 Washington Mutual more accurately as focusing exclusively on Washington Mutual's fundamentals will not take into account other important factors: Washington Mutual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Washington Mutual's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Washington Mutual Investors, and traders can use it to determine the average amount a Washington Mutual'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 = 0.0985
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| Cash | CWMCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Washington Mutual is performing at about 7% 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 Washington Mutual by adding it to a well-diversified portfolio.
Washington Mutual Fundamentals Growth
Washington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Washington Mutual, and Washington Mutual 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 Washington Mutual Fund performance.
| Price To Earning | 3.15 X | ||||
| Price To Book | 3.08 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 153.91 B | ||||
About Washington Mutual Performance
Evaluating Washington Mutual's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Washington Mutual 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 Washington Mutual 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 common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.Things to note about Washington Mutual performance evaluation
Checking the ongoing alerts about Washington Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Washington Mutual help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 96.29% of its assets under management (AUM) in equities |
- Analyzing Washington Mutual'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 Washington Mutual's stock is overvalued or undervalued compared to its peers.
- Examining Washington Mutual'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 Washington Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Washington Mutual's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Washington Mutual's mutual fund. These opinions can provide insight into Washington Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Washington Mutual Fund
Washington Mutual financial ratios help investors to determine whether Washington 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 Washington with respect to the benefits of owning Washington Mutual security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |