Wstcm Credit Select Manager Performance
| WAMIXDelisted Fund | USD 10.50 0.00 0.00% |
The entity maintains a market beta of 0.0261, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wstcm Credit's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wstcm Credit is expected to be smaller as well.
Risk-Adjusted Performance
39 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Wstcm Credit Select are ranked lower than 39 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Wstcm Credit is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of December 2022 | |
| Expense Ratio | 1.1800 |
Wstcm |
Wstcm Credit Relative Risk vs. Return Landscape
If you would invest 1,047 in Wstcm Credit Select on September 25, 2024 and sell it today you would earn a total of 3.00 from holding Wstcm Credit Select or generate 0.29% return on investment over 90 days. Wstcm Credit Select is currently producing 0.0716% returns and takes up 0.1432% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Wstcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wstcm Credit Current Valuation
Overvalued
Today
Please note that Wstcm Credit's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wstcm Credit Select maintains a prevalent Real Value of $9.67 per share. The last-minute price of the fund is $10.5. We determine the value of Wstcm Credit Select 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 Wstcm Credit is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wstcm Mutual Fund. However, Wstcm Credit'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 10.5 | Real 9.67 | Hype 10.5 |
The intrinsic value of Wstcm Credit'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 Wstcm Credit'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 Wstcm Credit Select helps investors to forecast how Wstcm 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 Wstcm Credit more accurately as focusing exclusively on Wstcm Credit's fundamentals will not take into account other important factors: Wstcm Credit Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wstcm Credit's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wstcm Credit Select, and traders can use it to determine the average amount a Wstcm Credit'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 = 0.5
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WAMIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.5 actual daily | 39 61% of assets perform better |
Based on monthly moving average Wstcm Credit is performing at about 39% 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 Wstcm Credit by adding it to a well-diversified portfolio.
Wstcm Credit Fundamentals Growth
Wstcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wstcm Credit, and Wstcm Credit 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 Wstcm Mutual Fund performance.
| Total Asset | 130.45 M | |||
About Wstcm Credit Performance
Evaluating Wstcm Credit's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wstcm Credit 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 Wstcm Credit 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 investment seeks total return from income and capital appreciation. Wstcm Credit is traded on NASDAQ Exchange in the United States.Things to note about Wstcm Credit Select performance evaluation
Checking the ongoing alerts about Wstcm Credit for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wstcm Credit Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wstcm Credit Select is not yet fully synchronised with the market data | |
| Wstcm Credit Select has a very high chance of going through financial distress in the upcoming years | |
| Wstcm is showing solid risk-adjusted performance over 90 days | |
| The fund keeps about 62.35% of its net assets in cash |
- Analyzing Wstcm Credit'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 Wstcm Credit's stock is overvalued or undervalued compared to its peers.
- Examining Wstcm Credit'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 Wstcm Credit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wstcm Credit's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wstcm Credit's mutual fund. These opinions can provide insight into Wstcm Credit's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Consideration for investing in Wstcm Mutual Fund
If you are still planning to invest in Wstcm Credit Select check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Wstcm Credit's history and understand the potential risks before investing.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |