Wp Large Cap Fund Manager Performance Evaluation
| WPLCX Fund | USD 15.65 0.19 1.23% |
The entity owns a Beta (Systematic Risk) of -0.0017, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wp Large are expected to decrease at a much lower rate. During the bear market, Wp Large is likely to outperform the market.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wp Large Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Wp Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 2.5400 |
WPLCX |
Wp Large Relative Risk vs. Return Landscape
If you would invest 1,465 in Wp Large Cap on September 22, 2024 and sell it today you would earn a total of 100.00 from holding Wp Large Cap or generate 6.83% return on investment over 90 days. Wp Large Cap is currently producing 0.1091% returns and takes up 1.0929% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than WPLCX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wp Large Current Valuation
Overvalued
Today
Please note that Wp Large's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wp Large Cap owns a latest Real Value of $14.51 per share. The recent price of the fund is $15.65. We determine the value of Wp Large Cap from analyzing 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 future time, mutual fund prices and their ongoing real values will blend.
Since Wp Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of WPLCX Mutual Fund. However, Wp Large'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 15.65 | Real 14.51 | Hype 15.65 | Naive 15.18 |
The intrinsic value of Wp Large'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 Wp Large'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 Wp Large Cap helps investors to forecast how WPLCX 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 Wp Large more accurately as focusing exclusively on Wp Large's fundamentals will not take into account other important factors: Wp Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wp Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wp Large Cap, and traders can use it to determine the average amount a Wp Large'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 = 0.0998
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| Cash | WPLCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Wp Large 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 Wp Large by adding it to a well-diversified portfolio.
Wp Large Fundamentals Growth
WPLCX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wp Large, and Wp Large 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 WPLCX Mutual Fund performance.
| Price To Earning | 16.61 X | ||||
| Price To Book | 1.79 X | ||||
| Price To Sales | 1.71 X | ||||
| Total Asset | 34.95 M | ||||
About Wp Large Performance
Evaluating Wp Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wp Large 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 Wp Large 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 will invest at least 80 percent of its total assets in large cap domestic equity securities and exchange traded funds that primarily invest in large cap domestic equity securities. It will also seek to produce income and return stability through an options strategy.Things to note about Wp Large Cap performance evaluation
Checking the ongoing alerts about Wp Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wp Large Cap 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 five year return of -1.0% | |
| Wp Large Cap keeps 98.75% of its net assets in stocks |
- Analyzing Wp Large'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 Wp Large's stock is overvalued or undervalued compared to its peers.
- Examining Wp Large'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 Wp Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wp Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wp Large's mutual fund. These opinions can provide insight into Wp Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in WPLCX Mutual Fund
Wp Large financial ratios help investors to determine whether WPLCX 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 WPLCX with respect to the benefits of owning Wp Large security.
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