Ab Centrated Growth Fund Manager Performance Evaluation
| WPSGX Fund | USD 61.99 0.15 0.24% |
The fund owns a Beta (Systematic Risk) of 0.0396, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ab Centrated's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Centrated is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Centrated Growth are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Ab Centrated is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7500 |
WPSGX |
Ab Centrated Relative Risk vs. Return Landscape
If you would invest 5,912 in Ab Centrated Growth on September 12, 2024 and sell it today you would earn a total of 287.00 from holding Ab Centrated Growth or generate 4.85% return on investment over 90 days. Ab Centrated Growth is currently producing 0.0779% returns and takes up 0.7256% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than WPSGX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Centrated Current Valuation
Fairly Valued
Today
Please note that Ab Centrated's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Centrated Growth owns a latest Real Value of $62.18 per share. The recent price of the fund is $61.99. We determine the value of Ab Centrated Growth from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Centrated is currently traded on the exchange, buyers and sellers on that exchange determine the market value of WPSGX Mutual Fund. However, Ab Centrated'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 61.99 | Real 62.18 | Hype 61.99 | Naive 62.36 |
The intrinsic value of Ab Centrated'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 Ab Centrated'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 Ab Centrated Growth helps investors to forecast how WPSGX 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 Ab Centrated more accurately as focusing exclusively on Ab Centrated's fundamentals will not take into account other important factors: Ab Centrated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Centrated's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Centrated Growth, and traders can use it to determine the average amount a Ab Centrated'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 = 0.1073
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| Cash | WPSGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Ab Centrated 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 Ab Centrated by adding it to a well-diversified portfolio.
Ab Centrated Fundamentals Growth
WPSGX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Centrated, and Ab Centrated 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 WPSGX Mutual Fund performance.
| Price To Earning | 25.39 X | |||
| Price To Book | 6.20 X | |||
| Price To Sales | 3.31 X | |||
| Total Asset | 1.55 B | |||
About Ab Centrated Performance
Evaluating Ab Centrated's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Centrated 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 Ab Centrated 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 Adviser seeks to achieve the funds investment objective of long-term growth of capital by investing primarily in common stocks of listed U.S. companies. The Adviser employs an appraisal method that attempts to measure each prospective companys quality and growth rate by numerous factors. Such factors include a companys record and projections of profit and earnings growth, accuracy and availability of information with respect to the company. The fund invests in a relatively small number of individual stocks. It is non-diversified.Things to note about Ab Centrated Growth performance evaluation
Checking the ongoing alerts about Ab Centrated for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Centrated Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 98.72% of its net assets in stocks |
- Analyzing Ab Centrated'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 Ab Centrated's stock is overvalued or undervalued compared to its peers.
- Examining Ab Centrated'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 Ab Centrated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Centrated's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Centrated's mutual fund. These opinions can provide insight into Ab Centrated's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in WPSGX Mutual Fund
Ab Centrated financial ratios help investors to determine whether WPSGX 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 WPSGX with respect to the benefits of owning Ab Centrated security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |