Westwood Low Ten Year Return vs. Five Year Return
| WLVIXDelisted Fund | USD 6.02 0.00 0.00% |
For Westwood Low profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Westwood Low to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Westwood Low Volatility utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Westwood Low's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Westwood Low Volatility over time as well as its relative position and ranking within its peers.
Westwood |
Westwood Low Volatility Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Low's current stock value. Our valuation model uses many indicators to compare Westwood Low value to that of its competitors to determine the firm's financial worth. Westwood Low Volatility is presently regarded as number one fund in ten year return among similar funds. It is rated second in five year return among similar funds reporting about 0.88 of Five Year Return per Ten Year Return. The ratio of Ten Year Return to Five Year Return for Westwood Low Volatility is roughly 1.13 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westwood Low's earnings, one of the primary drivers of an investment's value.Westwood Five Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Westwood Low |
| = | 11.02 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Westwood Low |
| = | 9.73 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Westwood Five Year Return Comparison
Westwood Low is currently under evaluation in five year return among similar funds.
Westwood Low Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Westwood Low, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Westwood Low will eventually generate negative long term returns. The profitability progress is the general direction of Westwood Low's change in net profit over the period of time. It can combine multiple indicators of Westwood Low, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Westwood Low is traded on NASDAQ Exchange in the United States.
Westwood Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Westwood Low. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Westwood Low position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Westwood Low's important profitability drivers and their relationship over time.
Use Westwood Low in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Westwood Low position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Westwood Low will appreciate offsetting losses from the drop in the long position's value.Westwood Low Pair Trading
Westwood Low Volatility Pair Trading Analysis
The ability to find closely correlated positions to Westwood Low could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Westwood Low when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Westwood Low - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Westwood Low Volatility to buy it.
The correlation of Westwood Low is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Westwood Low moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Westwood Low Volatility moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Westwood Low can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Westwood Low position
In addition to having Westwood Low in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Other Consideration for investing in Westwood Mutual Fund
If you are still planning to invest in Westwood Low Volatility 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 Westwood Low's history and understand the potential risks before investing.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |