Wcm Alternatives Financials
| WCEIX Fund | USD 10.61 0.04 0.38% |
Wcm |
Please note that past performance is not an indicator of the future performance of Wcm Alternatives, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wcm Alternatives Fund Summary
Wcm Alternatives competes with Blckrk Lc, Blckrk Lc, Blkrk Lc, Merger Fund, and Merger Fund. The fund adviser primarily employs investment strategies designed to capture price movements generated by specific events, including, but not limited to, equity andor debt securities of companies involved in mergers, acquisitions, asset sales or other divestitures, restructurings, refinancings, recapitalizations, reorganizations or other special situations .Specialization | Event Driven, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US95737C1036 |
| Business Address | Westchester Capital Funds |
| Mutual Fund Family | Westchester Capital |
| Mutual Fund Category | Event Driven |
| Benchmark | NYSE Composite |
| Phone | 800 343 8959 |
| Currency | USD - US Dollar |
You should never invest in Wcm Alternatives Event Driven without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Wcm Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Wcm Alternatives' prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Wcm Alternatives Key Financial Ratios
Generally speaking, Wcm Alternatives' financial ratios allow both analysts and investors to convert raw data from Wcm Alternatives' financial statements into concise, actionable information that can be used to evaluate the performance of Wcm Alternatives over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Wcm Alternatives Event reports annually and quarterly.Wcm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wcm Alternatives's current stock value. Our valuation model uses many indicators to compare Wcm Alternatives value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wcm Alternatives competition to find correlations between indicators driving Wcm Alternatives's intrinsic value. More Info.Wcm Alternatives Event Driven is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wcm Alternatives Event Driven is roughly 9.88 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Wcm Alternatives by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Wcm Alternatives' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Wcm Alternatives' earnings, one of the primary drivers of an investment's value.Wcm Alternatives Event Systematic Risk
Wcm Alternatives' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wcm Alternatives volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Wcm Alternatives Event correlated with the market. If Beta is less than 0 Wcm Alternatives generally moves in the opposite direction as compared to the market. If Wcm Alternatives Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wcm Alternatives Event is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wcm Alternatives is generally in the same direction as the market. If Beta > 1 Wcm Alternatives moves generally in the same direction as, but more than the movement of the benchmark.
Wcm Alternatives May 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wcm Alternatives help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wcm Alternatives Event Driven. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wcm Alternatives Event Driven based on widely used predictive technical indicators. In general, we focus on analyzing Wcm Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wcm Alternatives's daily price indicators and compare them against related drivers.
| Information Ratio | (0.39) | |||
| Maximum Drawdown | 1.02 | |||
| Value At Risk | (0.37) | |||
| Potential Upside | 0.2809 |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wcm Alternatives Event Driven. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.