Westcore Small Cap Growth Fund Price on March 15, 2024
| WTSGX Fund | USD 18.26 0.02 0.11% |
Below is the normalized historical share price chart for Westcore Small Cap Growth extending back to February 03, 2014. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Westcore Small-cap stands at 18.26, as last reported on the 28th of April, with the highest price reaching 18.26 and the lowest price hitting 18.26 during the day.
If you're considering investing in Westcore Mutual Fund, it is important to understand the factors that can impact its price. We consider Westcore Small-cap very steady. Westcore Small Cap shows Sharpe Ratio of 0.0086, which attests that the fund had a 0.0086% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Westcore Small Cap, which you can use to evaluate the volatility of the fund. Please check out Westcore Small-cap's Market Risk Adjusted Performance of 0.0282, downside deviation of 1.18, and Mean Deviation of 0.8788 to validate if the risk estimate we provide is consistent with the expected return of 0.0096%.
Westcore Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Westcore |
Sharpe Ratio = 0.0086
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WTSGX |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Westcore Small-cap is not performing at its full potential. However, 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 Westcore Small-cap by adding Westcore Small-cap to a well-diversified portfolio.
Westcore Small-cap Valuation on March 15, 2024
It is possible to determine the worth of Westcore Small-cap on a given historical date. On March 15, 2024 Westcore was worth 18.59 at the beginning of the trading date compared to the closed value of 18.59. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Westcore Small-cap mutual fund. Still, in general, we apply an absolute valuation method to find Westcore Small-cap's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Westcore Small-cap where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Westcore Small-cap's related companies.
| Open | High | Low | Close | Volume | |
| 18.56 | 18.56 | 18.56 | 18.56 | 1.00 | |
03/15/2024 | 18.59 | 18.59 | 18.59 | 18.59 | 1.00 |
| 18.51 | 18.51 | 18.51 | 18.51 | 1.00 |
| Backtest Westcore Small-cap | | | Westcore Small-cap History | | | Westcore Small-cap Valuation | Previous | Next |
Westcore Small-cap Trading Date Momentum on March 15, 2024
| On March 18 2024 Westcore Small Cap Growth was traded for 18.51 at the closing time. The highest daily price throughout the period was 18.51 and the lowest price was 18.51 . There was no trading activity during the period 1.0. Lack of trading volume on 03/18/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.43% . The trading price change to current closing price is 1.45% . |
Westcore Small Cap Fundamentals Correlations and Trends
By evaluating Westcore Small-cap's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Westcore Small-cap's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Westcore financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Westcore Small-cap Mutual Fund history
Westcore Small-cap investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Westcore is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Westcore Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Westcore Small-cap stock prices may prove useful in developing a viable investing in Westcore Small-cap
The funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. The adviser currently considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Growth Index, at the time of purchase.
Westcore Small-cap Mutual Fund Technical Analysis
Westcore Small-cap technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Westcore Small-cap Period Price Range
Low | March 15, 2024
| High |
18.59 | 18.59 |
Westcore Small-cap April 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Westcore Small-cap mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Westcore Small-cap shares will generate the highest return on investment. By undertsting and applying Westcore Small-cap mutual fund market strength indicators, traders can identify Westcore Small Cap Growth entry and exit signals to maximize returns
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 18.59 | |||
| Day Typical Price | 18.59 | |||
| Period Momentum Indicator | (0.33) | |||
| Relative Strength Index | 37.91 |
Westcore Small-cap Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Westcore Small-cap's price direction in advance. Along with the technical and fundamental analysis of Westcore Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Westcore to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0256 | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.11) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0182 |
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| Volume Indicators |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westcore Small Cap Growth. 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 price. Note that the Westcore Small Cap information on this page should be used as a complementary analysis to other Westcore Small-cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.