Wasatch Emerging Markets Fund Manager Performance Evaluation
| WIESX Fund | USD 15.88 0.06 0.38% |
The entity maintains a market beta of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wasatch Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Wasatch Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Wasatch Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.1300 |
Wasatch |
Wasatch Emerging Relative Risk vs. Return Landscape
If you would invest 1,626 in Wasatch Emerging Markets on January 20, 2024 and sell it today you would lose (38.00) from holding Wasatch Emerging Markets or give up 2.34% of portfolio value over 90 days. Wasatch Emerging Markets is currently producing negative expected returns and takes up 0.7804% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Emerging Current Valuation
Fairly Valued
Today
Please note that Wasatch Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wasatch Emerging Markets maintains a prevalent Real Value of $15.97 per share. The last-minute price of the fund is $15.88. We determine the value of Wasatch Emerging Markets from examining 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, mutual fund prices and their ongoing real values will grow together.
Our valuation method for Wasatch Emerging Markets is useful when determining the fair value of the Wasatch mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Wasatch Emerging. Since Wasatch Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Emerging'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 15.88 | Real 15.97 | Hype 15.88 |
The real value of Wasatch Mutual Fund, also known as its intrinsic value, is the underlying worth of Wasatch Emerging Markets Mutual Fund, which is reflected in its stock price. It is based on Wasatch Emerging's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Wasatch Emerging'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 Wasatch Emerging'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 Wasatch Emerging Markets helps investors to forecast how Wasatch 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 Wasatch Emerging more accurately as focusing exclusively on Wasatch Emerging's fundamentals will not take into account other important factors: Wasatch Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Emerging Markets, and traders can use it to determine the average amount a Wasatch Emerging'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 = -0.0443
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| Negative Returns | WIESX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wasatch Emerging 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 Wasatch Emerging by adding Wasatch Emerging to a well-diversified portfolio.
Wasatch Emerging Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Emerging, and Wasatch Emerging 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 Wasatch Mutual Fund performance.
| Total Asset | 419.05 M | ||||
About Wasatch Emerging Performance
To evaluate Wasatch Emerging Markets Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wasatch Emerging generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wasatch Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wasatch Emerging Markets market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Wasatch's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80 percent of its net assets in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were health care, industrials, consumer discretionary, information technology, and financials. It is non-diversified.Things to note about Wasatch Emerging Markets performance evaluation
Checking the ongoing alerts about Wasatch Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wasatch Emerging generated a negative expected return over the last 90 days | |
| The fund generated three year return of -5.0% | |
| Wasatch Emerging Markets keeps 97.75% of its net assets in stocks |
- Analyzing Wasatch Emerging'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 Wasatch Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Emerging'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 Wasatch Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Emerging's mutual fund. These opinions can provide insight into Wasatch Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wasatch Emerging Markets. 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 state. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.