Westcore Small Cap Growth Fund Manager Performance Evaluation
| WTSGX Fund | USD 18.11 0.23 1.29% |
The entity maintains a market beta of -0.13, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Westcore Small are expected to decrease at a much lower rate. During the bear market, Westcore Small is likely to outperform the market.
Risk-Adjusted Performance
1 of 100
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Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Westcore Small Cap Growth are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Westcore Small 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 | 1st of May 2023 | |
| Expense Ratio | 1.0500 |
Westcore |
Westcore Small Relative Risk vs. Return Landscape
If you would invest 1,786 in Westcore Small Cap Growth on January 19, 2024 and sell it today you would earn a total of 25.00 from holding Westcore Small Cap Growth or generate 1.4% return on investment over 90 days. Westcore Small Cap Growth is currently producing 0.0286% returns and takes up 1.1477% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Westcore, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westcore Small Current Valuation
Fairly Valued
Today
Please note that Westcore Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westcore Small Cap maintains a prevalent Real Value of $18.24 per share. The last-minute price of the fund is $18.11. We determine the value of Westcore Small Cap 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 Westcore Small Cap Growth is useful when determining the fair value of the Westcore mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Westcore Small. Since Westcore Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westcore Mutual Fund. However, Westcore Small'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 18.11 | Real 18.24 | Hype 18.11 |
The real value of Westcore Mutual Fund, also known as its intrinsic value, is the underlying worth of Westcore Small Cap Mutual Fund, which is reflected in its stock price. It is based on Westcore Small's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Westcore Small'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 Westcore Small'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 Westcore Small Cap Growth helps investors to forecast how Westcore 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 Westcore Small more accurately as focusing exclusively on Westcore Small's fundamentals will not take into account other important factors: Westcore Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westcore Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westcore Small Cap Growth, and traders can use it to determine the average amount a Westcore Small'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 = 0.0249
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WTSGX |
Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Westcore Small is performing at about 1% 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 Westcore Small by adding it to a well-diversified portfolio.
Westcore Small Fundamentals Growth
Westcore Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westcore Small, and Westcore Small 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 Westcore Mutual Fund performance.
| Price To Earning | 33.47 X | |||
| Price To Book | 3.68 X | |||
| Price To Sales | 2.58 X | |||
| Total Asset | 39.74 M | |||
About Westcore Small Performance
To evaluate Westcore Small Cap 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 Westcore Small 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 Westcore 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 Westcore Small Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Westcore'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 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.Things to note about Westcore Small Cap performance evaluation
Checking the ongoing alerts about Westcore Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westcore Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Westcore Small Cap keeps 95.91% of its net assets in stocks |
- Analyzing Westcore Small'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 Westcore Small's stock is overvalued or undervalued compared to its peers.
- Examining Westcore Small'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 Westcore Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westcore Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westcore Small's mutual fund. These opinions can provide insight into Westcore Small'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 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'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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.