Wcgajx Fund Manager Performance Evaluation
| WCGAJX Fund | 49.14 0.42 0.86% |
The entity maintains a market beta of -0.0182, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wcgajx are expected to decrease at a much lower rate. During the bear market, Wcgajx is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wcgajx are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wcgajx is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreWcgajx |
Wcgajx Relative Risk vs. Return Landscape
If you would invest 4,853 in Wcgajx on August 27, 2025 and sell it today you would earn a total of 61.00 from holding Wcgajx or generate 1.26% return on investment over 90 days. Wcgajx is generating 0.0218% of daily returns assuming 0.6351% volatility of returns over the 90 days investment horizon. Simply put, 5% of all funds have less volatile historical return distribution than Wcgajx, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wcgajx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wcgajx's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Wcgajx, and traders can use it to determine the average amount a Wcgajx'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 = 0.0344
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WCGAJX |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Wcgajx is performing at about 2% 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 Wcgajx by adding it to a well-diversified portfolio.
About Wcgajx Performance
Evaluating Wcgajx's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wcgajx has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wcgajx has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Wcgajx is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Wcgajx performance evaluation
Checking the ongoing alerts about Wcgajx for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Wcgajx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is ProFunds Semicond UltraSector Investor a Strong Mutual Fund Pick Right Now - Yahoo Finance |
- Analyzing Wcgajx'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 Wcgajx's stock is overvalued or undervalued compared to its peers.
- Examining Wcgajx'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 Wcgajx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wcgajx's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Wcgajx's fund. These opinions can provide insight into Wcgajx's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wcgajx Fund
Wcgajx financial ratios help investors to determine whether Wcgajx Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wcgajx with respect to the benefits of owning Wcgajx security.
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