Growth Balanced Fund Price on September 10, 2021
| WFGWXDelisted Fund | USD 38.33 0.00 0.00% |
If you're considering investing in Growth Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Growth Balanced stands at 38.33, as last reported on the 19th of April, with the highest price reaching 38.33 and the lowest price hitting 38.33 during the day. We consider Growth Balanced very steady. Growth Balanced holds Efficiency (Sharpe) Ratio of 0.21, which attests that the entity had a 0.21% return per unit of risk over the last 3 months. We have found twenty-four technical indicators for Growth Balanced, which you can use to evaluate the volatility of the entity. Please check out Growth Balanced's Risk Adjusted Performance of 0.1345, market risk adjusted performance of 4.3, and Downside Deviation of 0.5246 to validate if the risk estimate we provide is consistent with the expected return of 0.11%.
Growth Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Growth |
Sharpe Ratio = 0.212
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| Cash | WFGWX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Growth Balanced is performing at about 16% 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 Growth Balanced by adding it to a well-diversified portfolio.
Growth Balanced Valuation on September 10, 2021
It is possible to determine the worth of Growth Balanced on a given historical date. On September 10, 2021 Growth was worth 40.57 at the beginning of the trading date compared to the closed value of 37.14. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Growth Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Growth Balanced'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 Growth Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Growth Balanced's related companies.
| Open | High | Low | Close | Volume | |
04/04/2022 | 40.57 | 40.57 | 37.14 | 37.14 | 1.00 |
| 40.10 | 40.10 | 36.71 | 36.71 | 1.00 |
| Backtest Growth Balanced | | | Growth Balanced History | | | Growth Balanced Valuation | Next |
Growth Balanced Trading Date Momentum on September 10, 2021
The event impact on price volatility cannot be determined at this time. Please check this event after some time to allow current data to be analyzed.Growth Balanced Fundamentals Correlations and Trends
By evaluating Growth Balanced'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 Growth Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Growth financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Growth Balanced Mutual Fund history
Growth Balanced 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 Growth is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Growth Balanced 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 Growth Balanced stock prices may prove useful in developing a viable investing in Growth Balanced
The fund seeks to achieve its investment objective by allocating up to 75 percent of its assets to equity securities and up to 45 percent of its assets to fixed income securities. Wells Fargo is traded on NASDAQ Exchange in the United States.
Growth Balanced Mutual Fund Technical Analysis
Growth Balanced 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
Growth Balanced Period Price Range
Low | April 4, 2022
| High |
40.57 | 37.14 |
Growth Balanced April 19, 2024 Market Strength
Market strength indicators help investors to evaluate how Growth Balanced 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 Growth Balanced shares will generate the highest return on investment. By undertsting and applying Growth Balanced mutual fund market strength indicators, traders can identify Growth Balanced Fund entry and exit signals to maximize returns
Growth Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Growth Balanced's price direction in advance. Along with the technical and fundamental analysis of Growth Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Growth 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 | 0.1345 | |||
| Jensen Alpha | 0.1066 | |||
| Total Risk Alpha | 0.0573 | |||
| Sortino Ratio | 0.0944 | |||
| Treynor Ratio | 4.29 |
| Cycle Indicators | ||
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| Volatility Indicators | ||
| Volume Indicators |
Check out Your Current Watchlist to better understand how to build diversified portfolios. 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 housing. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Other Consideration for investing in Growth Mutual Fund
If you are still planning to invest in Growth Balanced check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Growth Balanced's history and understand the potential risks before investing.
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