The entity maintains market beta of -0.153 which attests that as returns on market increase, returns on owning Westfield Capital are expected to decrease at a much smaller rate. During bear market, Westfield Capital is likely to outperform the market. Although it is extremely important to respect Westfield Capital historical price patterns, it is better to be realistic regarding the information on equity current price history. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By examining Westfield Capital technical indicators you can presently evaluate if the expected return of 0.0578% will be sustainable into the future.
Risk-Adjusted Fund Performance
Risk-Adjusted Fund PerformanceCompared to the overall equity markets, risk-adjusted returns on investments in Westfield Capital Dividend Grow are ranked lower than 4 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, Westfield Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
|Fifty Two Week Low||9.41|
|Fifty Two Week High||12.81|
|Annual Report Expense Ratio||1.20%|
|Horizon||30 Days Login to change|
Westfield Capital Relative Risk vs. Return LandscapeIf you would invest 1,168 in Westfield Capital Dividend Grow on August 21, 2019 and sell it today you would earn a total of 40.00 from holding Westfield Capital Dividend Grow or generate 3.42% return on investment over 30 days. Westfield Capital Dividend Grow is currently producing 0.0578% returns and takes up 0.933% volatility of returns over 30 trading days. Put another way, 8% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Westfield Capital Current Valuation
September 20, 2019
Westfield Capital is not too volatile asset. Westfield Capital maintains prevalent Real Value of $12.01 per share. The last-minute price of the fund is $12.1. At this time the fund appears to be fairly valued. We determine the value of Westfield Capital from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.
Westfield Capital Market Risk Analysis
Sharpe Ratio = 0.0619
Westfield Capital Relative Performance Indicators
Estimated Market Risk