Westfield Capital Manager Performance Evaluation

WCDGX -- USA Fund  

USD 12.10  0.02  0.17%

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.
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Risk-Adjusted Fund Performance

Compared 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 Low9.41
Fifty Two Week High12.81
Annual Report Expense Ratio1.20%
Horizon     30 Days    Login   to change

Westfield Capital Relative Risk vs. Return Landscape

If 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 (%) 
      Risk (%) 
Assuming 30 trading days horizon, Westfield Capital is expected to generate 1.02 times more return on investment than the market. However, the company is 1.02 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of risk.

Westfield Capital Current Valuation

Fairly Valued
September 20, 2019
12.10
Market Value
12.01
Real Value
14.80
Upside
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
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Westfield Capital Relative Performance Indicators

Estimated Market Risk
 0.93
  actual daily
 
 8 %
of total potential
 
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Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
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Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
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Based on monthly moving average Westfield Capital is performing at about 4% 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 Westfield Capital by adding it to a well-diversified portfolio.

Westfield Capital Alerts

Equity Alerts and Improvement Suggestions

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The fund keeps 95.71% of its net assets in stocks
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