Growth Balanced Fund Manager Performance
| WFGWXDelisted Fund | USD 38.33 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Growth Balanced are expected to decrease at a much lower rate. During the bear market, Growth Balanced is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Growth Balanced Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Growth Balanced 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 October 2022 | |
| Expense Ratio | 1.8700 |
Growth |
Growth Balanced Relative Risk vs. Return Landscape
If you would invest (100.00) in Growth Balanced Fund on January 25, 2024 and sell it today you would earn a total of 100.00 from holding Growth Balanced Fund or generate -100.0% return on investment over 90 days. Growth Balanced Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Growth, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Balanced Current Valuation
Overvalued
Today
Please note that Growth Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Growth Balanced retains a regular Real Value of $35.17 per share. The prevalent price of the fund is $38.33. We determine the value of Growth Balanced from evaluating 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 come together.
Our valuation method for Growth Balanced Fund is useful when determining the fair value of the Growth mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Growth Balanced. Since Growth Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Balanced'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 38.33 | Real 35.17 | Hype 38.33 | Naive 38.06 |
The real value of Growth Mutual Fund, also known as its intrinsic value, is the underlying worth of Growth Balanced Mutual Fund, which is reflected in its stock price. It is based on Growth Balanced's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Growth Balanced'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 Growth Balanced'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 Growth Balanced Fund helps investors to forecast how Growth 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 Growth Balanced more accurately as focusing exclusively on Growth Balanced's fundamentals will not take into account other important factors: Growth Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Growth Balanced Fund, and traders can use it to determine the average amount a Growth Balanced'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 = 0.0
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Based on monthly moving average Growth Balanced is not performing at its full potential. However, 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 Growth Balanced to a well-diversified portfolio.
Growth Balanced Fundamentals Growth
Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Balanced, and Growth Balanced 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 Growth Mutual Fund performance.
| Price To Earning | 18.89 X | |||
| Price To Book | 2.26 X | |||
| Price To Sales | 1.52 X | |||
| Total Asset | 4.31 M | |||
About Growth Balanced Performance
To evaluate Growth Balanced 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 Growth Balanced 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 Growth 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 Growth Balanced market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Growth'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 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.Things to note about Growth Balanced performance evaluation
Checking the ongoing alerts about Growth Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Growth Balanced is not yet fully synchronised with the market data | |
| Growth Balanced has a very high chance of going through financial distress in the upcoming years |
- Analyzing Growth Balanced'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 Growth Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Growth Balanced'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 Growth Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Balanced's mutual fund. These opinions can provide insight into Growth Balanced'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. 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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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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