WFEMX Mutual Fund Manager Performance Evaluation

WFEMX -  USA Fund  

USD 13.36  0.16  1.21%

The entity maintains a market beta of 0.0168, which attests to not very significant fluctuations relative to the market. Let's try to break down what WFEMX's beta means in this case. As returns on the market increase, WCM Focused returns are expected to increase less than the market. However, during the bear market, the loss on holding WCM Focused will be expected to be smaller as well. Although it is extremely important to respect WCM Focused Emerging historical price patterns, it is better to be realistic regarding the information on equity current price history. The approach into 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 reviewing WCM Focused Emerging technical indicators, you can now evaluate if the expected return of 0.0028% will be sustainable into the future.
  
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WFEMX Performance
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Over the last 90 days WCM Focused Emerging has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, WCM Focused is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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WFEMX Price Channel

Fifty Two Week Low12.96
Fifty Two Week High21.29

WCM Focused Relative Risk vs. Return Landscape

If you would invest  1,368  in WCM Focused Emerging on February 27, 2022 and sell it today you would lose (32.00)  from holding WCM Focused Emerging or give up 2.34% of portfolio value over 90 days. WCM Focused Emerging is currently producing 0.0028% returns and takes up 1.2296% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than WFEMX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon WCM Focused is expected to generate 15.21 times less return on investment than the market. In addition to that, the company is 1.19 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.04 per unit of volatility.

WCM Focused Current Valuation

Overvalued
Today 13.36
Share
Please note that WCM Focused's price fluctuation is very steady at this time.
WCM Focused Emerging maintains a prevalent Real Value of $12.36 per share. The last-minute price of the fund is $13.36. At this time, the entity appears to be overvalued. We determine the value of WCM Focused Emerging from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued securities and dropping overvalued securities since, at some point future time, stock prices and their ongoing real values will grow together.
Our valuation method for WCM Focused Emerging is useful when determining the fair value of the WFEMX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of WCM Focused. Since WCM Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of WFEMX Mutual Fund. However, WCM Focused'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.
12.36
Real Value
13.59
Upside
Estimating the potential upside or downside of WCM Focused Emerging helps investors to forecast how WFEMX 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 WCM Focused more accurately as focusing exclusively on WCM Focused's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
12.1313.3614.59
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WCM Focused Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for WCM Focused's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as WCM Focused Emerging, and traders can use it to determine the average amount a WCM Focused'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 = 0.0023

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Negative ReturnsWFEMX
Estimated Market Risk
 1.23
  actual daily
 
 10 %
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1010
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 0.0
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 0 %
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Based on monthly moving average WCM Focused is performing at about 0% 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 WCM Focused by adding it to a well-diversified portfolio.

About WCM Focused Performance

To evaluate WCM Focused Emerging 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 WCM Focused 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 WFEMX 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 WCM Focused Emerging stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents WFEMX'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.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities of companies in emerging or frontier countries or markets. WCM Focused is traded on NASDAQ Exchange in the United States.

Things to note about WCM Focused Emerging

Checking the ongoing alerts about WCM Focused for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for WCM Focused Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

WCM Focused Alerts

Equity Alerts and Improvement Suggestions

WCM Focused Emerging is unlikely to experience financial distress in the next 2 years
The fund keeps about 5.32% of its net assets in cash
Check out Your Current Watchlist. Note that the WCM Focused Emerging information on this page should be used as a complementary analysis to other WCM Focused's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

Complementary Tools for WFEMX Mutual Fund analysis

When running WCM Focused Emerging price analysis, check to measure WCM Focused's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WCM Focused is operating at the current time. Most of WCM Focused's value examination focuses on studying past and present price action to predict the probability of WCM Focused's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move WCM Focused's price. Additionally, you may evaluate how the addition of WCM Focused to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between WCM Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine WCM Focused value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WCM Focused's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.