WFHHX Mutual Fund Manager Performance Evaluation

WFHHX -  USA Fund  

USD 50.42  0.28  0.55%

The entity owns a Beta (Systematic Risk) of 0.0794, which attests to not very significant fluctuations relative to the market. Let's try to break down what WFHHX's beta means in this case. As returns on the market increase, Wf Special returns are expected to increase less than the market. However, during the bear market, the loss on holding Wf Special will be expected to be smaller as well. Although it is extremely important to respect Wf Special Mid existing price patterns, it is better to be realistic regarding the information on equity price patterns. 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 Wf Special Mid technical indicators, you can today evaluate if the expected return of 0.0089% will be sustainable into the future.

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 WFHHX Performance
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Over the last 90 days Wf Special Mid has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical indicators, Wf Special is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low34.52
Fifty Two Week High52.19
Annual Report Expense Ratio1.39%

Wf Special Relative Risk vs. Return Landscape

If you would invest  5,026  in Wf Special Mid on June 22, 2021 and sell it today you would earn a total of  16.00  from holding Wf Special Mid or generate 0.32% return on investment over 90 days. Wf Special Mid is currently producing 0.0089% returns and takes up 0.8534% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than WFHHX, 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 Wf Special is expected to generate 3.55 times less return on investment than the market. In addition to that, the company is 1.34 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.05 per unit of volatility.

Wf Special Current Valuation

Fairly Valued
Today
50.42
20th of September 2021
Share
Please note that Wf Special's price fluctuation is very steady at this time.
Wf Special Mid owns a latest Real Value of $50.31 per share. The recent price of the fund is $50.42. At this time, the fund appears to be fairly valued. We determine the value of Wf Special Mid from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued equities and dropping overvalued equities since, in the future, stock prices and their ongoing real values will blend.
Our valuation method for Wf Special Mid is useful when determining the fair value of the WFHHX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Wf Special. Since Wf Special is currently traded on the exchange, buyers and sellers on that exchange determine the market value of WFHHX Mutual Fund. However, Wf Special'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.
50.31
Real Value
51.16
Upside
Estimating the potential upside or downside of Wf Special Mid helps investors to forecast how WFHHX 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 Wf Special more accurately as focusing exclusively on Wf Special's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
49.6150.7451.88
Details
Hype
Prediction
LowEstimated ValueHigh
49.5750.4251.27
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.520.530.53
Details

Wf Special Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wf Special's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wf Special Mid, and traders can use it to determine the average amount a Wf Special'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 = 0.0104

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Estimated Market Risk
 0.85
  actual daily
 
 7 %
of total potential
 
77
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
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 0 %
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00
Based on monthly moving average Wf Special 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 Wf Special by adding it to a well-diversified portfolio.

About Wf Special Performance

To evaluate Wf Special Mid 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 Wf Special 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 WFHHX 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 Wf Special Mid 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 WFHHX'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 normally invests at least 80 percent of its net assets in equity securities of medium-capitalization companies. Wf Special is traded on NASDAQ Exchange in the United States.

Things to note about Wf Special Mid

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

Wf Special Alerts

Equity Alerts and Improvement Suggestions

The fund keeps 98.23% of its net assets in stocks
Check out Your Current Watchlist. Note that the Wf Special Mid information on this page should be used as a complementary analysis to other Wf Special'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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

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When running Wf Special Mid price analysis, check to measure Wf Special'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 Wf Special is operating at the current time. Most of Wf Special's value examination focuses on studying past and present price action to predict the probability of Wf Special's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wf Special's price. Additionally, you may evaluate how the addition of Wf Special to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wf Special's value and its price as these two are different measures arrived at by different means. Investors typically determine Wf Special value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wf Special'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.