Wasatch Select Inst Fund Manager Performance Evaluation
| WGUSX Fund | 15.02 0.03 0.20% |
The entity maintains a market beta of -0.3, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wasatch Select are expected to decrease at a much lower rate. During the bear market, Wasatch Select is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Select Inst are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Wasatch Select may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...moreWasatch |
Wasatch Select Relative Risk vs. Return Landscape
If you would invest 1,348 in Wasatch Select Inst on April 23, 2025 and sell it today you would earn a total of 154.00 from holding Wasatch Select Inst or generate 11.42% return on investment over 90 days. Wasatch Select Inst is currently producing 0.1842% returns and takes up 1.1749% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Wasatch, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Select Current Valuation
Overvalued
Today
Please note that Wasatch Select's price fluctuation is very steady at this time. Wasatch Select Inst maintains a prevalent Real Value of USD13.69 per share. The last-minute price of the fund is USD15.02. Our model calculates the value of Wasatch Select Inst from examining the fund technical indicators and probability of bankruptcy. In general, investors encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wasatch Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Select'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 15.02 | Real 13.69 | Hype 15.02 | Naive 14.71 |
The intrinsic value of Wasatch Select'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 Wasatch Select'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 Wasatch Select Inst helps investors to forecast how Wasatch 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 Wasatch Select more accurately as focusing exclusively on Wasatch Select's fundamentals will not take into account other important factors: Wasatch Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Select Inst, and traders can use it to determine the average amount a Wasatch Select'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 = 0.1568
| Best Portfolio | Best Equity | |||
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| Small Returns | WGUSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Wasatch Select is performing at about 12% 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 Wasatch Select by adding it to a well-diversified portfolio.
About Wasatch Select Performance
Evaluating Wasatch Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Select has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wasatch Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of the funds net assets in equity securities of companies of all market capitalizations that are tied economically to the U.S. Equity securities include common stock. It may invest up to 20 percent of its total assets at the time of purchase in the equity securities of foreign companies . The fund is non-diversified.Things to note about Wasatch Select Inst performance evaluation
Checking the ongoing alerts about Wasatch Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Select Inst help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps all of the net assets in exotic instruments |
- Analyzing Wasatch Select'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 Wasatch Select's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Select'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 Wasatch Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Select's mutual fund. These opinions can provide insight into Wasatch Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Select financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Select security.
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