WAX.AX
Price:
$1.155
Market Cap:
$237.46M
WAM Research Limited is a closed-ended equity mutual fund launched and managed by MAM Pty Limited. The fund invests in public equity markets of Australia. It makes its investments in companies primarily engaged in the industrial sector. The fund invests in value and growth stocks of small to medium-cap companies. It benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Accumulation Index. The fund conducts in-house research to make its investments. It was formerly known as Wilson Investment Fund Limited. WAM Research Limited was formed on May 10, 2002 and is domiciled in Australia.[Read more]
Industry
Asset Management
IPO Date
2003-08-19
Stock Exchange
ASX
Ticker
WAX.AX
According to WAM Research Limited’s latest financial reports and current stock price. The company's current ROE is 111.91%. This represents a change of 293.36% compared to the average of 28.45% of the last 4 quarters.
The mean historical ROE of WAM Research Limited over the last ten years is 7.13%. The current 111.91% ROE has changed 1.47% with respect to the historical average. Over the past ten years (40 quarters), WAX.AX's ROE was at its highest in in the June 2023 quarter at 100.38%. The ROE was at its lowest in in the March 2022 quarter at -8.31%.
Average
7.13%
Median
8.83%
Minimum
-10.41%
Maximum
22.19%
Discovering the peaks and valleys of WAM Research Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 78.72%
Maximum Annual ROE = 22.19%
Minimum Annual Increase = -662.98%
Minimum Annual ROE = -10.41%
Year | ROE | Change |
---|---|---|
2024 | 15.13% | 78.72% |
2023 | 8.46% | -181.30% |
2022 | -10.41% | -146.91% |
2021 | 22.19% | -662.98% |
2020 | -3.94% | -642.85% |
2019 | 0.73% | -92.10% |
2018 | 9.19% | 32.42% |
2017 | 6.94% | -44.60% |
2016 | 12.53% | 19.84% |
2015 | 10.45% | -1.81% |
The current ROE of WAM Research Limited (WAX.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
4.39%
5-year avg
6.29%
10-year avg
7.13%
WAM Research Limited’s ROE is less than WAM Capital Limited (12.83%), less than WAM Microcap Limited (10.48%), less than WAM Leaders Limited (73.70%), less than WAM Global Limited (48.57%), less than WAM Active Limited (123.50%),
Company | ROE | Market cap |
---|---|---|
12.83% | $1.78B | |
10.48% | $411.44M | |
73.70% | $1.71B | |
48.57% | $797.91M | |
123.50% | $64.53M |
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What is the 5-year average ROE for WAM Research Limited (WAX.AX)?
How does the current ROE for WAM Research Limited (WAX.AX) compare to its historical average?