- ISIN
- VGG9548D1042
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Apr 1, 2025
Highlights
- Market Cap
- $130.65M
- Enterprise Value
- $127.27M
- Year Range
- $2.28 - $7.22
Share Price Chart
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Performance
WTF Performance Chart
Waton Financial Ltd (WTF) is down 17.9% since the beginning of the year. At $3 per share, WTF is trading 62.5% below its 52-week high of $7.
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Returns By Period
Waton Financial Ltd (WTF) has returned -17.88% so far this year and -54.83% over the past 12 months.
Waton Financial Ltd
- 1D
- -2.17%
- 1M
- -13.42%
- YTD
- -17.88%
- 6M
- -17.38%
- 1Y
- -54.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WTF Monthly Returns History
Based on dividend-adjusted daily data since Apr 1, 2025, WTF's average daily return is +0.88%, while the average monthly return is 0.00%.
Historically, 47% of months were positive and 53% were negative. The best month was Feb 2026 with a return of +49.9%, while the worst month was Nov 2025 at -36.7%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.
On a daily basis, WTF closed higher 45% of trading days. The best single day was Apr 1, 2025 with a return of +362.7%, while the worst single day was Apr 2, 2025 at -64.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.67% | 49.93% | -33.60% | 12.28% | -21.60% | -7.82% | -17.88% | ||||||
| 2025 | 46.85% | 4.76% | -9.55% | -21.94% | 4.51% | 26.69% | -15.56% | -36.66% | -0.00% | -23.08% |
Benchmark Metrics
Waton Financial Ltd has an annualized alpha of 598.52%, beta of 1.08, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 01, 2025.
- This stock tended to rise when S&P 500 Index fell (downside capture of -576.64%), but participation in market rallies was also limited (-106.91%) - a profile typical of counter-cyclical assets.
- R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 598.52%
- Beta
- 1.08
- R²
- 0.00
- Upside Capture
- -106.91%
- Downside Capture
- -576.64%
Return for Risk
Risk / Return Rank
WTF ranks 17 for risk / return — in the bottom 17% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Waton Financial Ltd (WTF) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTF | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -3.14 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.37 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 2.78 | -3.63 |
| Martin ratioReturn relative to average drawdown | -1.33 | 12.44 | -13.77 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Waton Financial Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Waton Financial Ltd was 87.56%, occurring on Jun 16, 2026. The portfolio has not yet recovered.
The current Waton Financial Ltd drawdown is 86.35%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -87.56%Jun 2026 | 1y 2mo | — | 1y 2moApr 2025 - now |
Drawdown Indicators
| WTF | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.56% | -56.78% | -30.78% |
Max Drawdown (1Y)Largest decline over 1 year | -65.21% | -9.10% | -56.11% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -86.35% | -1.80% | -84.55% |
Average DrawdownAverage peak-to-trough decline | -76.20% | -10.71% | -65.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 41.11% | 2.03% | +39.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Waton Financial Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Waton Financial Ltd is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WTF in comparison with other companies in the Asset Management industry. Currently, WTF has a P/B value of 36.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Other Non-Operating Income (Expenses) | — |
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Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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