Scharf Balanced Financials
| LOGOX Fund | USD 36.45 0.09 0.25% |
Scharf |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Scharf Balanced Fund Summary
Scharf Balanced competes with Blackrock Health, Alphacentric Lifesci, Baillie Gifford, The Hartford, and Alphacentric Lifesci. The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50 percent and 75 percent of its total assets to equity securities. Under normal market conditions, the fund allocates between 25 percent and 50 percent of its total assets to fixed-income securities.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Series Trust |
| Mutual Fund Family | Scharf Investments |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 866 572 4273 |
| Currency | USD - US Dollar |
Scharf Balanced Key Financial Ratios
Scharf Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Scharf Balanced's current stock value. Our valuation model uses many indicators to compare Scharf Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Scharf Balanced competition to find correlations between indicators driving Scharf Balanced's intrinsic value. More Info.Scharf Balanced Opportunity is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Scharf Balanced Opportunity is roughly 8.25 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Scharf Balanced's earnings, one of the primary drivers of an investment's value.Scharf Balanced Oppo Systematic Risk
Scharf Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Scharf Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Scharf Balanced Oppo correlated with the market. If Beta is less than 0 Scharf Balanced generally moves in the opposite direction as compared to the market. If Scharf Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Scharf Balanced Oppo is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Scharf Balanced is generally in the same direction as the market. If Beta > 1 Scharf Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Scharf Balanced March 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Scharf Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Scharf Balanced Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Scharf Balanced Opportunity based on widely used predictive technical indicators. In general, we focus on analyzing Scharf Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Scharf Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5964 | |||
| Information Ratio | 0.069 | |||
| Maximum Drawdown | 2.01 | |||
| Value At Risk | (1.00) | |||
| Potential Upside | 0.823 |
Other Information on Investing in Scharf Mutual Fund
Scharf Balanced financial ratios help investors to determine whether Scharf 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 Scharf with respect to the benefits of owning Scharf Balanced security.
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