Smead Funds Financials
| SVXFX Fund | USD 60.20 0.35 0.58% |
Smead |
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.
Specialization | Foreign Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Smead Funds |
| Mutual Fund Category | Foreign Large Value |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Smead Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smead Funds's current stock value. Our valuation model uses many indicators to compare Smead Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smead Funds competition to find correlations between indicators driving Smead Funds's intrinsic value. More Info.Smead Funds Trust is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 4,407,877,571 of Net Asset per Annual Yield. 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 Smead Funds' earnings, one of the primary drivers of an investment's value.Smead Funds Trust Systematic Risk
Smead Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Smead Funds 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 Smead Funds Trust correlated with the market. If Beta is less than 0 Smead Funds generally moves in the opposite direction as compared to the market. If Smead Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Smead Funds Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Smead Funds is generally in the same direction as the market. If Beta > 1 Smead Funds moves generally in the same direction as, but more than the movement of the benchmark.
Smead Funds March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Smead Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Smead Funds Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Smead Funds Trust based on widely used predictive technical indicators. In general, we focus on analyzing Smead Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Smead Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.0 | |||
| Information Ratio | 0.2686 | |||
| Maximum Drawdown | 5.69 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.98 |
Other Information on Investing in Smead Mutual Fund
Smead Funds financial ratios help investors to determine whether Smead 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 Smead with respect to the benefits of owning Smead Funds security.
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