Scharf Global Financials
| WRLDX Fund | USD 38.20 0.15 0.39% |
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 Global Fund Summary
Scharf Global competes with Blackrock Inflation, T Rowe, The Hartford, Ab Bond, and Fidelity Sai. The fund primarily invests in U.S. and non-U.S. equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. Under normal circumstances, the fund will invest at least 40 percent of its total assets in non-U.S. securities. During unusual market conditions, the fund will invest at least 30 percent of its total assets in non-U.S. securities.Specialization | World Large-Stock Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Series Trust |
| Mutual Fund Family | Scharf Investments |
| Mutual Fund Category | World Large-Stock Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 572 4273 |
| Currency | USD - US Dollar |
Scharf Global Key Financial Ratios
Scharf Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Scharf Global's current stock value. Our valuation model uses many indicators to compare Scharf Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Scharf Global competition to find correlations between indicators driving Scharf Global's intrinsic value. More Info.Scharf Global Opportunity is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as 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 Global Opportunity is roughly 8.22 . 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 Global's earnings, one of the primary drivers of an investment's value.Scharf Global Opportunity Systematic Risk
Scharf Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Scharf Global 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Scharf Global Opportunity correlated with the market. If Beta is less than 0 Scharf Global generally moves in the opposite direction as compared to the market. If Scharf Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Scharf Global Opportunity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Scharf Global is generally in the same direction as the market. If Beta > 1 Scharf Global moves generally in the same direction as, but more than the movement of the benchmark.
Scharf Global Thematic Clasifications
Scharf Global Opportunity is part of several thematic ideas from Commodities Funds to World Allocation Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasScharf Global Opportunity is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Value category is currently estimated at about 7.31 Billion. Scharf Global adds roughly 26.32 Million in net asset claiming only tiny portion of World Large-Stock Value category.Scharf Global November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Scharf Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Scharf Global Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Scharf Global 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 Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5372 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 2.75 | |||
| Value At Risk | (0.97) | |||
| Potential Upside | 0.9237 |
Other Information on Investing in Scharf Mutual Fund
Scharf Global 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 Global security.
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