Scharf Balanced Opportunity Fund Price on November 26, 2024
| LOGBX Fund | USD 38.47 0.06 0.16% |
Below is the normalized historical share price chart for Scharf Balanced Opportunity extending back to January 22, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Scharf Balanced stands at 38.47, as last reported on the 29th of November, with the highest price reaching 38.47 and the lowest price hitting 38.47 during the day.
If you're considering investing in Scharf Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Scharf Mutual Fund to be very steady. Scharf Balanced Oppo owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.15, which indicates the fund had a 0.15% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Scharf Balanced Opportunity, which you can use to evaluate the volatility of the fund. Please validate Scharf Balanced's Coefficient Of Variation of 717.04, semi deviation of 0.2497, and Risk Adjusted Performance of 0.0988 to confirm if the risk estimate we provide is consistent with the expected return of 0.0627%.
Scharf Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Scharf |
Sharpe Ratio = 0.1479
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | LOGBX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Scharf Balanced is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Scharf Balanced by adding it to a well-diversified portfolio.
Scharf Balanced Valuation on November 26, 2024
It is possible to determine the worth of Scharf Balanced on a given historical date. On November 26, 2024 Scharf was worth 38.41 at the beginning of the trading date compared to the closed value of 38.41. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Scharf Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Scharf Balanced's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Scharf Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Scharf Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 38.39 | 38.39 | 38.39 | 38.39 | 1.00 | |
11/26/2024 | 38.41 | 38.41 | 38.41 | 38.41 | 1.00 |
| 38.47 | 38.47 | 38.47 | 38.47 | 1.00 |
| Backtest Scharf Balanced | | | Scharf Balanced History | | | Scharf Balanced Valuation | Previous | Next |
Scharf Balanced Trading Date Momentum on November 26, 2024
| On November 27 2024 Scharf Balanced Opportunity was traded for 38.47 at the closing time. The highest daily price throughout the period was 38.47 and the lowest price was 38.47 . There was no trading activity during the period 1.0. Lack of trading volume on 11/27/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.16% . The trading price change to current closing price is 0.16% . |
Scharf Balanced Oppo Fundamentals Correlations and Trends
By evaluating Scharf Balanced's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Scharf Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Scharf financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Scharf Balanced Mutual Fund history
Scharf Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Scharf is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Scharf Balanced Oppo will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Scharf Balanced stock prices may prove useful in developing a viable investing in Scharf Balanced
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.
Scharf Balanced Mutual Fund Technical Analysis
Scharf Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Scharf Balanced Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Scharf Balanced Opportunity cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Scharf Balanced November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Scharf Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Scharf Balanced shares will generate the highest return on investment. By undertsting and applying Scharf Balanced mutual fund market strength indicators, traders can identify Scharf Balanced Opportunity entry and exit signals to maximize returns
Scharf Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Scharf Balanced's price direction in advance. Along with the technical and fundamental analysis of Scharf Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Scharf to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0988 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.18) | |||
| Treynor Ratio | 0.108 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Commodity Directory Find actively traded commodities issued by global exchanges |