Scharf Fund Retail Fund Manager Performance Evaluation
| LOGRX Fund | USD 57.63 0.06 0.10% |
The entity has a beta of 0.65, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Scharf Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Scharf Fund is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Scharf Fund Retail are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Scharf Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Narcotic-tracking app developer wins cash at Pitch Elk Grove competition - The Business Journals | 09/24/2024 |
| Expense Ratio Date | 30th of December 2022 | |
| Expense Ratio | 1.1400 |
Scharf |
Scharf Fund Relative Risk vs. Return Landscape
If you would invest 5,480 in Scharf Fund Retail on September 2, 2024 and sell it today you would earn a total of 283.00 from holding Scharf Fund Retail or generate 5.16% return on investment over 90 days. Scharf Fund Retail is currently producing 0.0804% returns and takes up 0.5826% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Scharf, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Scharf Fund Current Valuation
Fairly Valued
Today
Please note that Scharf Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Scharf Fund Retail has a current Real Value of $57.11 per share. The regular price of the fund is $57.63. We determine the value of Scharf Fund Retail from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Scharf Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Scharf Mutual Fund. However, Scharf Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 57.63 | Real 57.11 | Hype 57.62 | Naive 57.99 |
The intrinsic value of Scharf Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Scharf Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Scharf Fund Retail helps investors to forecast how Scharf mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Scharf Fund more accurately as focusing exclusively on Scharf Fund's fundamentals will not take into account other important factors: Scharf Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Scharf Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Scharf Fund Retail, and traders can use it to determine the average amount a Scharf Fund's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.138
| Best Portfolio | Best Equity | |||
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| Cash | LOGRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Scharf Fund is performing at about 10% 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 Fund by adding it to a well-diversified portfolio.
Scharf Fund Fundamentals Growth
Scharf Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Scharf Fund, and Scharf Fund fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Scharf Mutual Fund performance.
| Total Asset | 6.3 M | ||||
About Scharf Fund Performance
Evaluating Scharf Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Scharf Fund has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Scharf Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund primarily invests in 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. It may invest up to 50 percent of its total assets in securities of foreign issuers listed on foreign exchanges , including up to 25 percent of its total assets in issuers in emerging markets.Things to note about Scharf Fund Retail performance evaluation
Checking the ongoing alerts about Scharf Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Scharf Fund Retail help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Scharf Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Scharf Fund's mutual fund performance include:- Analyzing Scharf Fund's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Scharf Fund's stock is overvalued or undervalued compared to its peers.
- Examining Scharf Fund's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Scharf Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Scharf Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Scharf Fund's mutual fund. These opinions can provide insight into Scharf Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Scharf Mutual Fund
Scharf Fund 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 Fund security.
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