Simt Tax Managed Managed Fund Manager Performance Evaluation
| STVYX Fund | USD 22.01 0.06 0.27% |
The entity has a beta of 0.59, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Simt Tax-managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Tax-managed is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Tax Managed Managed are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Simt Tax-managed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6600 |
Simt |
Simt Tax-managed Relative Risk vs. Return Landscape
If you would invest 2,114 in Simt Tax Managed Managed on September 3, 2024 and sell it today you would earn a total of 87.00 from holding Simt Tax Managed Managed or generate 4.12% return on investment over 90 days. Simt Tax Managed Managed is currently producing 0.0645% returns and takes up 0.5455% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Simt, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Tax-managed Current Valuation
Fairly Valued
Today
Please note that Simt Tax-managed's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Simt Tax Managed has a current Real Value of $21.86 per share. The regular price of the fund is $22.01. We determine the value of Simt Tax Managed 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 Simt Tax-managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Tax-managed'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 22.01 | Real 21.86 | Hype 22.01 | Naive 22.16 |
The intrinsic value of Simt Tax-managed'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 Simt Tax-managed'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 Simt Tax Managed Managed helps investors to forecast how Simt 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 Simt Tax-managed more accurately as focusing exclusively on Simt Tax-managed's fundamentals will not take into account other important factors: Simt Tax-managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Tax-managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Tax Managed Managed, and traders can use it to determine the average amount a Simt Tax-managed'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 = 0.1182
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | STVYX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Simt Tax-managed is performing at about 9% 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 Simt Tax-managed by adding it to a well-diversified portfolio.
Simt Tax-managed Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Tax-managed, and Simt Tax-managed 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 Simt Mutual Fund performance.
| Total Asset | 866.66 M | |||
About Simt Tax-managed Performance
Evaluating Simt Tax-managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Tax-managed 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 Simt Tax-managed 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.
The fund will invest at least 80 percent of its net assets in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts , real estate investment trusts and securities of non-U.S. companies.Things to note about Simt Tax Managed performance evaluation
Checking the ongoing alerts about Simt Tax-managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Tax Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Simt Tax-managed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Tax-managed's mutual fund performance include:- Analyzing Simt Tax-managed'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 Simt Tax-managed's stock is overvalued or undervalued compared to its peers.
- Examining Simt Tax-managed'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 Simt Tax-managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Tax-managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Tax-managed's mutual fund. These opinions can provide insight into Simt Tax-managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Tax-managed financial ratios help investors to determine whether Simt 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 Simt with respect to the benefits of owning Simt Tax-managed security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |