Spectrum International Fund Manager Performance Evaluation
| PSILX Fund | USD 15.47 0.05 0.32% |
The entity has a beta of -0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Spectrum International are expected to decrease at a much lower rate. During the bear market, Spectrum International is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Spectrum International Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Spectrum International may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more| Expense Ratio Date | 1st of May 2023 |
Spectrum |
Spectrum International Relative Risk vs. Return Landscape
If you would invest 1,425 in Spectrum International Fund on December 26, 2024 and sell it today you would earn a total of 117.00 from holding Spectrum International Fund or generate 8.21% return on investment over 90 days. Spectrum International Fund is currently producing 0.1351% returns and takes up 0.8423% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Spectrum, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Spectrum International Current Valuation
Overvalued
Today
Please note that Spectrum International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Spectrum International has a current Real Value of $13.97 per share. The regular price of the fund is $15.47. We determine the value of Spectrum International 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 Spectrum International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Spectrum Mutual Fund. However, Spectrum International'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 15.47 | Real 13.97 | Hype 15.42 | Naive 15.49 |
The intrinsic value of Spectrum International'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 Spectrum International'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 Spectrum International Fund helps investors to forecast how Spectrum 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 Spectrum International more accurately as focusing exclusively on Spectrum International's fundamentals will not take into account other important factors: Spectrum International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Spectrum International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Spectrum International Fund, and traders can use it to determine the average amount a Spectrum International'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 = 0.1604
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PSILX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Spectrum International is performing at about 12% 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 Spectrum International by adding it to a well-diversified portfolio.
Spectrum International Fundamentals Growth
Spectrum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Spectrum International, and Spectrum International 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 Spectrum Mutual Fund performance.
| Price To Earning | 15.56 X | ||||
| Price To Book | 1.64 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 659.84 M | ||||
About Spectrum International Performance
Evaluating Spectrum International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Spectrum International 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 Spectrum International 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 normally invests at least 80 percent of its net assets in equity securities. Any derivatives that provide exposure to the investment focus suggested by the funds name, or to one or more market risk factors associated with the investment focus suggested by the funds name, are counted toward compliance with the funds 80 percent investment policy.Things to note about Spectrum International performance evaluation
Checking the ongoing alerts about Spectrum International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Spectrum International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Spectrum International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Spectrum International's mutual fund performance include:- Analyzing Spectrum International'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 Spectrum International's stock is overvalued or undervalued compared to its peers.
- Examining Spectrum International'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 Spectrum International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Spectrum International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Spectrum International's mutual fund. These opinions can provide insight into Spectrum International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Spectrum Mutual Fund
Spectrum International financial ratios help investors to determine whether Spectrum 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 Spectrum with respect to the benefits of owning Spectrum International security.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| 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 | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |