Sa Mkt Fd Fund Manager Performance Evaluation
| SAMKX Fund | USD 34.52 0.38 1.09% |
The entity owns a Beta (Systematic Risk) of 0.82, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sa Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Sa Us is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sa Mkt Fd has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking signals, Sa Us is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Sa Us Relative Risk vs. Return Landscape
If you would invest 3,597 in Sa Mkt Fd on December 19, 2024 and sell it today you would lose (145.00) from holding Sa Mkt Fd or give up 4.03% of portfolio value over 90 days. Sa Mkt Fd is currently producing negative expected returns and takes up 0.9725% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than SAMKX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sa Us Current Valuation
Fairly Valued
Today
Please note that Sa Us' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sa Mkt Fd owns a latest Real Value of $34.85 per share. The recent price of the fund is $34.52. We determine the value of Sa Mkt Fd from examining 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, in the future, mutual fund prices and their ongoing real values will merge together.
Since Sa Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAMKX Mutual Fund. However, Sa Us' 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 34.52 | Real 34.85 | Hype 34.52 | Naive 34.57 |
The intrinsic value of Sa Us' 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 Sa Us' 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 Sa Mkt Fd helps investors to forecast how SAMKX 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 Sa Us more accurately as focusing exclusively on Sa Us' fundamentals will not take into account other important factors: Sa Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa Mkt Fd, and traders can use it to determine the average amount a Sa Us' 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 = -0.0669
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAMKX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sa Us is not performing at its full potential. However, 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 Sa Us by adding Sa Us to a well-diversified portfolio.
Sa Us Fundamentals Growth
SAMKX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sa Us, and Sa Us 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 SAMKX Mutual Fund performance.
| Price To Earning | 18.90 X | ||||
| Price To Book | 3.16 X | ||||
| Price To Sales | 1.60 X | ||||
| Total Asset | 551.96 M | ||||
About Sa Us Performance
Evaluating Sa Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sa Us 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 Sa Us 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 is designed to purchase a broad and diverse group of readily marketable equity securities listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It will invest at least 80 percent of its net assets in U.S. securities. The fund may also invest up to 5 percent of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company.Things to note about Sa Mkt Fd performance evaluation
Checking the ongoing alerts about Sa Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sa Mkt Fd help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sa Mkt Fd generated a negative expected return over the last 90 days | |
| The fund maintains 99.58% of its assets in stocks |
- Analyzing Sa Us' 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 Sa Us' stock is overvalued or undervalued compared to its peers.
- Examining Sa Us' 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 Sa Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sa Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sa Us' mutual fund. These opinions can provide insight into Sa Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SAMKX Mutual Fund
Sa Us financial ratios help investors to determine whether SAMKX 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 SAMKX with respect to the benefits of owning Sa Us security.
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