Sa Small Company Fund Manager Performance Evaluation
| SAUMX Fund | USD 27.56 0.17 0.61% |
The entity owns a Beta (Systematic Risk) of 0.9, which indicates possible diversification benefits within a given portfolio. Sa Small returns are very sensitive to returns on the market. As the market goes up or down, Sa Small is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sa Small Company has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's primary indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreSAUMX |
Sa Small Relative Risk vs. Return Landscape
If you would invest 2,949 in Sa Small Company on December 21, 2024 and sell it today you would lose (193.00) from holding Sa Small Company or give up 6.54% of portfolio value over 90 days. Sa Small Company is currently producing negative expected returns and takes up 1.0285% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than SAUMX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sa Small Current Valuation
Fairly Valued
Today
Please note that Sa Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sa Small owns a latest Real Value of $28.0 per share. The recent price of the fund is $27.56. We determine the value of Sa Small 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAUMX Mutual Fund. However, Sa Small'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 27.56 | Real 28.0 | Hype 27.73 | Naive 28.25 |
The intrinsic value of Sa Small'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 Sa Small'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 Sa Small Company helps investors to forecast how SAUMX 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 Small more accurately as focusing exclusively on Sa Small's fundamentals will not take into account other important factors: Sa Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa Small Company, and traders can use it to determine the average amount a Sa Small'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 = -0.1046
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAUMX |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sa Small 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 Small by adding Sa Small to a well-diversified portfolio.
Sa Small Fundamentals Growth
SAUMX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sa Small, and Sa Small 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 SAUMX Mutual Fund performance.
| Price To Earning | 20.86 X | ||||
| Price To Book | 2.02 X | ||||
| Price To Sales | 1.00 X | ||||
| Total Asset | 279.43 M | ||||
About Sa Small Performance
Evaluating Sa Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sa Small 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 Small 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 pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of small cap companies listed on a securities exchange in the United States that is deemed appropriate by Dimensional Fund Advisors LP . Sa US is traded on NASDAQ Exchange in the United States.Things to note about Sa Small performance evaluation
Checking the ongoing alerts about Sa Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sa Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sa Small generated a negative expected return over the last 90 days | |
| The fund maintains 99.6% of its assets in stocks |
- Analyzing Sa Small'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 Sa Small's stock is overvalued or undervalued compared to its peers.
- Examining Sa Small'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 Sa Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sa Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sa Small's mutual fund. These opinions can provide insight into Sa Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SAUMX Mutual Fund
Sa Small financial ratios help investors to determine whether SAUMX 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 SAUMX with respect to the benefits of owning Sa Small security.
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