Qs Moderate Growth Fund Manager Performance Evaluation
| SCGRX Fund | USD 17.17 0.17 1.00% |
The fund owns a Beta (Systematic Risk) of 0.33, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Qs Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Qs Moderate is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Qs Moderate Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Qs Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of May 2023 | |
| Expense Ratio | 1.1200 |
SCGRX |
Qs Moderate Relative Risk vs. Return Landscape
If you would invest 1,725 in Qs Moderate Growth on October 24, 2024 and sell it today you would lose (8.00) from holding Qs Moderate Growth or give up 0.46% of portfolio value over 90 days. Qs Moderate Growth is currently producing negative expected returns and takes up 0.8309% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than SCGRX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Qs Moderate Current Valuation
Undervalued
Today
Please note that Qs Moderate's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Qs Moderate Growth latest Real Value cannot be determined due to lack of data. The recent price of Qs Moderate Growth is $17.17. We determine the value of Qs Moderate Growth from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will converge.
Since Qs Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SCGRX Mutual Fund. However, Qs Moderate'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 17.17 | Real 0.0 | Hype 0.0 | Naive 17.55 |
The intrinsic value of Qs Moderate'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 Qs Moderate'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 Qs Moderate Growth helps investors to forecast how SCGRX 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 Qs Moderate more accurately as focusing exclusively on Qs Moderate's fundamentals will not take into account other important factors: Qs Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Qs Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Qs Moderate Growth, and traders can use it to determine the average amount a Qs Moderate'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 = -0.0052
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCGRX |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Qs Moderate 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 Qs Moderate by adding Qs Moderate to a well-diversified portfolio.
Qs Moderate Fundamentals Growth
SCGRX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Qs Moderate, and Qs Moderate 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 SCGRX Mutual Fund performance.
| Price To Earning | 16.15 X | |||
| Price To Book | 1.94 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 452.51 M | |||
About Qs Moderate Performance
Evaluating Qs Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Qs Moderate 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 Qs Moderate 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 a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . Qs Moderate is traded on NASDAQ Exchange in the United States.Things to note about Qs Moderate Growth performance evaluation
Checking the ongoing alerts about Qs Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Qs Moderate Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Qs Moderate Growth generated a negative expected return over the last 90 days |
- Analyzing Qs Moderate'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 Qs Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Qs Moderate'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 Qs Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Qs Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Qs Moderate's mutual fund. These opinions can provide insight into Qs Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SCGRX Mutual Fund
Qs Moderate financial ratios help investors to determine whether SCGRX 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 SCGRX with respect to the benefits of owning Qs Moderate security.
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