Summit Global Investments Manager Performance
| SCLVXDelisted Fund | USD 11.91 0.00 0.00% |
The entity has a beta of -0.0666, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Summit Global are expected to decrease at a much lower rate. During the bear market, Summit Global is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Summit Global Investments has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Summit Global 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 December 2022 | |
| Expense Ratio | 1.2300 |
Summit |
Summit Global Relative Risk vs. Return Landscape
If you would invest 1,191 in Summit Global Investments on October 25, 2024 and sell it today you would earn a total of 0.00 from holding Summit Global Investments or generate 0.0% return on investment over 90 days. Summit Global Investments is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Summit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Summit Global Current Valuation
Overvalued
Today
Please note that Summit Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Summit Global Investments has a current Real Value of $10.9 per share. The regular price of the fund is $11.91. We determine the value of Summit Global Investments 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 Summit Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Summit Mutual Fund. However, Summit Global'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 11.91 | Real 10.9 | Hype 11.91 | Naive 12.15 |
The intrinsic value of Summit Global'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 Summit Global'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 Summit Global Investments helps investors to forecast how Summit 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 Summit Global more accurately as focusing exclusively on Summit Global's fundamentals will not take into account other important factors: Summit Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Summit Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Summit Global Investments, and traders can use it to determine the average amount a Summit Global'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 = 0.0
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Based on monthly moving average Summit Global 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 Summit Global by adding Summit Global to a well-diversified portfolio.
Summit Global Fundamentals Growth
Summit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Summit Global, and Summit Global 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 Summit Mutual Fund performance.
| Total Asset | 28.68 M | |||
About Summit Global Performance
Evaluating Summit Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Summit Global 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 Summit Global 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 investment seeks to outperform the Russell 2000 Index over a market cycle while reducing overall volatility. Sgi US is traded on NASDAQ Exchange in the United States.Things to note about Summit Global Investments performance evaluation
Checking the ongoing alerts about Summit Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Summit Global Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Summit Global is not yet fully synchronised with the market data | |
| Summit Global has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 98.32% of its assets in stocks |
- Analyzing Summit Global'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 Summit Global's stock is overvalued or undervalued compared to its peers.
- Examining Summit Global'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 Summit Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Summit Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Summit Global's mutual fund. These opinions can provide insight into Summit Global's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Other Consideration for investing in Summit Mutual Fund
If you are still planning to invest in Summit Global Investments check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Summit Global's history and understand the potential risks before investing.
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