Simt Large Cap Fund Manager Performance Evaluation
| SELCX Fund | USD 42.22 1.03 2.38% |
The entity has a beta of 1.8, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Simt Large will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Simt Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 0.8900 |
Simt |
Simt Large Relative Risk vs. Return Landscape
If you would invest 5,236 in Simt Large Cap on November 29, 2024 and sell it today you would lose (911.00) from holding Simt Large Cap or give up 17.4% of portfolio value over 90 days. Simt Large Cap is currently producing negative expected returns and takes up 2.4974% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Simt, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Large Current Valuation
Undervalued
Today
Please note that Simt Large's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Simt Large Cap has a current Real Value of $44.53 per share. The regular price of the fund is $42.22. We determine the value of Simt Large Cap 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 Simt Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Large'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 42.22 | Real 44.53 | Hype 43.25 | Naive 44.28 |
The intrinsic value of Simt Large'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 Simt Large'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 Simt Large Cap helps investors to forecast how Simt 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 Simt Large more accurately as focusing exclusively on Simt Large's fundamentals will not take into account other important factors: Simt Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Large Cap, and traders can use it to determine the average amount a Simt Large'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 = -0.1159
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SELCX |
Estimated Market Risk
| 2.5 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Simt Large 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 Simt Large by adding Simt Large to a well-diversified portfolio.
Simt Large Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Large, and Simt Large 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 Simt Mutual Fund performance.
| Price To Earning | 24.39 X | ||||
| Price To Book | 3.63 X | ||||
| Price To Sales | 2.79 X | ||||
| Total Asset | 1.26 B | ||||
About Simt Large Performance
Evaluating Simt Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Large 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 Simt Large 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large companies. It will primarily seek to purchase securities believed to have attractive growth and appreciation potential. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Growth Index at the time of purchase.Things to note about Simt Large Cap performance evaluation
Checking the ongoing alerts about Simt Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Simt Large Cap generated a negative expected return over the last 90 days | |
| The fund maintains 98.13% of its assets in stocks |
- Analyzing Simt Large'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 Simt Large's stock is overvalued or undervalued compared to its peers.
- Examining Simt Large'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 Simt Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Large's mutual fund. These opinions can provide insight into Simt Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Large financial ratios help investors to determine whether Simt 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 Simt with respect to the benefits of owning Simt Large security.
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