Sgi Peak Growth Fund Manager Performance Evaluation
| SGPKX Fund | USD 11.46 0.08 0.70% |
The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sgi Peak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sgi Peak is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Sgi Peak Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward-looking signals remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Sgi Peak Relative Risk vs. Return Landscape
If you would invest 1,254 in Sgi Peak Growth on October 8, 2024 and sell it today you would lose (108.00) from holding Sgi Peak Growth or give up 8.61% of portfolio value over 90 days. Sgi Peak Growth is currently producing negative expected returns and takes up 1.3172% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Sgi, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sgi Peak Current Valuation
Fairly Valued
Today
Please note that Sgi Peak's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Sgi Peak Growth has a current Real Value of $11.65 per share. The regular price of the fund is $11.46. We determine the value of Sgi Peak Growth 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 Sgi Peak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sgi Mutual Fund. However, Sgi Peak'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 11.46 | Real 11.65 | Hype 11.46 |
The intrinsic value of Sgi Peak'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 Sgi Peak'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 Sgi Peak Growth helps investors to forecast how Sgi 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 Sgi Peak more accurately as focusing exclusively on Sgi Peak's fundamentals will not take into account other important factors: Sgi Peak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sgi Peak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sgi Peak Growth, and traders can use it to determine the average amount a Sgi Peak'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 = -0.1034
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| Negative Returns | SGPKX |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.14 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 Sgi Peak 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 Sgi Peak by adding Sgi Peak to a well-diversified portfolio.
Sgi Peak Fundamentals Growth
Sgi Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sgi Peak, and Sgi Peak 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 Sgi Mutual Fund performance.
| Total Asset | 13.18 M | ||||
About Sgi Peak Performance
Evaluating Sgi Peak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sgi Peak 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 Sgi Peak 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 invests in securities of affiliated and unaffiliated open-end mutual funds and ETFs. It may allocate assets across six categories of underlying funds domestic equities, foreign equities, domestic investment-grade bonds, domestic high yield bonds, foreign investment-grade and high yield bonds, and money market funds. The advisor may focus the funds investments in a particular industry or sector for the purpose of capitalizing on performance momentum in that industry or sector due to significant changes in market conditions or geopolitical conditions.Things to note about Sgi Peak Growth performance evaluation
Checking the ongoing alerts about Sgi Peak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sgi Peak Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sgi Peak Growth generated a negative expected return over the last 90 days | |
| The fund maintains 94.04% of its assets in stocks |
- Analyzing Sgi Peak'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 Sgi Peak's stock is overvalued or undervalued compared to its peers.
- Examining Sgi Peak'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 Sgi Peak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sgi Peak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sgi Peak's mutual fund. These opinions can provide insight into Sgi Peak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sgi Mutual Fund
Sgi Peak financial ratios help investors to determine whether Sgi 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 Sgi with respect to the benefits of owning Sgi Peak security.
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