Sextant Growth Fund Manager Performance Evaluation
| SGZFX Fund | USD 58.97 0.83 1.43% |
The entity has a beta of -0.006, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sextant Growth are expected to decrease at a much lower rate. During the bear market, Sextant Growth is likely to outperform the market.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Sextant Growth Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Sextant Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.7600 |
Sextant |
Sextant Growth Relative Risk vs. Return Landscape
If you would invest 5,374 in Sextant Growth Fund on September 14, 2024 and sell it today you would earn a total of 523.00 from holding Sextant Growth Fund or generate 9.73% return on investment over 90 days. Sextant Growth Fund is currently producing 0.151% returns and takes up 0.844% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Sextant, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sextant Growth Current Valuation
Overvalued
Today
Please note that Sextant Growth's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sextant Growth has a current Real Value of $54.26 per share. The regular price of the fund is $58.97. We determine the value of Sextant 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 Sextant Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sextant Mutual Fund. However, Sextant Growth'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 58.97 | Real 54.26 | Hype 58.97 |
The intrinsic value of Sextant Growth'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 Sextant Growth'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 Sextant Growth Fund helps investors to forecast how Sextant 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 Sextant Growth more accurately as focusing exclusively on Sextant Growth's fundamentals will not take into account other important factors: Sextant Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sextant Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sextant Growth Fund, and traders can use it to determine the average amount a Sextant Growth'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 = 0.179
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Sextant Growth is performing at about 14% of its full potential. 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 Sextant Growth by adding it to a well-diversified portfolio.
Sextant Growth Fundamentals Growth
Sextant Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sextant Growth, and Sextant Growth 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 Sextant Mutual Fund performance.
| Total Asset | 53.94 M | ||||
About Sextant Growth Performance
Evaluating Sextant Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sextant Growth 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 Sextant Growth 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 seeks long-term capital growth by investing in common stocks of U.S. companies. It diversifies its investments across industries and companies. The fund principally invests in securities of companies with market capitalizations greater than 1 billion.Things to note about Sextant Growth performance evaluation
Checking the ongoing alerts about Sextant Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sextant Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.08% of its assets in cash |
- Analyzing Sextant Growth'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 Sextant Growth's stock is overvalued or undervalued compared to its peers.
- Examining Sextant Growth'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 Sextant Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sextant Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sextant Growth's mutual fund. These opinions can provide insight into Sextant Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sextant Mutual Fund
Sextant Growth financial ratios help investors to determine whether Sextant 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 Sextant with respect to the benefits of owning Sextant Growth security.
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