Snow Capital Small Fund Manager Performance Evaluation
| SNWAX Fund | USD 58.36 0.45 0.77% |
The entity has a beta of 1.63, 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, Snow Capital will likely underperform.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Snow Capital Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Snow Capital 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 | 28th of June 2021 | |
| Expense Ratio | 1.5000 |
Snow |
Snow Capital Relative Risk vs. Return Landscape
If you would invest 6,000 in Snow Capital Small on September 23, 2024 and sell it today you would lose (164.00) from holding Snow Capital Small or give up 2.73% of portfolio value over 90 days. Snow Capital Small is currently producing negative expected returns and takes up 1.4894% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Snow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Snow Capital Current Valuation
Fairly Valued
Today
Please note that Snow Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Snow Capital Small has a current Real Value of $59.78 per share. The regular price of the fund is $58.36. We determine the value of Snow Capital Small 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 Snow Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Snow Mutual Fund. However, Snow Capital'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 58.36 | Real 59.78 | Hype 58.94 | Naive 56.18 |
The intrinsic value of Snow Capital'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 Snow Capital'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 Snow Capital Small helps investors to forecast how Snow 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 Snow Capital more accurately as focusing exclusively on Snow Capital's fundamentals will not take into account other important factors: Snow Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Snow Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Snow Capital Small, and traders can use it to determine the average amount a Snow Capital'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 = -0.0214
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SNWAX |
Estimated Market Risk
| 1.49 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Snow Capital 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 Snow Capital by adding Snow Capital to a well-diversified portfolio.
Snow Capital Fundamentals Growth
Snow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Snow Capital, and Snow Capital 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 Snow Mutual Fund performance.
| Price To Earning | 15.06 X | ||||
| Price To Book | 1.06 X | ||||
| Price To Sales | 0.49 X | ||||
| Total Asset | 9.72 M | ||||
About Snow Capital Performance
Evaluating Snow Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Snow Capital 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 Snow Capital 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 at least 80 percent of its net assets, at cost, in equity securities of companies with market capitalizations in the range of the Russell 2000 Value Index . Its investments in equity securities may include common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds that invest in equity securities of small-cap companies. In addition to equity securities, the fund may also invest up to 15 percent of its net assets in U.S. government or U.S. agency obligations.Things to note about Snow Capital Small performance evaluation
Checking the ongoing alerts about Snow Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Snow Capital Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Snow Capital Small generated a negative expected return over the last 90 days | |
| The fund maintains 99.38% of its assets in stocks |
- Analyzing Snow Capital'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 Snow Capital's stock is overvalued or undervalued compared to its peers.
- Examining Snow Capital'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 Snow Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Snow Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Snow Capital's mutual fund. These opinions can provide insight into Snow Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Snow Mutual Fund
Snow Capital financial ratios help investors to determine whether Snow 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 Snow with respect to the benefits of owning Snow Capital security.
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