Sprucegrove International Equity Fund Manager Performance Evaluation
| SPRNX Fund | USD 70.24 0.65 0.92% |
The entity has a beta of 0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sprucegrove International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sprucegrove International is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Sprucegrove International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Sprucegrove International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreSprucegrove |
Sprucegrove International Relative Risk vs. Return Landscape
If you would invest 7,354 in Sprucegrove International Equity on September 17, 2024 and sell it today you would lose (330.00) from holding Sprucegrove International Equity or give up 4.49% of portfolio value over 90 days. Sprucegrove International Equity is currently producing negative expected returns and takes up 0.7583% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Sprucegrove, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sprucegrove International Current Valuation
Fairly Valued
Today
Please note that Sprucegrove International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sprucegrove International has a current Real Value of $70.64 per share. The regular price of the fund is $70.24. We determine the value of Sprucegrove International 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 Sprucegrove International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sprucegrove Mutual Fund. However, Sprucegrove International'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 70.24 | Real 70.64 | Hype 66.83 |
The intrinsic value of Sprucegrove International'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 Sprucegrove International'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 Sprucegrove International Equity helps investors to forecast how Sprucegrove 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 Sprucegrove International more accurately as focusing exclusively on Sprucegrove International's fundamentals will not take into account other important factors: Sprucegrove International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sprucegrove International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sprucegrove International Equity, and traders can use it to determine the average amount a Sprucegrove International'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 = -0.0908
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SPRNX |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sprucegrove International 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 Sprucegrove International by adding Sprucegrove International to a well-diversified portfolio.
Sprucegrove International Fundamentals Growth
Sprucegrove Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sprucegrove International, and Sprucegrove International 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 Sprucegrove Mutual Fund performance.
| Total Asset | 140.8 M | ||||
About Sprucegrove International Performance
Evaluating Sprucegrove International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sprucegrove International 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 Sprucegrove International 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. Under normal market conditions the fund will invest in securities of issuers tied economically to at least six different countries excluding the United States and substantially all of the funds assets will be invested outside of the United States.Things to note about Sprucegrove International performance evaluation
Checking the ongoing alerts about Sprucegrove International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sprucegrove International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sprucegrove International generated a negative expected return over the last 90 days | |
| The fund maintains about 6.03% of its assets in cash |
- Analyzing Sprucegrove International'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 Sprucegrove International's stock is overvalued or undervalued compared to its peers.
- Examining Sprucegrove International'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 Sprucegrove International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sprucegrove International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sprucegrove International's mutual fund. These opinions can provide insight into Sprucegrove International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sprucegrove Mutual Fund
Sprucegrove International financial ratios help investors to determine whether Sprucegrove 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 Sprucegrove with respect to the benefits of owning Sprucegrove International security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Transaction History View history of all your transactions and understand their impact on performance |