Scharf Global Opportunity Fund Manager Performance Evaluation
| WRLDX Fund | USD 36.84 0.21 0.57% |
The entity has a beta of -0.18, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Scharf Global are expected to decrease at a much lower rate. During the bear market, Scharf Global is likely to outperform the market.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Scharf Global Opportunity are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Scharf Global 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 | 30th of December 2022 |
Scharf |
Scharf Global Relative Risk vs. Return Landscape
If you would invest 3,536 in Scharf Global Opportunity on December 26, 2024 and sell it today you would earn a total of 148.00 from holding Scharf Global Opportunity or generate 4.19% return on investment over 90 days. Scharf Global Opportunity is currently producing 0.071% returns and takes up 0.7381% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Scharf, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Scharf Global Current Valuation
Overvalued
Today
Please note that Scharf Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Scharf Global Opportunity has a current Real Value of $33.73 per share. The regular price of the fund is $36.84. We determine the value of Scharf Global Opportunity 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 Scharf Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Scharf Mutual Fund. However, Scharf Global'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 36.84 | Real 33.73 | Hype 36.84 | Naive 37.21 |
The intrinsic value of Scharf Global'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 Scharf Global'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 Scharf Global Opportunity helps investors to forecast how Scharf 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 Scharf Global more accurately as focusing exclusively on Scharf Global's fundamentals will not take into account other important factors: Scharf Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Scharf Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Scharf Global Opportunity, and traders can use it to determine the average amount a Scharf Global'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 = 0.0963
| Best Portfolio | Best Equity | |||
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| Cash | WRLDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Scharf Global is performing at about 7% 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 Scharf Global by adding it to a well-diversified portfolio.
Scharf Global Fundamentals Growth
Scharf Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Scharf Global, and Scharf Global 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 Scharf Mutual Fund performance.
| Price To Earning | 17.75 X | ||||
| Price To Book | 2.16 X | ||||
| Price To Sales | 2.00 X | ||||
About Scharf Global Performance
Evaluating Scharf Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Scharf Global 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 Scharf Global 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 primarily invests in U.S. and non-U.S. equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. Under normal circumstances, the fund will invest at least 40 percent of its total assets in non-U.S. securities. During unusual market conditions, the fund will invest at least 30 percent of its total assets in non-U.S. securities.Things to note about Scharf Global Opportunity performance evaluation
Checking the ongoing alerts about Scharf Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Scharf Global Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 96.04% of its net assets in stocks |
- Analyzing Scharf Global'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 Scharf Global's stock is overvalued or undervalued compared to its peers.
- Examining Scharf Global'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 Scharf Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Scharf Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Scharf Global's mutual fund. These opinions can provide insight into Scharf Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Scharf Mutual Fund
Scharf Global financial ratios help investors to determine whether Scharf 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 Scharf with respect to the benefits of owning Scharf Global security.
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