Sa Worldwide Financials
| SAWMX Fund | USD 12.50 0.05 0.40% |
SAWMX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sa Worldwide Fund Summary
Sa Worldwide competes with Columbia Small, Royce Opportunity, American Century, Hennessy Cornerstone, and Vanguard Small-cap. The fund adviser currently expects to invests approximately 70 percent of its assets in equity investments and approximately 30 percent of its assets in fixed income investments as represented by the holdings of the underlying SA funds in which the fund invests. Actual allocations to fixed income investments or equity investments can deviate by up to 10. It will normally invest at least 25 percent of its total assets in equity and fixed income investments issued by foreign companies and governments.Specialization | World Allocation, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | SA Funds Investment |
| Mutual Fund Family | SA Funds |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 366 7266 |
| Currency | USD - US Dollar |
Sa Worldwide Key Financial Ratios
SAWMX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sa Worldwide's current stock value. Our valuation model uses many indicators to compare Sa Worldwide value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sa Worldwide competition to find correlations between indicators driving Sa Worldwide's intrinsic value. More Info.Sa Worldwide Moderate is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 821.47 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sa Worldwide's earnings, one of the primary drivers of an investment's value.Sa Worldwide Moderate Systematic Risk
Sa Worldwide's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sa Worldwide volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Sa Worldwide Moderate correlated with the market. If Beta is less than 0 Sa Worldwide generally moves in the opposite direction as compared to the market. If Sa Worldwide Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sa Worldwide Moderate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sa Worldwide is generally in the same direction as the market. If Beta > 1 Sa Worldwide moves generally in the same direction as, but more than the movement of the benchmark.
Sa Worldwide December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sa Worldwide help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sa Worldwide Moderate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sa Worldwide Moderate based on widely used predictive technical indicators. In general, we focus on analyzing SAWMX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sa Worldwide's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4219 | |||
| Information Ratio | (0.21) | |||
| Maximum Drawdown | 1.8 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 0.67 |
Other Information on Investing in SAWMX Mutual Fund
Sa Worldwide financial ratios help investors to determine whether SAWMX 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 SAWMX with respect to the benefits of owning Sa Worldwide security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |