Smi Conservative Financials
| SMILX Fund | USD 11.33 0.10 0.89% |
Smi |
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.
Smi Conservative Fund Summary
Smi Conservative competes with Nasdaq 100, Pnc Emerging, Eagle Mlp, Angel Oak, and Shelton Emerging. The fund primarily invests in open-end equity mutual funds, ETFs and publicly traded partnerships using its Stock Upgrading strategy. Generally, underlying funds with the highest momentum scores are chosen. The underlying funds that do not have the highest momentum scores may not outperform and could, in fact, lose money. These underlying funds may, in turn, invest in a broad range of equity securities, including foreign securities and securities of issuers located in emerging markets.Specialization | Allocation--70% to 85% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Valued Advisers Trust |
| Mutual Fund Family | SMI Funds |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 764 3863 |
| Currency | USD - US Dollar |
Smi Conservative Key Financial Ratios
Smi Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smi Conservative's current stock value. Our valuation model uses many indicators to compare Smi Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smi Conservative competition to find correlations between indicators driving Smi Conservative's intrinsic value. More Info.Smi Servative Allocation is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Smi Servative Allocation is roughly 7.14 . 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 Smi Conservative's earnings, one of the primary drivers of an investment's value.Smi Servative Allocation Systematic Risk
Smi Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Smi Conservative 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Smi Servative Allocation correlated with the market. If Beta is less than 0 Smi Conservative generally moves in the opposite direction as compared to the market. If Smi Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Smi Servative Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Smi Conservative is generally in the same direction as the market. If Beta > 1 Smi Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Smi Conservative November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Smi Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Smi Servative Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Smi Servative Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Smi Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Smi Conservative's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6215 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 3.23 | |||
| Value At Risk | (0.80) | |||
| Potential Upside | 1.5 |
Other Information on Investing in Smi Mutual Fund
Smi Conservative financial ratios help investors to determine whether Smi 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 Smi with respect to the benefits of owning Smi Conservative security.
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