Sa Worldwide Moderate Fund Price on April 21, 2023
| SAWMX Fund | USD 12.50 0.05 0.40% |
Below is the normalized historical share price chart for Sa Worldwide Moderate extending back to July 01, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Sa Worldwide stands at 12.50, as last reported on the 1st of December, with the highest price reaching 12.50 and the lowest price hitting 12.50 during the day.
If you're considering investing in SAWMX Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider SAWMX Mutual Fund to be very steady. Sa Worldwide Moderate retains Efficiency (Sharpe Ratio) of 0.14, which indicates the fund had a 0.14% return per unit of price deviation over the last 3 months. We have found twenty-seven technical indicators for Sa Worldwide, which you can use to evaluate the volatility of the fund. Please validate Sa Worldwide's Mean Deviation of 0.3381, risk adjusted performance of 0.0754, and Downside Deviation of 0.4219 to confirm if the risk estimate we provide is consistent with the expected return of 0.0555%.
SAWMX Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
SAWMX |
Sharpe Ratio = 0.1367
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SAWMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Sa Worldwide is performing at about 10% 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 Sa Worldwide by adding it to a well-diversified portfolio.
Sa Worldwide Valuation on April 21, 2023
It is possible to determine the worth of Sa Worldwide on a given historical date. On April 21, 2023 SAWMX was worth 10.11 at the beginning of the trading date compared to the closed value of 10.11. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Sa Worldwide mutual fund. Still, in general, we apply an absolute valuation method to find Sa Worldwide's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Sa Worldwide where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Sa Worldwide's related companies.
| Open | High | Low | Close | Volume | |
| 10.12 | 10.12 | 10.12 | 10.12 | 1.00 | |
04/21/2023 | 10.11 | 10.11 | 10.11 | 10.11 | 1.00 |
| 10.12 | 10.12 | 10.12 | 10.12 | 1.00 |
| Backtest Sa Worldwide | | | Sa Worldwide History | | | Sa Worldwide Valuation | Previous | Next |
Sa Worldwide Trading Date Momentum on April 21, 2023
| On April 24 2023 Sa Worldwide Moderate was traded for 10.12 at the closing time. The highest daily price throughout the period was 10.12 and the lowest price was 10.12 . There was no trading activity during the period 1.0. Lack of trading volume on 04/24/2023 added to the next day price jump. The trading price change to closing price of the next trading day was 0.10% . The trading price change to current closing price is 0.10% . |
Sa Worldwide Moderate Fundamentals Correlations and Trends
By evaluating Sa Worldwide's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Sa Worldwide's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. SAWMX financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Sa Worldwide Mutual Fund history
Sa Worldwide investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for SAWMX is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Sa Worldwide Moderate will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Sa Worldwide stock prices may prove useful in developing a viable investing in Sa Worldwide
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.
Sa Worldwide Mutual Fund Technical Analysis
Sa Worldwide technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Sa Worldwide Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Sa Worldwide Moderate cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Sa Worldwide December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Sa Worldwide mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Sa Worldwide shares will generate the highest return on investment. By undertsting and applying Sa Worldwide mutual fund market strength indicators, traders can identify Sa Worldwide Moderate entry and exit signals to maximize returns
Sa Worldwide Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Sa Worldwide's price direction in advance. Along with the technical and fundamental analysis of SAWMX Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of SAWMX to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0754 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | 0.0806 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |