Small Cap Equity Fund Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Small Cap are completely uncorrelated.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Small Cap Equity Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Small Cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreSmall |
Small Cap Relative Risk vs. Return Landscape
If you would invest (100.00) in Small Cap Equity Fund on October 18, 2025 and sell it today you would earn a total of 100.00 from holding Small Cap Equity Fund or generate -100.0% return on investment over 90 days. Small Cap Equity Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Small, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Small Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Small Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Small Cap Equity Fund, and traders can use it to determine the average amount a Small Cap'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 = 0.0
| High Returns | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| GESEX |
Based on monthly moving average Small Cap 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 Small Cap by adding Small Cap to a well-diversified portfolio.
Things to note about Small Cap Equity performance evaluation
Checking the ongoing alerts about Small Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Small Cap Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Small Cap Equity is not yet fully synchronised with the market data | |
| Small Cap Equity has some characteristics of a very speculative penny stock |
- Analyzing Small Cap'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 Small Cap's stock is overvalued or undervalued compared to its peers.
- Examining Small Cap'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 Small Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Small Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Small Cap's mutual fund. These opinions can provide insight into Small Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in median. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Other Consideration for investing in Small Mutual Fund
If you are still planning to invest in Small Cap Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Small Cap's history and understand the potential risks before investing.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |