Spectrum Advisors Preferred Fund Manager Performance Evaluation
| SAPEX Fund | USD 18.42 0.10 0.54% |
The entity has a beta of -0.0265, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Spectrum Advisors are expected to decrease at a much lower rate. During the bear market, Spectrum Advisors is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Spectrum Advisors Preferred are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Spectrum Advisors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Apex Group Expands Presence in Latam Market With Chilean Acquisition - Business Wire | 10/17/2024 |
| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.8300 |
Spectrum |
Spectrum Advisors Relative Risk vs. Return Landscape
If you would invest 1,781 in Spectrum Advisors Preferred on September 2, 2024 and sell it today you would earn a total of 61.00 from holding Spectrum Advisors Preferred or generate 3.43% return on investment over 90 days. Spectrum Advisors Preferred is currently producing 0.0558% returns and takes up 0.8% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Spectrum, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Spectrum Advisors Current Valuation
Overvalued
Today
Please note that Spectrum Advisors' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Spectrum Advisors has a current Real Value of $17.16 per share. The regular price of the fund is $18.42. We determine the value of Spectrum Advisors 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 Spectrum Advisors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Spectrum Mutual Fund. However, Spectrum Advisors' 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 18.42 | Real 17.16 | Hype 18.42 | Naive 18.56 |
The intrinsic value of Spectrum Advisors' 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 Spectrum Advisors' 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 Spectrum Advisors Preferred helps investors to forecast how Spectrum 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 Spectrum Advisors more accurately as focusing exclusively on Spectrum Advisors' fundamentals will not take into account other important factors: Spectrum Advisors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Spectrum Advisors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Spectrum Advisors Preferred, and traders can use it to determine the average amount a Spectrum Advisors' 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 = 0.0697
| Best Portfolio | Best Equity | |||
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| Cash | SAPEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Spectrum Advisors is performing at about 5% 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 Spectrum Advisors by adding it to a well-diversified portfolio.
Spectrum Advisors Fundamentals Growth
Spectrum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Spectrum Advisors, and Spectrum Advisors 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 Spectrum Mutual Fund performance.
About Spectrum Advisors Performance
Evaluating Spectrum Advisors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Spectrum Advisors 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 Spectrum Advisors 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 funds adviser delegates execution of its investment strategy to a sub-adviser. The sub-adviser seeks to fulfill the funds investment objective by using proprietary signals to evaluate general equity market conditions. The sub-adviser focuses on equities, and may employ leverage in especially favorable conditions. In unfavorable conditions, the sub-adviser emphasizes capital preservation by decreasing equity exposure and increasing the funds allocation to cash equivalents, fixed income securities, reducing leverage, and hedging depending on the environment.Things to note about Spectrum Advisors performance evaluation
Checking the ongoing alerts about Spectrum Advisors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Spectrum Advisors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -9.0% | |
| Spectrum Advisors maintains about 48.9% of its assets in cash |
- Analyzing Spectrum Advisors' 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 Spectrum Advisors' stock is overvalued or undervalued compared to its peers.
- Examining Spectrum Advisors' 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 Spectrum Advisors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Spectrum Advisors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Spectrum Advisors' mutual fund. These opinions can provide insight into Spectrum Advisors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Spectrum Mutual Fund
Spectrum Advisors financial ratios help investors to determine whether Spectrum 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 Spectrum with respect to the benefits of owning Spectrum Advisors security.
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