Saat Defensive Strategy Fund Manager Performance Evaluation
| SEDIX Fund | USD 9.54 0.01 0.10% |
The entity has a beta of 0.0708, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Saat Defensive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Saat Defensive is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Saat Defensive Strategy are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Saat Defensive is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9300 |
Saat |
Saat Defensive Relative Risk vs. Return Landscape
If you would invest 947.00 in Saat Defensive Strategy on August 31, 2024 and sell it today you would earn a total of 6.00 from holding Saat Defensive Strategy or generate 0.63% return on investment over 90 days. Saat Defensive Strategy is currently producing 0.0101% returns and takes up 0.1096% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Saat, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Saat Defensive Current Valuation
Overvalued
Today
Please note that Saat Defensive's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Saat Defensive Strategy has a current Real Value of $8.76 per share. The regular price of the fund is $9.54. We determine the value of Saat Defensive Strategy 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 Saat Defensive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Saat Mutual Fund. However, Saat Defensive's 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 9.54 | Real 8.76 | Hype 9.53 |
The intrinsic value of Saat Defensive's 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 Saat Defensive's 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 Saat Defensive Strategy helps investors to forecast how Saat 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 Saat Defensive more accurately as focusing exclusively on Saat Defensive's fundamentals will not take into account other important factors: Saat Defensive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Saat Defensive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Saat Defensive Strategy, and traders can use it to determine the average amount a Saat Defensive'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 = 0.092
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Based on monthly moving average Saat Defensive is performing at about 7% 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 Saat Defensive by adding it to a well-diversified portfolio.
Saat Defensive Fundamentals Growth
Saat Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Saat Defensive, and Saat Defensive 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 Saat Mutual Fund performance.
| Price To Earning | 17.13 X | |||
| Price To Book | 2.17 X | |||
| Price To Sales | 1.18 X | |||
| Total Asset | 15.55 M | |||
About Saat Defensive Performance
Evaluating Saat Defensive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Saat Defensive 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 Saat Defensive 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 fund predominantly invests in other SEI Funds, each of which has its own investment goal . The underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The funds assets may be diversified across underlying SEI bond and money market funds, equity funds, real estate funds and multi-asset funds.Things to note about Saat Defensive Strategy performance evaluation
Checking the ongoing alerts about Saat Defensive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Saat Defensive Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 34.36% of its assets in cash |
- Analyzing Saat Defensive'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 Saat Defensive's stock is overvalued or undervalued compared to its peers.
- Examining Saat Defensive'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 Saat Defensive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Saat Defensive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Saat Defensive's mutual fund. These opinions can provide insight into Saat Defensive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Saat Mutual Fund
Saat Defensive financial ratios help investors to determine whether Saat 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 Saat with respect to the benefits of owning Saat Defensive security.
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