Summit Global Investments Fund Manager Performance Evaluation
| SGLIX Fund | USD 32.93 0.30 0.90% |
The entity has a beta of 0.38, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Summit Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Summit Global is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Summit Global Investments are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Summit Global showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | JP Morgan Cazenove Reiterates 3i Group plc - Depositary Receipt Overweight Recommendation - MSN | 11/21/2025 |
| Expense Ratio Date | 31st of December 2025 | |
| Expense Ratio | 0.8400 |
Summit |
Summit Global Relative Risk vs. Return Landscape
If you would invest 2,741 in Summit Global Investments on November 2, 2025 and sell it today you would earn a total of 552.00 from holding Summit Global Investments or generate 20.14% return on investment over 90 days. Summit Global Investments is currently producing 0.3105% returns and takes up 1.415% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Summit, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Summit Global Current Valuation
Fairly Valued
Today
Please note that Summit Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Summit Global Investments has a current Real Value of $32.31 per share. The regular price of the fund is $32.93. We determine the value of Summit Global Investments 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 Summit Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Summit Mutual Fund. However, Summit Global'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 32.93 | Real 32.31 | Hype 33.02 | Naive 33.3 |
The intrinsic value of Summit Global'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 Summit Global'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 Summit Global Investments helps investors to forecast how Summit 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 Summit Global more accurately as focusing exclusively on Summit Global's fundamentals will not take into account other important factors: Summit Global Target Price Odds to finish over Current Price
The tendency of Summit Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 32.93 | 90 days | 32.93 | about 5.57 |
Based on a normal probability distribution, the odds of Summit Global to move above the current price in 90 days from now is about 5.57 (This Summit Global Investments probability density function shows the probability of Summit Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Summit Global has a beta of 0.38. This usually implies as returns on the market go up, Summit Global average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Summit Global Investments will be expected to be much smaller as well. Additionally Summit Global Investments has an alpha of 0.2425, implying that it can generate a 0.24 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Summit Global Price Density |
| Price |
Predictive Modules for Summit Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Summit Global Investments. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Summit Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Summit Global is not an exception. The market had few large corrections towards the Summit Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Summit Global Investments, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Summit Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.38 | |
σ | Overall volatility | 2.13 | |
Ir | Information ratio | 0.15 |
Summit Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Summit Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Summit Global Investments can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Summit Global Fundamentals Growth
Summit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Summit Global, and Summit Global 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 Summit Mutual Fund performance.
| Total Asset | 84.76 M | |||
About Summit Global Performance
Evaluating Summit Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Summit Global 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 Summit Global 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.
Under normal market conditions, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities. It invests, under normal market conditions, significantly in non-U.S. companies. The funds investments in equity securities include, without limitation, common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock.Things to note about Summit Global Investments performance evaluation
Checking the ongoing alerts about Summit Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Summit Global Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Summit Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Summit Global's mutual fund performance include:- Analyzing Summit Global'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 Summit Global's stock is overvalued or undervalued compared to its peers.
- Examining Summit Global'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 Summit Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Summit Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Summit Global's mutual fund. These opinions can provide insight into Summit Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Summit Mutual Fund
Summit Global financial ratios help investors to determine whether Summit 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 Summit with respect to the benefits of owning Summit Global security.
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