Spectrum Unconstrained Fund Manager Performance Evaluation
| SUNBX Fund | USD 18.86 0.01 0.05% |
The entity has a beta of 0.0785, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Spectrum Unconstrained's returns are expected to increase less than the market. However, during the bear market, the loss of holding Spectrum Unconstrained is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Spectrum Unconstrained has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Spectrum Unconstrained is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreSpectrum |
Spectrum Unconstrained Relative Risk vs. Return Landscape
If you would invest 1,886 in Spectrum Unconstrained on August 26, 2024 and sell it today you would earn a total of 0.00 from holding Spectrum Unconstrained or generate 0.0% return on investment over 90 days. Spectrum Unconstrained is currently producing 2.0E-4% returns and takes up 0.2149% volatility of returns over 90 trading days. Put another way, 1% 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 Unconstrained Current Valuation
Fairly Valued
Today
Please note that Spectrum Unconstrained's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Spectrum Unconstrained has a current Real Value of $18.89 per share. The regular price of the fund is $18.86. We determine the value of Spectrum Unconstrained 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 Unconstrained is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Spectrum Mutual Fund. However, Spectrum Unconstrained'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 18.86 | Real 18.89 | Hype 18.86 | Naive 18.8 |
The intrinsic value of Spectrum Unconstrained'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 Spectrum Unconstrained'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 Spectrum Unconstrained 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 Unconstrained more accurately as focusing exclusively on Spectrum Unconstrained's fundamentals will not take into account other important factors: Spectrum Unconstrained Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Spectrum Unconstrained's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Spectrum Unconstrained, and traders can use it to determine the average amount a Spectrum Unconstrained'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 = 0.0011
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SUNBX |
Estimated Market Risk
| 0.21 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Spectrum Unconstrained 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 Spectrum Unconstrained by adding Spectrum Unconstrained to a well-diversified portfolio.
Spectrum Unconstrained Fundamentals Growth
Spectrum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Spectrum Unconstrained, and Spectrum Unconstrained 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.
| Total Asset | 11.08 M | ||||
About Spectrum Unconstrained Performance
Evaluating Spectrum Unconstrained's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Spectrum Unconstrained 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 Unconstrained 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 invests in a diversified portfolio of primarily fixed income exchange-traded funds and mutual funds that invest in investment-grade and non-investment grade fixed income securities, preferred stocks as well as derivative instruments. It may also invest directly in the preceding derivatives. The fund invests without restriction as to issuer type, country, capitalization, credit quality or maturity of individual securities held directly or by the mutual funds and ETFs in which it invests. The ETFs and mutual funds may invest in foreign countries including emerging markets.Things to note about Spectrum Unconstrained performance evaluation
Checking the ongoing alerts about Spectrum Unconstrained for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Spectrum Unconstrained 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 32.54% of its assets in cash |
- Analyzing Spectrum Unconstrained'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 Spectrum Unconstrained's stock is overvalued or undervalued compared to its peers.
- Examining Spectrum Unconstrained'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 Spectrum Unconstrained's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Spectrum Unconstrained's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Spectrum Unconstrained's mutual fund. These opinions can provide insight into Spectrum Unconstrained's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Spectrum Mutual Fund
Spectrum Unconstrained 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 Unconstrained security.
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