Sentinel International Equity Fund Manager Performance Evaluation
| SWRLX Fund | USD 15.88 0.02 0.13% |
The entity has a beta of 0.36, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sentinel International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sentinel International is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Sentinel International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Sentinel International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 1.2700 |
Sentinel |
Sentinel International Relative Risk vs. Return Landscape
If you would invest 1,643 in Sentinel International Equity on August 28, 2024 and sell it today you would lose (55.00) from holding Sentinel International Equity or give up 3.35% of portfolio value over 90 days. Sentinel International Equity is currently producing negative expected returns and takes up 0.8478% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Sentinel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sentinel International Current Valuation
Fairly Valued
Today
Please note that Sentinel International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sentinel International has a current Real Value of $15.99 per share. The regular price of the fund is $15.88. We determine the value of Sentinel International 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 Sentinel International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sentinel Mutual Fund. However, Sentinel International'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 15.88 | Real 15.99 | Hype 15.86 | Naive 15.61 |
The intrinsic value of Sentinel International'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 Sentinel International'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 Sentinel International Equity helps investors to forecast how Sentinel 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 Sentinel International more accurately as focusing exclusively on Sentinel International's fundamentals will not take into account other important factors: Sentinel International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sentinel International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sentinel International Equity, and traders can use it to determine the average amount a Sentinel International'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 = -0.0596
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SWRLX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sentinel International 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 Sentinel International by adding Sentinel International to a well-diversified portfolio.
Sentinel International Fundamentals Growth
Sentinel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sentinel International, and Sentinel International 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 Sentinel Mutual Fund performance.
| Price To Earning | 17.36 X | ||||
| Price To Book | 1.84 X | ||||
| Price To Sales | 1.44 X | ||||
| Total Asset | 82.71 M | ||||
About Sentinel International Performance
Evaluating Sentinel International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sentinel International 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 Sentinel International 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 normally invests at least 80 percent of its assets in value securities. It invests primarily in equity securities of companies in non-U.S. developed and emerging market countries. The equity securities in which the fund invests are mainly common stocks, but may also include ADRs, GDRs, and, together with ADRs. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 20million or more at the time of purchase.Things to note about Sentinel International performance evaluation
Checking the ongoing alerts about Sentinel International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sentinel International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sentinel International generated a negative expected return over the last 90 days | |
| The fund maintains about 9.86% of its assets in cash |
- Analyzing Sentinel International'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 Sentinel International's stock is overvalued or undervalued compared to its peers.
- Examining Sentinel International'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 Sentinel International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sentinel International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sentinel International's mutual fund. These opinions can provide insight into Sentinel International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sentinel Mutual Fund
Sentinel International financial ratios help investors to determine whether Sentinel 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 Sentinel with respect to the benefits of owning Sentinel International security.
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