Scharf Balanced's market value is the price at which a share of Scharf Balanced trades on a public exchange. It measures the collective expectations of Scharf Balanced Opportunity investors about its performance. Scharf Balanced is trading at 40.77 as of the 30th of January 2026; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 40.73. With this module, you can estimate the performance of a buy and hold strategy of Scharf Balanced Opportunity and determine expected loss or profit from investing in Scharf Balanced over a given investment horizon. Check out Scharf Balanced Correlation, Scharf Balanced Volatility and Scharf Balanced Performance module to complement your research on Scharf Balanced.
Understanding that Scharf Balanced's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Scharf Balanced represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, Scharf Balanced's market price signifies the transaction level at which participants voluntarily complete trades.
Scharf Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Scharf Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Scharf Balanced.
0.00
11/01/2025
No Change 0.00
0.0
In 2 months and 31 days
01/30/2026
0.00
If you would invest 0.00 in Scharf Balanced on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Scharf Balanced Opportunity or generate 0.0% return on investment in Scharf Balanced over 90 days. The investment seeks long-term capital appreciation and income More
Scharf Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Scharf Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Scharf Balanced Opportunity upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Scharf Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Scharf Balanced's standard deviation. In reality, there are many statistical measures that can use Scharf Balanced historical prices to predict the future Scharf Balanced's volatility.
At this stage we consider Scharf Mutual Fund to be very steady. Scharf Balanced Oppo owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.31, which indicates the fund had a 0.31 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Scharf Balanced Opportunity, which you can use to evaluate the volatility of the fund. Please validate Scharf Balanced's Coefficient Of Variation of 338.53, semi deviation of 0.224, and Risk Adjusted Performance of 0.211 to confirm if the risk estimate we provide is consistent with the expected return of 0.17%. The entity has a beta of 0.52, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Scharf Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Scharf Balanced is expected to be smaller as well.
Auto-correlation
0.54
Modest predictability
Scharf Balanced Opportunity has modest predictability. Overlapping area represents the amount of predictability between Scharf Balanced time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Scharf Balanced Oppo price movement. The serial correlation of 0.54 indicates that about 54.0% of current Scharf Balanced price fluctuation can be explain by its past prices.
Correlation Coefficient
0.54
Spearman Rank Test
0.61
Residual Average
0.0
Price Variance
0.95
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Other Information on Investing in Scharf Mutual Fund
Scharf Balanced financial ratios help investors to determine whether Scharf 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 Scharf with respect to the benefits of owning Scharf Balanced security.