Scharf Balanced Opportunity Fund Manager Performance Evaluation
| LOGOX Fund | USD 39.48 1.29 3.16% |
The entity has a beta of 0.53, 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.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Scharf Balanced Opportunity are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Scharf Balanced may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Sumo Logic - 2025 Funding Rounds List of Investors - Tracxn | 12/02/2025 |
| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 0.9500 |
Scharf |
Scharf Balanced Relative Risk vs. Return Landscape
If you would invest 3,692 in Scharf Balanced Opportunity on November 2, 2025 and sell it today you would earn a total of 256.00 from holding Scharf Balanced Opportunity or generate 6.93% return on investment over 90 days. Scharf Balanced Opportunity is currently producing 0.1123% returns and takes up 0.6849% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Scharf, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Scharf Balanced Current Valuation
Undervalued
Today
Please note that Scharf Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Scharf Balanced Oppo has a current Real Value of $42.53 per share. The regular price of the fund is $39.48. We determine the value of Scharf Balanced Oppo 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 Scharf Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Scharf Mutual Fund. However, Scharf Balanced'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 39.48 | Real 42.53 | Hype 39.46 | Naive 39.76 |
The intrinsic value of Scharf Balanced'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 Scharf Balanced'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 Scharf Balanced Opportunity helps investors to forecast how Scharf 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 Scharf Balanced more accurately as focusing exclusively on Scharf Balanced's fundamentals will not take into account other important factors: Scharf Balanced Target Price Odds to finish over Current Price
The tendency of Scharf 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 |
| 39.48 | 90 days | 39.48 | about 12.43 |
Based on a normal probability distribution, the odds of Scharf Balanced to move above the current price in 90 days from now is about 12.43 (This Scharf Balanced Opportunity probability density function shows the probability of Scharf Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Scharf Balanced has a beta of 0.53. This indicates as returns on the market go up, Scharf Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Scharf Balanced Opportunity will be expected to be much smaller as well. Additionally Scharf Balanced Opportunity has an alpha of 0.0792, implying that it can generate a 0.0792 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Scharf Balanced Price Density |
| Price |
Predictive Modules for Scharf Balanced
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Scharf Balanced Oppo. 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.Scharf Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Scharf Balanced is not an exception. The market had few large corrections towards the Scharf Balanced'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 Scharf Balanced Opportunity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Scharf Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.53 | |
σ | Overall volatility | 1.30 | |
Ir | Information ratio | 0.1 |
Scharf Balanced 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 Scharf Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Scharf Balanced Oppo can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 8.96% of its assets in cash |
Scharf Balanced Fundamentals Growth
Scharf Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Scharf Balanced, and Scharf Balanced 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 Scharf Mutual Fund performance.
| Price To Earning | 17.15 X | |||
| Price To Book | 2.08 X | |||
| Price To Sales | 1.76 X | |||
| Total Asset | 40.2 M | |||
About Scharf Balanced Performance
Evaluating Scharf Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Scharf Balanced 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 Scharf Balanced 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 mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50 percent and 75 percent of its total assets to equity securities. Under normal market conditions, the fund allocates between 25 percent and 50 percent of its total assets to fixed-income securities.Things to note about Scharf Balanced Oppo performance evaluation
Checking the ongoing alerts about Scharf Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Scharf Balanced Oppo 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 8.96% of its assets in cash |
- Analyzing Scharf Balanced'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 Scharf Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Scharf Balanced'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 Scharf Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Scharf Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Scharf Balanced's mutual fund. These opinions can provide insight into Scharf Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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