Spectrum International Fund Manager Performance Evaluation
| PSILX Fund | USD 14.74 0.14 0.96% |
The entity has a beta of 0.47, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Spectrum International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Spectrum International is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Spectrum International Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Spectrum 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 | 1st of May 2023 | |
| Expense Ratio | 0.8900 |
Spectrum |
Spectrum International Relative Risk vs. Return Landscape
If you would invest 1,502 in Spectrum International Fund on September 1, 2024 and sell it today you would lose (28.00) from holding Spectrum International Fund or give up 1.86% of portfolio value over 90 days. Spectrum International Fund is currently producing negative expected returns and takes up 0.7985% volatility of returns over 90 trading days. Put another way, 7% 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 International Current Valuation
Overvalued
Today
Please note that Spectrum International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Spectrum International has a current Real Value of $14.23 per share. The regular price of the fund is $14.74. We determine the value of Spectrum 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 Spectrum International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Spectrum Mutual Fund. However, Spectrum 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 14.74 | Real 14.23 | Hype 14.74 | Naive 14.74 |
The intrinsic value of Spectrum 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 Spectrum 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 Spectrum International Fund 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 International more accurately as focusing exclusively on Spectrum International's fundamentals will not take into account other important factors: Spectrum International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Spectrum International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Spectrum International Fund, and traders can use it to determine the average amount a Spectrum 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 = -0.0329
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PSILX |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Spectrum 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 Spectrum International by adding Spectrum International to a well-diversified portfolio.
Spectrum International Fundamentals Growth
Spectrum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Spectrum International, and Spectrum 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 Spectrum Mutual Fund performance.
| Price To Earning | 15.56 X | ||||
| Price To Book | 1.64 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 659.84 M | ||||
About Spectrum International Performance
Evaluating Spectrum International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Spectrum 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 Spectrum 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.
Under normal conditions, the fund invests at least 80 percent of its net assets in equity securities. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments outside the U.S. It, which normally invests in a variety of developed and emerging market equity funds, and, from time to time, a money market fund, seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from strong performance in particular market segments over time.Things to note about Spectrum International performance evaluation
Checking the ongoing alerts about Spectrum International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Spectrum International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Spectrum International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Spectrum International maintains 97.81% of its assets in stocks |
- Analyzing Spectrum 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 Spectrum International's stock is overvalued or undervalued compared to its peers.
- Examining Spectrum 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 Spectrum International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Spectrum International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Spectrum International's mutual fund. These opinions can provide insight into Spectrum International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Spectrum Mutual Fund
Spectrum International 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 International security.
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