Spirit Of America Fund Manager Performance Evaluation
| SACEX Fund | USD 9.90 0.03 0.30% |
The entity has a beta of 0.38, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Spirit Of's returns are expected to increase less than the market. However, during the bear market, the loss of holding Spirit Of is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Spirit Of America are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Spirit Of showed solid returns over the last few months and may actually be approaching a breakup point.
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3 | Saba Cites SpaceX Sale in Urging Shakeup at Baillie Gifford Fund - Bloomberg.com | 12/30/2025 |
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Spirit |
Spirit Of Relative Risk vs. Return Landscape
If you would invest 850.00 in Spirit Of America on November 24, 2025 and sell it today you would earn a total of 140.00 from holding Spirit Of America or generate 16.47% return on investment over 90 days. Spirit Of America is currently producing 0.2552% returns and takes up 0.9993% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Spirit, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Spirit Of Current Valuation
Undervalued
Today
Please note that Spirit Of's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Spirit Of America has a current Real Value of $10.56 per share. The regular price of the fund is $9.9. We determine the value of Spirit Of America 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 Spirit Of is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Spirit Mutual Fund. However, Spirit Of'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 9.9 | Real 10.56 | Hype 9.91 | Naive 10.07 |
The intrinsic value of Spirit Of'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 Spirit Of'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 Spirit Of America helps investors to forecast how Spirit 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 Spirit Of more accurately as focusing exclusively on Spirit Of's fundamentals will not take into account other important factors: Spirit Of Target Price Odds to finish over Current Price
The tendency of Spirit 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 |
| 9.90 | 90 days | 9.90 | near 1 |
Based on a normal probability distribution, the odds of Spirit Of to move above the current price in 90 days from now is near 1 (This Spirit Of America probability density function shows the probability of Spirit Mutual Fund to fall within a particular range of prices over 90 days) .
Spirit Of Price Density |
| Price |
Predictive Modules for Spirit Of
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Spirit Of America. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Spirit Of's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Spirit Of Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Spirit Of is not an exception. The market had few large corrections towards the Spirit Of'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 Spirit Of America, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Spirit Of within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 0.38 | |
σ | Overall volatility | 0.45 | |
Ir | Information ratio | 0.12 |
Spirit Of 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 Spirit Of for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Spirit Of America can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: This fund aims to give retail investors access to SpaceX, Anthropic and others - Seeking Alpha | |
| The fund maintains 99.75% of its assets in stocks |
Spirit Of Fundamentals Growth
Spirit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Spirit Of, and Spirit Of 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 Spirit Mutual Fund performance.
| Total Asset | 182.08 M | ||||
About Spirit Of Performance
Evaluating Spirit Of's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Spirit Of 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 Spirit Of 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 seeks to achieve its investment objective by investing at least 80 percent of its net assets plus any borrowings in a combination of securities and other assets of energy and energy related companies. It seeks to achieve its investment objective through diversified exposure to U.S. and non-U.S. securities of energy companies and energy related companies which are companies that are principally engaged in activities in the energy industry.Things to note about Spirit Of America performance evaluation
Checking the ongoing alerts about Spirit Of for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Spirit Of America help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: This fund aims to give retail investors access to SpaceX, Anthropic and others - Seeking Alpha | |
| The fund maintains 99.75% of its assets in stocks |
- Analyzing Spirit Of'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 Spirit Of's stock is overvalued or undervalued compared to its peers.
- Examining Spirit Of'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 Spirit Of's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Spirit Of's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Spirit Of's mutual fund. These opinions can provide insight into Spirit Of's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Spirit Mutual Fund
Spirit Of financial ratios help investors to determine whether Spirit 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 Spirit with respect to the benefits of owning Spirit Of security.
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