Sa International Small Fund Manager Performance Evaluation
| SAISX Fund | USD 20.97 0.15 0.72% |
The entity owns a Beta (Systematic Risk) of 0.41, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sa International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sa International is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Sa International Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Sa 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 | 0.9100 |
SAISX |
Sa International Relative Risk vs. Return Landscape
If you would invest 2,152 in Sa International Small on August 31, 2024 and sell it today you would lose (55.00) from holding Sa International Small or give up 2.56% of portfolio value over 90 days. Sa International Small is currently producing negative expected returns and takes up 0.787% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than SAISX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sa International Current Valuation
Fairly Valued
Today
Please note that Sa International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sa International Small owns a latest Real Value of $21.14 per share. The recent price of the fund is $20.97. We determine the value of Sa International Small from examining 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, in the future, mutual fund prices and their ongoing real values will merge together.
Since Sa International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAISX Mutual Fund. However, Sa 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 20.97 | Real 21.14 | Hype 20.97 | Naive 20.88 |
The intrinsic value of Sa 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 Sa 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 Sa International Small helps investors to forecast how SAISX 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 Sa International more accurately as focusing exclusively on Sa International's fundamentals will not take into account other important factors: Sa International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa International Small, and traders can use it to determine the average amount a Sa 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 = -0.0483
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAISX |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sa 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 Sa International by adding Sa International to a well-diversified portfolio.
Sa International Fundamentals Growth
SAISX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sa International, and Sa 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 SAISX Mutual Fund performance.
| Price To Earning | 14.17 X | ||||
| Price To Book | 1.26 X | ||||
| Price To Sales | 0.69 X | ||||
| Total Asset | 237.18 M | ||||
About Sa International Performance
Evaluating Sa International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sa 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 Sa 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 pursues its goal by investing substantially all of its assets in the International Small Company Portfolio of DFA Investment Dimensions Group Inc. , a separate registered investment company with the same investment objective and investment policies as the fund. As a non-fundamental policy, under normal circumstances, the fund, through its investments in the DFA Portfolio and, indirectly, the underlying funds, will invest at least 80 percent of its net assets in securities of small companies.Things to note about Sa International Small performance evaluation
Checking the ongoing alerts about Sa International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sa International Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sa International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Sa International Small maintains 98.59% of its assets in stocks |
- Analyzing Sa 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 Sa International's stock is overvalued or undervalued compared to its peers.
- Examining Sa 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 Sa International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sa International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sa International's mutual fund. These opinions can provide insight into Sa International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SAISX Mutual Fund
Sa International financial ratios help investors to determine whether SAISX 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 SAISX with respect to the benefits of owning Sa International security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |