Spectrum Advisors Preferred Fund Manager Performance Evaluation
| SAPEX Fund | USD 19.72 0.01 0.05% |
The entity has a beta of 0.61, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Spectrum Advisors' returns are expected to increase less than the market. However, during the bear market, the loss of holding Spectrum Advisors is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Spectrum Advisors Preferred are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Spectrum Advisors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Investment Firm APEX Is Raising 350 Million To Target European Sports Assets - Forbes | 12/10/2025 |
| Expense Ratio Date | 1st of February 2025 | |
| Expense Ratio | 1.9900 |
Spectrum |
Spectrum Advisors Relative Risk vs. Return Landscape
If you would invest 1,937 in Spectrum Advisors Preferred on November 1, 2025 and sell it today you would earn a total of 35.00 from holding Spectrum Advisors Preferred or generate 1.81% return on investment over 90 days. Spectrum Advisors Preferred is currently producing 0.0317% returns and takes up 0.6067% volatility of returns over 90 trading days. Put another way, 5% 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 Advisors Current Valuation
Fairly Valued
Today
Please note that Spectrum Advisors' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Spectrum Advisors has a current Real Value of $19.63 per share. The regular price of the fund is $19.72. We determine the value of Spectrum Advisors 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 Advisors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Spectrum Mutual Fund. However, Spectrum Advisors' 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 19.72 | Real 19.63 | Hype 19.48 | Naive 19.87 |
The intrinsic value of Spectrum Advisors' 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 Advisors' 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 Advisors Preferred 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 Advisors more accurately as focusing exclusively on Spectrum Advisors' fundamentals will not take into account other important factors: Spectrum Advisors Target Price Odds to finish over Current Price
The tendency of Spectrum 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 |
| 19.72 | 90 days | 19.72 | about 25.94 |
Based on a normal probability distribution, the odds of Spectrum Advisors to move above the current price in 90 days from now is about 25.94 (This Spectrum Advisors Preferred probability density function shows the probability of Spectrum Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Spectrum Advisors has a beta of 0.61. This usually implies as returns on the market go up, Spectrum Advisors average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Spectrum Advisors Preferred will be expected to be much smaller as well. Additionally Spectrum Advisors Preferred has an alpha of 0.0073, implying that it can generate a 0.007345 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Spectrum Advisors Price Density |
| Price |
Predictive Modules for Spectrum Advisors
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Spectrum Advisors. 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 Spectrum Advisors' 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.
Spectrum Advisors Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Spectrum Advisors is not an exception. The market had few large corrections towards the Spectrum Advisors' 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 Spectrum Advisors Preferred, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Spectrum Advisors within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.61 | |
σ | Overall volatility | 0.31 | |
Ir | Information ratio | -0.02 |
Spectrum Advisors 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 Spectrum Advisors for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Spectrum Advisors 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: Danish Pension Fund Is Exiting Treasuriesbut Will Stick With U.S. Assets - Barrons | |
| The fund generated five year return of -1.0% | |
| Spectrum Advisors maintains about 48.9% of its assets in cash |
Spectrum Advisors Fundamentals Growth
Spectrum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Spectrum Advisors, and Spectrum Advisors 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.
| Total Asset | 10.93 M | |||
About Spectrum Advisors Performance
Evaluating Spectrum Advisors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Spectrum Advisors 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 Advisors 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 funds adviser delegates execution of its investment strategy to a sub-adviser. The sub-adviser seeks to fulfill the funds investment objective by using proprietary signals to evaluate general equity market conditions. The sub-adviser focuses on equities, and may employ leverage in especially favorable conditions. In unfavorable conditions, the sub-adviser emphasizes capital preservation by decreasing equity exposure and increasing the funds allocation to cash equivalents, fixed income securities, reducing leverage, and hedging depending on the environment.Things to note about Spectrum Advisors performance evaluation
Checking the ongoing alerts about Spectrum Advisors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Spectrum Advisors 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: Danish Pension Fund Is Exiting Treasuriesbut Will Stick With U.S. Assets - Barrons | |
| The fund generated five year return of -1.0% | |
| Spectrum Advisors maintains about 48.9% of its assets in cash |
- Analyzing Spectrum Advisors' 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 Advisors' stock is overvalued or undervalued compared to its peers.
- Examining Spectrum Advisors' 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 Advisors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Spectrum Advisors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Spectrum Advisors' mutual fund. These opinions can provide insight into Spectrum Advisors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Spectrum Mutual Fund
Spectrum Advisors 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 Advisors security.
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