Sa Real Estate Fund Manager Performance Evaluation
| SAREX Fund | USD 11.61 0.07 0.60% |
The entity owns a Beta (Systematic Risk) of 0.51, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sa Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sa Real is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sa Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Sa Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7600 |
SAREX |
Sa Real Relative Risk vs. Return Landscape
If you would invest 1,226 in Sa Real Estate on November 29, 2024 and sell it today you would lose (65.00) from holding Sa Real Estate or give up 5.3% of portfolio value over 90 days. Sa Real Estate is currently producing negative expected returns and takes up 1.1133% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than SAREX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sa Real Current Valuation
Overvalued
Today
Please note that Sa Real's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sa Real Estate owns a latest Real Value of $10.5 per share. The recent price of the fund is $11.61. We determine the value of Sa Real Estate 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 Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAREX Mutual Fund. However, Sa Real'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 11.61 | Real 10.5 | Hype 11.61 | Naive 11.74 |
The intrinsic value of Sa Real'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 Real'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 Real Estate helps investors to forecast how SAREX 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 Real more accurately as focusing exclusively on Sa Real's fundamentals will not take into account other important factors: Sa Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa Real Estate, and traders can use it to determine the average amount a Sa Real'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 = -0.0774
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAREX |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sa Real 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 Real by adding Sa Real to a well-diversified portfolio.
Sa Real Fundamentals Growth
SAREX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sa Real, and Sa Real 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 SAREX Mutual Fund performance.
| Price To Earning | 26.61 X | ||||
| Price To Book | 2.30 X | ||||
| Price To Sales | 6.50 X | ||||
| Total Asset | 142.43 M | ||||
About Sa Real Performance
Evaluating Sa Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sa Real 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 Real 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 is designed to purchase readily marketable equity securities of companies the principal activities of which include ownership, management, development, construction or sale of residential, commercial or industrial real estate. As a non-fundamental policy, under normal circumstances, at least 80 percent of the funds net assets will be invested in securities of companies in the real estate industry. The advisor may lend its portfolio securities to generate additional income.Things to note about Sa Real Estate performance evaluation
Checking the ongoing alerts about Sa Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sa Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sa Real Estate generated a negative expected return over the last 90 days | |
| The fund maintains 99.55% of its assets in stocks |
- Analyzing Sa Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Sa Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sa Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sa Real's mutual fund. These opinions can provide insight into Sa Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SAREX Mutual Fund
Sa Real financial ratios help investors to determine whether SAREX 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 SAREX with respect to the benefits of owning Sa Real security.
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