Sa Worldwide Moderate Fund Manager Performance Evaluation
| SAWMX Fund | USD 12.50 0.05 0.40% |
The entity owns a Beta (Systematic Risk) of 0.45, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sa Worldwide's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sa Worldwide is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Sa Worldwide Moderate are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Sa Worldwide is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7100 |
SAWMX |
Sa Worldwide Relative Risk vs. Return Landscape
If you would invest 1,207 in Sa Worldwide Moderate on September 2, 2024 and sell it today you would earn a total of 43.00 from holding Sa Worldwide Moderate or generate 3.56% return on investment over 90 days. Sa Worldwide Moderate is currently producing 0.0555% returns and takes up 0.4063% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than SAWMX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sa Worldwide Current Valuation
Fairly Valued
Today
Please note that Sa Worldwide's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sa Worldwide Moderate owns a latest Real Value of $12.43 per share. The recent price of the fund is $12.5. We determine the value of Sa Worldwide Moderate 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 Worldwide is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAWMX Mutual Fund. However, Sa Worldwide'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 12.5 | Real 12.43 | Hype 12.5 | Naive 12.5 |
The intrinsic value of Sa Worldwide'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 Worldwide'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 Worldwide Moderate helps investors to forecast how SAWMX 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 Worldwide more accurately as focusing exclusively on Sa Worldwide's fundamentals will not take into account other important factors: Sa Worldwide Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa Worldwide's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa Worldwide Moderate, and traders can use it to determine the average amount a Sa Worldwide'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 = 0.1367
| Best Portfolio | Best Equity | |||
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| Cash | SAWMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Sa Worldwide is performing at about 10% of its full potential. 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 Worldwide by adding it to a well-diversified portfolio.
Sa Worldwide Fundamentals Growth
SAWMX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sa Worldwide, and Sa Worldwide 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 SAWMX Mutual Fund performance.
| Total Asset | 26.91 M | ||||
About Sa Worldwide Performance
Evaluating Sa Worldwide's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sa Worldwide 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 Worldwide 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 adviser currently expects to invests approximately 70 percent of its assets in equity investments and approximately 30 percent of its assets in fixed income investments as represented by the holdings of the underlying SA funds in which the fund invests. Actual allocations to fixed income investments or equity investments can deviate by up to 10. It will normally invest at least 25 percent of its total assets in equity and fixed income investments issued by foreign companies and governments.Things to note about Sa Worldwide Moderate performance evaluation
Checking the ongoing alerts about Sa Worldwide for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sa Worldwide Moderate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 23.54% of its assets in bonds |
- Analyzing Sa Worldwide'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 Worldwide's stock is overvalued or undervalued compared to its peers.
- Examining Sa Worldwide'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 Worldwide's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sa Worldwide's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sa Worldwide's mutual fund. These opinions can provide insight into Sa Worldwide's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SAWMX Mutual Fund
Sa Worldwide financial ratios help investors to determine whether SAWMX 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 SAWMX with respect to the benefits of owning Sa Worldwide security.
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