Sa Global Fixed Fund Manager Performance Evaluation
| SAXIX Fund | USD 8.90 0.03 0.34% |
The entity owns a Beta (Systematic Risk) of 0.004, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sa Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sa Global is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Sa Global Fixed are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Sa Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5200 |
SAXIX |
Sa Global Relative Risk vs. Return Landscape
If you would invest 881.00 in Sa Global Fixed on September 3, 2024 and sell it today you would earn a total of 9.00 from holding Sa Global Fixed or generate 1.02% return on investment over 90 days. Sa Global Fixed is currently producing 0.016% returns and takes up 0.1118% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than SAXIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sa Global Current Valuation
Overvalued
Today
Please note that Sa Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sa Global Fixed owns a latest Real Value of $8.18 per share. The recent price of the fund is $8.9. We determine the value of Sa Global Fixed 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAXIX Mutual Fund. However, Sa Global'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 8.9 | Real 8.18 | Hype 8.9 | Naive 8.92 |
The intrinsic value of Sa Global'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 Global'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 Global Fixed helps investors to forecast how SAXIX 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 Global more accurately as focusing exclusively on Sa Global's fundamentals will not take into account other important factors: Sa Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa Global Fixed, and traders can use it to determine the average amount a Sa Global'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 = 0.1426
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| SAXIX |
Based on monthly moving average Sa Global is performing at about 11% 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 Global by adding it to a well-diversified portfolio.
Sa Global Fundamentals Growth
SAXIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sa Global, and Sa Global 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 SAXIX Mutual Fund performance.
| Total Asset | 736.26 M | ||||
About Sa Global Performance
Evaluating Sa Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sa Global 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 Global 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 primarily invests in fixed income securities that mature between one and ten years from the date of settlement. It has a non-fundamental investment policy that, under normal circumstances, the fund will invest at least 80 percent of its net assets in fixed income securities.Things to note about Sa Global Fixed performance evaluation
Checking the ongoing alerts about Sa Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sa Global Fixed 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 73.06% of its assets in bonds |
- Analyzing Sa Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Sa Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sa Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sa Global's mutual fund. These opinions can provide insight into Sa Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SAXIX Mutual Fund
Sa Global financial ratios help investors to determine whether SAXIX 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 SAXIX with respect to the benefits of owning Sa Global security.
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