Small Cap Core Fund Manager Performance Evaluation
| SCRZX Fund | USD 12.36 0.01 0.08% |
The entity has a beta of 1.48, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Small Cap will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Small Cap Core are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Small Cap showed solid returns over the last few months and may actually be approaching a breakup point.
...moreSmall |
Small Cap Relative Risk vs. Return Landscape
If you would invest 1,052 in Small Cap Core on October 28, 2025 and sell it today you would earn a total of 183.00 from holding Small Cap Core or generate 17.4% return on investment over 90 days. Small Cap Core is currently producing 0.2822% returns and takes up 2.0243% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Small, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Small Cap Current Valuation
Undervalued
Today
Please note that Small Cap's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Small Cap Core has a current Real Value of $13.17 per share. The regular price of the fund is $12.36. We determine the value of Small Cap Core 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 Small Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Small Mutual Fund. However, Small Cap'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 12.36 | Real 13.17 | Hype 12.71 | Naive 12.92 |
The intrinsic value of Small Cap'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 Small Cap'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 Small Cap Core helps investors to forecast how Small 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 Small Cap more accurately as focusing exclusively on Small Cap's fundamentals will not take into account other important factors: Small Cap Target Price Odds to finish over Current Price
The tendency of Small 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 |
| 12.36 | 90 days | 12.36 | about 8.35 |
Based on a normal probability distribution, the odds of Small Cap to move above the current price in 90 days from now is about 8.35 (This Small Cap Core probability density function shows the probability of Small Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.48 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Small Cap will likely underperform. Additionally Small Cap Core has an alpha of 0.1585, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Small Cap Price Density |
| Price |
Predictive Modules for Small Cap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Small Cap Core. 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.Small Cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Small Cap is not an exception. The market had few large corrections towards the Small Cap's 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 Small Cap Core, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Small Cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 1.48 | |
σ | Overall volatility | 0.89 | |
Ir | Information ratio | 0.1 |
Small Cap 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 Small Cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Small Cap Core can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Small Cap Fundamentals Growth
Small Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Small Cap, and Small Cap 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 Small Mutual Fund performance.
| Total Asset | 911.01 M | |||
About Small Cap Performance
Evaluating Small Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Small Cap 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 Small Cap 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 Portfolio invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small-capitalization companies or other securities or instruments with similar economic characteristics, including derivatives related to equity securities.Things to note about Small Cap Core performance evaluation
Checking the ongoing alerts about Small Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Small Cap Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Small Cap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Small Cap's mutual fund performance include:- Analyzing Small Cap'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 Small Cap's stock is overvalued or undervalued compared to its peers.
- Examining Small Cap'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 Small Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Small Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Small Cap's mutual fund. These opinions can provide insight into Small Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Cap security.
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |