Small Pany Value Manager Performance
| SCVFXDelisted Fund | USD 29.51 0.00 0.00% |
The entity has a beta of -0.36, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Small Pany are expected to decrease at a much lower rate. During the bear market, Small Pany is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Small Pany Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Small Pany is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.9000 |
Small |
Small Pany Relative Risk vs. Return Landscape
If you would invest 2,978 in Small Pany Value on October 30, 2025 and sell it today you would lose (27.00) from holding Small Pany Value or give up 0.91% of portfolio value over 90 days. Small Pany Value is currently producing negative expected returns and takes up 0.6773% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Small, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Small Pany Current Valuation
Overvalued
Today
Please note that Small Pany's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Small Pany Value has a current Real Value of $27.45 per share. The regular price of the fund is $29.51. We determine the value of Small Pany Value 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 Pany is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Small Mutual Fund. However, Small Pany'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 29.51 | Real 27.45 | Hype 29.51 | Naive 29.45 |
The intrinsic value of Small Pany'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 Pany'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 Pany Value 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 Pany more accurately as focusing exclusively on Small Pany's fundamentals will not take into account other important factors: Small Pany 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 |
| 29.51 | 90 days | 29.51 | over 95.22 |
Based on a normal probability distribution, the odds of Small Pany to move above the current price in 90 days from now is over 95.22 (This Small Pany Value 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 Small Pany Value has a beta of -0.36. This usually implies as returns on the benchmark increase, returns on holding Small Pany are expected to decrease at a much lower rate. During a bear market, however, Small Pany Value is likely to outperform the market. Additionally Small Pany Value has an alpha of 0.0068, implying that it can generate a 0.006781 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Small Pany Price Density |
| Price |
Predictive Modules for Small Pany
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 Pany Value. 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 Pany Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Small Pany is not an exception. The market had few large corrections towards the Small Pany'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 Pany Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Small Pany within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.36 | |
σ | Overall volatility | 0.48 | |
Ir | Information ratio | -0.08 |
Small Pany 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 Pany for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Small Pany Value 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 Pany Value is not yet fully synchronised with the market data | |
| Small Pany Value generated a negative expected return over the last 90 days | |
| Small Pany Value has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: Unclaimed funds in New York Rochester and other local entities among those owed millions - WHEC.com | |
| The fund maintains 97.05% of its assets in stocks |
Small Pany Fundamentals Growth
Small Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Small Pany, and Small Pany 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.
| Price To Earning | 17.52 X | |||
| Price To Book | 1.40 X | |||
| Price To Sales | 0.87 X | |||
| Total Asset | 1.45 M | |||
About Small Pany Performance
Evaluating Small Pany's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Small Pany 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 Pany 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 invests at least 80 percent of its net assets in equity securities of small-capitalization companies. Wells Fargo is traded on NASDAQ Exchange in the United States.Things to note about Small Pany Value performance evaluation
Checking the ongoing alerts about Small Pany for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Small Pany Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Small Pany Value is not yet fully synchronised with the market data | |
| Small Pany Value generated a negative expected return over the last 90 days | |
| Small Pany Value has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: Unclaimed funds in New York Rochester and other local entities among those owed millions - WHEC.com | |
| The fund maintains 97.05% of its assets in stocks |
- Analyzing Small Pany'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 Pany's stock is overvalued or undervalued compared to its peers.
- Examining Small Pany'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 Pany's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Small Pany's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Small Pany's mutual fund. These opinions can provide insight into Small Pany's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Other Consideration for investing in Small Mutual Fund
If you are still planning to invest in Small Pany Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Small Pany's history and understand the potential risks before investing.
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