Smallcap World Fund Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Smallcap World are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Smallcap World Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Smallcap World is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreSmallcap |
Smallcap World Relative Risk vs. Return Landscape
If you would invest (100.00) in Smallcap World Fund on September 3, 2024 and sell it today you would earn a total of 100.00 from holding Smallcap World Fund or generate -100.0% return on investment over 90 days. Smallcap World Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Smallcap, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Smallcap World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Smallcap World's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Smallcap World Fund, and traders can use it to determine the average amount a Smallcap World'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 = 0.0
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Based on monthly moving average Smallcap World 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 Smallcap World by adding Smallcap World to a well-diversified portfolio.
Smallcap World Fundamentals Growth
Smallcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Smallcap World, and Smallcap World 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 Smallcap Mutual Fund performance.
| Price To Earning | 23.35 X | |||
| Price To Book | 2.39 X | |||
| Price To Sales | 1.56 X | |||
Things to note about Smallcap World performance evaluation
Checking the ongoing alerts about Smallcap World for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Smallcap World help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Smallcap World is not yet fully synchronised with the market data | |
| Smallcap World has some characteristics of a very speculative penny stock | |
| Smallcap World has a very high chance of going through financial distress in the upcoming years | |
| The fund generated five year return of 0.0% | |
| Smallcap World maintains 87.74% of its assets in stocks |
- Analyzing Smallcap World'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 Smallcap World's stock is overvalued or undervalued compared to its peers.
- Examining Smallcap World'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 Smallcap World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Smallcap World's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Smallcap World's mutual fund. These opinions can provide insight into Smallcap World'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 bureau of labor statistics. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Other Consideration for investing in Smallcap Mutual Fund
If you are still planning to invest in Smallcap World 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 Smallcap World's history and understand the potential risks before investing.
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