Sei Insti Mgd Fund Manager Performance Evaluation
| SCXIX Fund | USD 9.52 0.09 0.95% |
The entity has a beta of -0.0663, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sei Insti are expected to decrease at a much lower rate. During the bear market, Sei Insti is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Sei Insti Mgd has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Sei Insti is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8800 |
Sei |
Sei Insti Relative Risk vs. Return Landscape
If you would invest 965.00 in Sei Insti Mgd on August 28, 2024 and sell it today you would lose (13.00) from holding Sei Insti Mgd or give up 1.35% of portfolio value over 90 days. Sei Insti Mgd is currently producing negative expected returns and takes up 0.3297% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Sei, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sei Insti Current Valuation
Overvalued
Today
Please note that Sei Insti's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sei Insti Mgd has a current Real Value of $9.16 per share. The regular price of the fund is $9.52. We determine the value of Sei Insti Mgd 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 Sei Insti is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sei Mutual Fund. However, Sei Insti'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 9.52 | Real 9.16 | Hype 9.52 | Naive 9.5 |
The intrinsic value of Sei Insti'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 Sei Insti'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 Sei Insti Mgd helps investors to forecast how Sei 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 Sei Insti more accurately as focusing exclusively on Sei Insti's fundamentals will not take into account other important factors: Sei Insti Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sei Insti's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sei Insti Mgd, and traders can use it to determine the average amount a Sei Insti'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 = -0.0636
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCXIX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sei Insti 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 Sei Insti by adding Sei Insti to a well-diversified portfolio.
Sei Insti Fundamentals Growth
Sei Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sei Insti, and Sei Insti 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 Sei Mutual Fund performance.
| Total Asset | 3.82 B | ||||
About Sei Insti Performance
Evaluating Sei Insti's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sei Insti 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 Sei Insti 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in fixed income securities. It will invest primarily in investment and non-investment grade U.S. corporate and government fixed income securities, including asset-backed securities, mortgage dollar rolls, mortgage-backed securities and securities issued or guaranteed by the U.S. government and its agencies and instrumentalities.Things to note about Sei Insti Mgd performance evaluation
Checking the ongoing alerts about Sei Insti for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sei Insti Mgd help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sei Insti Mgd generated a negative expected return over the last 90 days | |
| Sei Insti Mgd generated five year return of -1.0% | |
| This fund maintains about 7.19% of its assets in bonds |
- Analyzing Sei Insti'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 Sei Insti's stock is overvalued or undervalued compared to its peers.
- Examining Sei Insti'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 Sei Insti's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sei Insti's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sei Insti's mutual fund. These opinions can provide insight into Sei Insti's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sei Mutual Fund
Sei Insti financial ratios help investors to determine whether Sei 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 Sei with respect to the benefits of owning Sei Insti security.
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