Simt Real Estate Fund Manager Performance Evaluation
| SEIRX Fund | USD 17.42 0.12 0.69% |
The entity has a beta of 0.23, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simt Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Real is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Real Estate are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Simt Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3600 |
Simt |
Simt Real Relative Risk vs. Return Landscape
If you would invest 1,676 in Simt Real Estate on August 24, 2024 and sell it today you would earn a total of 66.00 from holding Simt Real Estate or generate 3.94% return on investment over 90 days. Simt Real Estate is currently producing 0.0637% returns and takes up 0.8229% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Simt, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Real Current Valuation
Fairly Valued
Today
Please note that Simt Real's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Simt Real Estate has a current Real Value of $17.35 per share. The regular price of the fund is $17.42. We determine the value of Simt Real Estate 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 Simt Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Real'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 17.42 | Real 17.35 | Hype 17.42 | Naive 17.46 |
The intrinsic value of Simt Real'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 Simt Real'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 Simt Real Estate helps investors to forecast how Simt 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 Simt Real more accurately as focusing exclusively on Simt Real's fundamentals will not take into account other important factors: Simt Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Real Estate, and traders can use it to determine the average amount a Simt Real'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 = 0.0774
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| Cash | SEIRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Simt Real is performing at about 6% 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 Simt Real by adding it to a well-diversified portfolio.
Simt Real Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Real, and Simt Real 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 Simt Mutual Fund performance.
| Price To Earning | 40.22 X | |||
| Price To Book | 2.52 X | |||
| Price To Sales | 6.99 X | |||
| Total Asset | 128.81 M | |||
About Simt Real Performance
Evaluating Simt Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Real 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 Simt Real 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 equity securities of real estate companies , convertible securities and preferred stocks of real estate investment trusts and real estate operating companies . Generally, it will invest in real estate companies operating in the United States.Things to note about Simt Real Estate performance evaluation
Checking the ongoing alerts about Simt Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Simt Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Real's mutual fund performance include:- Analyzing Simt Real'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 Simt Real's stock is overvalued or undervalued compared to its peers.
- Examining Simt Real'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 Simt Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Real's mutual fund. These opinions can provide insight into Simt Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Real financial ratios help investors to determine whether Simt 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 Simt with respect to the benefits of owning Simt Real security.
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