Simt Mid Cap Fund Manager Performance Evaluation
| SEMCX Fund | USD 34.16 0.37 1.07% |
The entity has a beta of 0.0884, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simt Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Mid is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Mid Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Simt Mid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 0.9800 |
Simt |
Simt Mid Relative Risk vs. Return Landscape
If you would invest 3,166 in Simt Mid Cap on August 25, 2024 and sell it today you would earn a total of 250.00 from holding Simt Mid Cap or generate 7.9% return on investment over 90 days. Simt Mid Cap is currently producing 0.12% returns and takes up 0.7839% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Simt, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Mid Current Valuation
Fairly Valued
Today
Please note that Simt Mid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Simt Mid Cap has a current Real Value of $33.74 per share. The regular price of the fund is $34.16. We determine the value of Simt Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Mid'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 34.16 | Real 33.74 | Hype 34.16 | Naive 33.68 |
The intrinsic value of Simt Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Simt Mid's fundamentals will not take into account other important factors: Simt Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Mid Cap, and traders can use it to determine the average amount a Simt Mid'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 = 0.1531
| Best Portfolio | Best Equity | |||
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| Cash | SEMCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Simt Mid is performing at about 12% 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 Mid by adding it to a well-diversified portfolio.
Simt Mid Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Mid, and Simt Mid 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 | 17.01 X | ||||
| Price To Book | 2.18 X | ||||
| Price To Sales | 1.07 X | ||||
| Total Asset | 73.82 M | ||||
About Simt Mid Performance
Evaluating Simt Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Mid 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 Mid 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 medium-sized companies. In managing the funds assets, the Sub-Advisers select stocks of companies that have low price-earnings and price-book ratios, but that also have high sustainable growth levels and the probability of high positive earnings revisions.Things to note about Simt Mid Cap performance evaluation
Checking the ongoing alerts about Simt Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Simt Mid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Mid's mutual fund performance include:- Analyzing Simt Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Simt Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Mid's mutual fund. These opinions can provide insight into Simt Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Mid 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 Mid security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |