Simt Small Cap Fund Manager Performance Evaluation
| SESVX Fund | USD 28.50 0.49 1.75% |
The entity has a beta of 1.55, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Simt Small will likely underperform.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Small Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Simt Small 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 | 1.1400 |
Simt |
Simt Small Relative Risk vs. Return Landscape
If you would invest 2,651 in Simt Small Cap on August 26, 2024 and sell it today you would earn a total of 199.00 from holding Simt Small Cap or generate 7.51% return on investment over 90 days. Simt Small Cap is currently producing 0.1198% returns and takes up 1.3197% volatility of returns over 90 trading days. Put another way, 11% 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 Small Current Valuation
Fairly Valued
Today
Please note that Simt Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Simt Small Cap has a current Real Value of $28.09 per share. The regular price of the fund is $28.5. We determine the value of Simt Small 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Small'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 28.5 | Real 28.09 | Hype 28.5 | Naive 27.69 |
The intrinsic value of Simt Small'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 Small'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 Small 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 Small more accurately as focusing exclusively on Simt Small's fundamentals will not take into account other important factors: Simt Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Small Cap, and traders can use it to determine the average amount a Simt Small'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 = 0.0908
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SESVX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Simt Small is performing at about 7% 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 Small by adding it to a well-diversified portfolio.
Simt Small Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Small, and Simt Small 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 | 16.59 X | ||||
| Price To Book | 1.37 X | ||||
| Price To Sales | 0.73 X | ||||
| Total Asset | 306.84 M | ||||
About Simt Small Performance
Evaluating Simt Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Small 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 Small 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 small companies. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital.Things to note about Simt Small Cap performance evaluation
Checking the ongoing alerts about Simt Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Small 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 Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Small's mutual fund performance include:- Analyzing Simt Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Simt Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Small's mutual fund. These opinions can provide insight into Simt Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Small 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 Small security.
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