Sextant Global High Fund Manager Performance Evaluation
| SGHIX Fund | USD 10.89 0.01 0.09% |
The entity has a beta of 0.0634, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sextant Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sextant Global is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Sextant Global High has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Sextant Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of March 2023 | |
| Expense Ratio | 0.7500 |
Sextant |
Sextant Global Relative Risk vs. Return Landscape
If you would invest 1,106 in Sextant Global High on September 14, 2024 and sell it today you would lose (17.00) from holding Sextant Global High or give up 1.54% of portfolio value over 90 days. Sextant Global High is currently producing negative expected returns and takes up 0.4452% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Sextant, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sextant Global Current Valuation
Fairly Valued
Today
Please note that Sextant Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sextant Global High has a current Real Value of $10.92 per share. The regular price of the fund is $10.89. We determine the value of Sextant Global High 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 Sextant Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sextant Mutual Fund. However, Sextant Global'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 10.89 | Real 10.92 | Hype 10.89 | Naive 10.89 |
The intrinsic value of Sextant Global'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 Sextant Global'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 Sextant Global High helps investors to forecast how Sextant 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 Sextant Global more accurately as focusing exclusively on Sextant Global's fundamentals will not take into account other important factors: Sextant Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sextant Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sextant Global High, and traders can use it to determine the average amount a Sextant Global'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 = -0.053
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SGHIX |
Estimated Market Risk
| 0.45 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sextant Global 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 Sextant Global by adding Sextant Global to a well-diversified portfolio.
Sextant Global Fundamentals Growth
Sextant Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sextant Global, and Sextant Global 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 Sextant Mutual Fund performance.
| Price To Earning | 17.04 X | ||||
| Price To Book | 1.51 X | ||||
| Price To Sales | 1.31 X | ||||
About Sextant Global Performance
Evaluating Sextant Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sextant Global 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 Sextant Global 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.
The fund invests at least 80 percent of its net assets in a globally diversified portfolio of income-producing debt and equity securities, including preferred stocks, depositary receipts, and high-yield bonds . The fund normally invests its assets no more than 50 percent in common stocks, no more than 50 percent in securities of U.S. issuers, no more than 50 percent in bonds rated A3 or higher, no more than 33 percent in securities of emerging market issuers.Things to note about Sextant Global High performance evaluation
Checking the ongoing alerts about Sextant Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sextant Global High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sextant Global High generated a negative expected return over the last 90 days | |
| The fund maintains about 12.85% of its assets in cash |
- Analyzing Sextant Global'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 Sextant Global's stock is overvalued or undervalued compared to its peers.
- Examining Sextant Global'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 Sextant Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sextant Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sextant Global's mutual fund. These opinions can provide insight into Sextant Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sextant Mutual Fund
Sextant Global financial ratios help investors to determine whether Sextant 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 Sextant with respect to the benefits of owning Sextant Global security.
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