Investment Quality Bond Fund Manager Performance Evaluation
| SIBPX Fund | USD 9.27 0.01 0.11% |
The fund retains a Market Volatility (i.e., Beta) of -0.0671, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Investment Quality are expected to decrease at a much lower rate. During the bear market, Investment Quality is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Investment Quality Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Investment Quality 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 | 28th of December 2022 | |
| Expense Ratio | 1.5000 |
Investment |
Investment Quality Relative Risk vs. Return Landscape
If you would invest 944.00 in Investment Quality Bond on August 25, 2024 and sell it today you would lose (17.00) from holding Investment Quality Bond or give up 1.8% of portfolio value over 90 days. Investment Quality Bond is currently producing negative expected returns and takes up 0.2501% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Investment, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investment Quality Current Valuation
Fairly Valued
Today
Please note that Investment Quality's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Investment Quality Bond retains a regular Real Value of $9.3 per share. The prevalent price of the fund is $9.27. We determine the value of Investment Quality Bond from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Investment Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Investment Mutual Fund. However, Investment Quality'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 9.27 | Real 9.3 | Hype 9.27 | Naive 9.27 |
The intrinsic value of Investment Quality'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 Investment Quality'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 Investment Quality Bond helps investors to forecast how Investment 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 Investment Quality more accurately as focusing exclusively on Investment Quality's fundamentals will not take into account other important factors: Investment Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investment Quality's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Investment Quality Bond, and traders can use it to determine the average amount a Investment Quality'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 = -0.1123
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SIBPX |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Investment Quality 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 Investment Quality by adding Investment Quality to a well-diversified portfolio.
Investment Quality Fundamentals Growth
Investment Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Investment Quality, and Investment Quality 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 Investment Mutual Fund performance.
| Total Asset | 10.81 M | ||||
About Investment Quality Performance
Evaluating Investment Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Investment Quality 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 Investment Quality 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 investment seeks current income and reasonable stability of principal. Saratoga Investment is traded on NASDAQ Exchange in the United States.Things to note about Investment Quality Bond performance evaluation
Checking the ongoing alerts about Investment Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Investment Quality Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investment Quality generated a negative expected return over the last 90 days | |
| The fund maintains about 16.4% of its assets in cash |
- Analyzing Investment Quality'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 Investment Quality's stock is overvalued or undervalued compared to its peers.
- Examining Investment Quality'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 Investment Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investment Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Investment Quality's mutual fund. These opinions can provide insight into Investment Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Investment Mutual Fund
Investment Quality financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment Quality security.
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