Seafarer Overseas Growth Fund Manager Performance Evaluation
| SIGIX Fund | USD 12.28 0.08 0.65% |
The entity has a beta of 0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Seafarer Overseas' returns are expected to increase less than the market. However, during the bear market, the loss of holding Seafarer Overseas is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Seafarer Overseas Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Seafarer Overseas 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 August 2022 | |
| Expense Ratio | 0.8600 |
Seafarer |
Seafarer Overseas Relative Risk vs. Return Landscape
If you would invest 1,258 in Seafarer Overseas Growth on August 31, 2024 and sell it today you would lose (30.00) from holding Seafarer Overseas Growth or give up 2.38% of portfolio value over 90 days. Seafarer Overseas Growth is currently producing negative expected returns and takes up 0.6709% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Seafarer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Seafarer Overseas Current Valuation
Fairly Valued
Today
Please note that Seafarer Overseas' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Seafarer Overseas Growth has a current Real Value of $12.36 per share. The regular price of the fund is $12.28. We determine the value of Seafarer Overseas Growth 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 Seafarer Overseas is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Seafarer Mutual Fund. However, Seafarer Overseas' 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 12.28 | Real 12.36 | Hype 12.28 | Naive 12.33 |
The intrinsic value of Seafarer Overseas' 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 Seafarer Overseas' 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 Seafarer Overseas Growth helps investors to forecast how Seafarer 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 Seafarer Overseas more accurately as focusing exclusively on Seafarer Overseas' fundamentals will not take into account other important factors: Seafarer Overseas Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Seafarer Overseas' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Seafarer Overseas Growth, and traders can use it to determine the average amount a Seafarer Overseas' 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 = -0.0538
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| Negative Returns | SIGIX |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 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 Seafarer Overseas 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 Seafarer Overseas by adding Seafarer Overseas to a well-diversified portfolio.
Seafarer Overseas Fundamentals Growth
Seafarer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Seafarer Overseas, and Seafarer Overseas 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 Seafarer Mutual Fund performance.
| Price To Earning | 15.52 X | ||||
| Price To Book | 1.81 X | ||||
| Price To Sales | 1.82 X | ||||
| Total Asset | 2.22 B | ||||
About Seafarer Overseas Performance
Evaluating Seafarer Overseas' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Seafarer Overseas 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 Seafarer Overseas 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 market conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its total assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies , foreign governments and their agencies, where total assets means net assets, plus the amount of any borrowings for investment purposes.Things to note about Seafarer Overseas Growth performance evaluation
Checking the ongoing alerts about Seafarer Overseas for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Seafarer Overseas Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Seafarer Overseas generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Seafarer Overseas Growth maintains about 5.22% of its assets in cash |
- Analyzing Seafarer Overseas' 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 Seafarer Overseas' stock is overvalued or undervalued compared to its peers.
- Examining Seafarer Overseas' 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 Seafarer Overseas' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Seafarer Overseas' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Seafarer Overseas' mutual fund. These opinions can provide insight into Seafarer Overseas' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Seafarer Mutual Fund
Seafarer Overseas financial ratios help investors to determine whether Seafarer 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 Seafarer with respect to the benefits of owning Seafarer Overseas security.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |