Simt Small Cap Fund Manager Performance Evaluation
| SLLAX Fund | USD 13.55 0.01 0.07% |
The entity has a beta of 0.95, which indicates possible diversification benefits within a given portfolio. Simt Small returns are very sensitive to returns on the market. As the market goes up or down, Simt Small is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Small Cap are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Simt Small showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 1.0700 |
Simt |
Simt Small Relative Risk vs. Return Landscape
If you would invest 1,097 in Simt Small Cap on November 7, 2025 and sell it today you would earn a total of 258.00 from holding Simt Small Cap or generate 23.52% return on investment over 90 days. Simt Small Cap is currently producing 0.3595% returns and takes up 1.6361% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Simt, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Small Current Valuation
Undervalued
Today
Please note that Simt Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Simt Small Cap has a current Real Value of $14.33 per share. The regular price of the fund is $13.55. 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 13.55 | Real 14.33 | Hype 13.51 | Naive 13.61 |
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 Target Price Odds to finish over Current Price
The tendency of Simt Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.55 | 90 days | 13.55 | about 9.81 |
Based on a normal probability distribution, the odds of Simt Small to move above the current price in 90 days from now is about 9.81 (This Simt Small Cap probability density function shows the probability of Simt Mutual Fund to fall within a particular range of prices over 90 days) .
Simt Small Price Density |
| Price |
Predictive Modules for Simt Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Simt Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Simt Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Simt Small is not an exception. The market had few large corrections towards the Simt Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Simt Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Simt Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.26 | |
β | Beta against Dow Jones | 0.95 | |
σ | Overall volatility | 1.06 | |
Ir | Information ratio | 0.16 |
Simt Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Simt Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Simt Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.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 | 21.97 X | ||||
| Price To Book | 1.67 X | ||||
| Price To Sales | 0.85 X | ||||
| Total Asset | 423.9 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, including exchange-traded funds based on small capitalization indexes and securities of real estate investment trusts . For purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index, as determined at the time of purchase.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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