Smart Diversification Manager Performance
| SMDFXDelisted Fund | USD 12.05 0.00 0.00% |
The entity has a beta of -0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Smart Diversification are expected to decrease at a much lower rate. During the bear market, Smart Diversification is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
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Very Weak
Over the last 90 days Smart Diversification has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Smart Diversification is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6600 |
Smart |
Smart Diversification Relative Risk vs. Return Landscape
If you would invest 1,205 in Smart Diversification on August 30, 2024 and sell it today you would earn a total of 0.00 from holding Smart Diversification or generate 0.0% return on investment over 90 days. Smart Diversification is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Smart, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Smart Diversification Current Valuation
Overvalued
Today
Please note that Smart Diversification's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Smart Diversification has a current Real Value of $11.08 per share. The regular price of the fund is $12.05. We determine the value of Smart Diversification 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 Smart Diversification is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Smart Mutual Fund. However, Smart Diversification'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 12.05 | Real 11.08 | Hype 12.05 |
The intrinsic value of Smart Diversification'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 Smart Diversification'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 Smart Diversification helps investors to forecast how Smart 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 Smart Diversification more accurately as focusing exclusively on Smart Diversification's fundamentals will not take into account other important factors: Smart Diversification Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Smart Diversification's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Smart Diversification, and traders can use it to determine the average amount a Smart Diversification'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 = 0.0
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| SMDFX |
Based on monthly moving average Smart Diversification 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 Smart Diversification by adding Smart Diversification to a well-diversified portfolio.
Smart Diversification Fundamentals Growth
Smart Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Smart Diversification, and Smart Diversification 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 Smart Mutual Fund performance.
| Total Asset | 33.38 M | |||
About Smart Diversification Performance
Evaluating Smart Diversification's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Smart Diversification 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 Smart Diversification 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 seeks to meet its investment objective by investing under normal market conditions at least 80 percent of its assets measured at the time of purchase, in exchange-traded funds that invest in domestic and foreign equity securities of all market capitalizations, fixed-income securities of any credit quality, commodities , real estate investment trusts and cash or cash equivalents. Smart Diversification is traded on NASDAQ Exchange in the United States.Things to note about Smart Diversification performance evaluation
Checking the ongoing alerts about Smart Diversification for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Smart Diversification help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Smart Diversification is not yet fully synchronised with the market data | |
| Smart Diversification has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of 0.0% | |
| Smart Diversification maintains about 8.13% of its assets in cash |
- Analyzing Smart Diversification'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 Smart Diversification's stock is overvalued or undervalued compared to its peers.
- Examining Smart Diversification'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 Smart Diversification's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Smart Diversification's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Smart Diversification's mutual fund. These opinions can provide insight into Smart Diversification's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Other Consideration for investing in Smart Mutual Fund
If you are still planning to invest in Smart Diversification check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Smart Diversification's history and understand the potential risks before investing.
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