Simt Multi Strategy Alternative Fund Manager Performance Evaluation
| SMSAX Fund | USD 9.09 0.05 0.55% |
The entity has a beta of 0.0774, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simt Multi-strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Multi-strategy is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Simt Multi Strategy Alternative has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Simt Multi-strategy 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 January 2023 |
Simt |
Simt Multi-strategy Relative Risk vs. Return Landscape
If you would invest 949.00 in Simt Multi Strategy Alternative on January 8, 2025 and sell it today you would lose (40.00) from holding Simt Multi Strategy Alternative or give up 4.21% of portfolio value over 90 days. Simt Multi Strategy Alternative is currently producing negative expected returns and takes up 0.3955% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Simt, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Multi-strategy Current Valuation
Fairly Valued
Today
Please note that Simt Multi-strategy's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Simt Multi Strategy has a current Real Value of $9.15 per share. The regular price of the fund is $9.09. We determine the value of Simt Multi Strategy 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 Multi-strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Multi-strategy'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 9.09 | Real 9.15 | Hype 9.09 | Naive 8.99 |
The intrinsic value of Simt Multi-strategy'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 Multi-strategy'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 Multi Strategy Alternative 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 Multi-strategy more accurately as focusing exclusively on Simt Multi-strategy's fundamentals will not take into account other important factors: Simt Multi-strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Multi-strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Multi Strategy Alternative, and traders can use it to determine the average amount a Simt Multi-strategy'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 = -0.1765
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SMSAX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Simt Multi-strategy 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 Simt Multi-strategy by adding Simt Multi-strategy to a well-diversified portfolio.
Simt Multi-strategy Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Multi-strategy, and Simt Multi-strategy 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 | 19.61 X | ||||
| Price To Book | 2.21 X | ||||
| Price To Sales | 1.06 X | ||||
| Total Asset | 367.62 M | ||||
About Simt Multi-strategy Performance
Evaluating Simt Multi-strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Multi-strategy 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 Multi-strategy 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 advisor employs a strategy intended to generate an absolute return in various market cycles with reduced correlation to the stock and bond markets. The fund allocates its assets among a variety of investment strategies through the use of affiliated and unaffiliated funds, including open-end funds, closed-end funds and exchange traded funds andor one or more investment sub-advisers .Things to note about Simt Multi Strategy performance evaluation
Checking the ongoing alerts about Simt Multi-strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Multi Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Simt Multi Strategy generated a negative expected return over the last 90 days | |
| The fund maintains about 39.23% of its assets in cash |
- Analyzing Simt Multi-strategy'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 Multi-strategy's stock is overvalued or undervalued compared to its peers.
- Examining Simt Multi-strategy'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 Multi-strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Multi-strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Multi-strategy's mutual fund. These opinions can provide insight into Simt Multi-strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Multi-strategy 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 Multi-strategy security.
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