Sp 500 Index Fund Manager Performance Evaluation
| SPFIX Fund | USD 84.71 0.29 0.34% |
The entity owns a Beta (Systematic Risk) of 0.85, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sp 500's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sp 500 is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Sp 500 Index are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Sp 500 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 | 1st of January 2023 | |
| Expense Ratio | 0.4100 |
SPFIX |
Sp 500 Relative Risk vs. Return Landscape
If you would invest 7,953 in Sp 500 Index on August 25, 2024 and sell it today you would earn a total of 518.00 from holding Sp 500 Index or generate 6.51% return on investment over 90 days. Sp 500 Index is currently producing 0.1% returns and takes up 0.7702% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than SPFIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sp 500 Current Valuation
Fairly Valued
Today
Please note that Sp 500's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sp 500 Index owns a latest Real Value of $83.75 per share. The recent price of the fund is $84.71. We determine the value of Sp 500 Index 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 future time, mutual fund prices and their ongoing real values will merge together.
Since Sp 500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SPFIX Mutual Fund. However, Sp 500'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 84.71 | Real 83.75 | Hype 84.71 | Naive 83.89 |
The intrinsic value of Sp 500'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 Sp 500'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 Sp 500 Index helps investors to forecast how SPFIX 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 Sp 500 more accurately as focusing exclusively on Sp 500's fundamentals will not take into account other important factors: Sp 500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sp 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sp 500 Index, and traders can use it to determine the average amount a Sp 500'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 = 0.1299
| Best Portfolio | Best Equity | |||
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| Cash | SPFIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Sp 500 is performing at about 10% of its full potential. 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 Sp 500 by adding it to a well-diversified portfolio.
Sp 500 Fundamentals Growth
SPFIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sp 500, and Sp 500 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 SPFIX Mutual Fund performance.
| Price To Earning | 19.08 X | ||||
| Price To Book | 2.70 X | ||||
| Price To Sales | 1.84 X | ||||
| Total Asset | 229.6 M | ||||
About Sp 500 Performance
Evaluating Sp 500's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sp 500 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 Sp 500 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 SP 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The funds policy to invest at least 80 percent of its total assets in the underlying stocks of the index.Things to note about Sp 500 Index performance evaluation
Checking the ongoing alerts about Sp 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sp 500 Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sp 500's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sp 500's mutual fund performance include:- Analyzing Sp 500'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 Sp 500's stock is overvalued or undervalued compared to its peers.
- Examining Sp 500'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 Sp 500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sp 500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sp 500's mutual fund. These opinions can provide insight into Sp 500's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SPFIX Mutual Fund
Sp 500 financial ratios help investors to determine whether SPFIX 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 SPFIX with respect to the benefits of owning Sp 500 security.
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