Sarofim Equity Fund Manager Performance Evaluation
| SRFMX Fund | USD 16.96 0.04 0.24% |
The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sarofim Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sarofim Equity is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Sarofim Equity are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Sarofim Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7000 |
Sarofim |
Sarofim Equity Relative Risk vs. Return Landscape
If you would invest 1,659 in Sarofim Equity on August 24, 2024 and sell it today you would earn a total of 37.00 from holding Sarofim Equity or generate 2.23% return on investment over 90 days. Sarofim Equity is currently producing 0.037% returns and takes up 0.7185% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Sarofim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sarofim Equity Current Valuation
Fairly Valued
Today
Please note that Sarofim Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sarofim Equity has a current Real Value of $16.86 per share. The regular price of the fund is $16.96. We determine the value of Sarofim Equity 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 Sarofim Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sarofim Mutual Fund. However, Sarofim Equity'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 16.96 | Real 16.86 | Hype 16.92 | Naive 16.72 |
The intrinsic value of Sarofim Equity'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 Sarofim Equity'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 Sarofim Equity helps investors to forecast how Sarofim 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 Sarofim Equity more accurately as focusing exclusively on Sarofim Equity's fundamentals will not take into account other important factors: Sarofim Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sarofim Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sarofim Equity, and traders can use it to determine the average amount a Sarofim Equity'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 = 0.0515
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SRFMX |
Estimated Market Risk
| 0.72 actual daily | 6 94% 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 | 4 96% of assets perform better |
Based on monthly moving average Sarofim Equity is performing at about 4% 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 Sarofim Equity by adding it to a well-diversified portfolio.
Sarofim Equity Fundamentals Growth
Sarofim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sarofim Equity, and Sarofim Equity 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 Sarofim Mutual Fund performance.
| Price To Earning | 19.33 X | |||
| Price To Book | 3.01 X | |||
| Price To Sales | 2.55 X | |||
| Total Asset | 129.78 M | |||
About Sarofim Equity Performance
Evaluating Sarofim Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sarofim Equity 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 Sarofim Equity 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25 percent of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts . It focuses on companies with market capitalizations exceeding 5 billion at the time of purchase.Things to note about Sarofim Equity performance evaluation
Checking the ongoing alerts about Sarofim Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sarofim Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sarofim Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sarofim Equity's mutual fund performance include:- Analyzing Sarofim Equity'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 Sarofim Equity's stock is overvalued or undervalued compared to its peers.
- Examining Sarofim Equity'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 Sarofim Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sarofim Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sarofim Equity's mutual fund. These opinions can provide insight into Sarofim Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sarofim Mutual Fund
Sarofim Equity financial ratios help investors to determine whether Sarofim 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 Sarofim with respect to the benefits of owning Sarofim Equity security.
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