Sentinel Small Pany Fund Manager Performance Evaluation
| SSCOX Fund | USD 6.53 0.08 1.24% |
The entity has a beta of 1.24, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Sentinel Small will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Sentinel Small Pany are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Sentinel Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 1.9700 |
Sentinel |
Sentinel Small Relative Risk vs. Return Landscape
If you would invest 609.00 in Sentinel Small Pany on August 26, 2024 and sell it today you would earn a total of 44.00 from holding Sentinel Small Pany or generate 7.22% return on investment over 90 days. Sentinel Small Pany is currently producing 0.1128% returns and takes up 1.0581% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Sentinel, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sentinel Small Current Valuation
Fairly Valued
Today
Please note that Sentinel Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Sentinel Small Pany has a current Real Value of $6.46 per share. The regular price of the fund is $6.53. We determine the value of Sentinel Small Pany 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 Sentinel Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sentinel Mutual Fund. However, Sentinel 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 6.53 | Real 6.46 | Hype 6.53 | Naive 6.32 |
The intrinsic value of Sentinel 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 Sentinel 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 Sentinel Small Pany helps investors to forecast how Sentinel 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 Sentinel Small more accurately as focusing exclusively on Sentinel Small's fundamentals will not take into account other important factors: Sentinel Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sentinel Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sentinel Small Pany, and traders can use it to determine the average amount a Sentinel Small'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 = 0.1066
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SSCOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Sentinel Small is performing at about 8% 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 Sentinel Small by adding it to a well-diversified portfolio.
Sentinel Small Fundamentals Growth
Sentinel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sentinel Small, and Sentinel 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 Sentinel Mutual Fund performance.
| Price To Earning | 20.55 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.15 X | ||||
| Total Asset | 15.99 M | ||||
About Sentinel Small Performance
Evaluating Sentinel Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sentinel 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 Sentinel 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.
The fund invests at least 80 percent of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.Things to note about Sentinel Small Pany performance evaluation
Checking the ongoing alerts about Sentinel Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sentinel Small Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sentinel Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sentinel Small's mutual fund performance include:- Analyzing Sentinel 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 Sentinel Small's stock is overvalued or undervalued compared to its peers.
- Examining Sentinel 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 Sentinel Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sentinel Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sentinel Small's mutual fund. These opinions can provide insight into Sentinel Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sentinel Mutual Fund
Sentinel Small financial ratios help investors to determine whether Sentinel 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 Sentinel with respect to the benefits of owning Sentinel Small security.
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