Simt Tax Managed Smallmid Fund Manager Performance Evaluation
| STMPX Fund | USD 25.21 0.08 0.32% |
The entity has a beta of 1.05, which indicates a somewhat significant risk relative to the market. Simt Tax-managed returns are very sensitive to returns on the market. As the market goes up or down, Simt Tax-managed is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Tax Managed Smallmid are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Simt Tax-managed showed solid returns over the last few months and may actually be approaching a breakup point.
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Simt Tax-managed Relative Risk vs. Return Landscape
If you would invest 2,204 in Simt Tax Managed Smallmid on November 6, 2025 and sell it today you would earn a total of 317.00 from holding Simt Tax Managed Smallmid or generate 14.38% return on investment over 90 days. Simt Tax Managed Smallmid is currently producing 0.2297% returns and takes up 1.0627% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Simt, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Tax-managed Current Valuation
Undervalued
Today
Please note that Simt Tax-managed's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Simt Tax Managed has a current Real Value of $26.97 per share. The regular price of the fund is $25.21. We determine the value of Simt Tax Managed 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 Tax-managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Tax-managed'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 25.21 | Real 26.97 | Hype 25.21 | Naive 24.99 |
The intrinsic value of Simt Tax-managed'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 Tax-managed'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 Tax Managed Smallmid 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 Tax-managed more accurately as focusing exclusively on Simt Tax-managed's fundamentals will not take into account other important factors: Simt Tax-managed Target Price Odds to finish over Current Price
The tendency of Simt Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 25.21 | 90 days | 25.21 | about 10.6 |
Based on a normal probability distribution, the odds of Simt Tax-managed to move above the current price in 90 days from now is about 10.6 (This Simt Tax Managed Smallmid probability density function shows the probability of Simt Mutual Fund to fall within a particular range of prices over 90 days) .
Simt Tax-managed Price Density |
| Price |
Predictive Modules for Simt Tax-managed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Simt Tax Managed. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Simt Tax-managed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Simt Tax-managed is not an exception. The market had few large corrections towards the Simt Tax-managed's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Simt Tax Managed Smallmid, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Simt Tax-managed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 1.05 | |
σ | Overall volatility | 1.25 | |
Ir | Information ratio | 0.11 |
Simt Tax-managed Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Simt Tax-managed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Simt Tax Managed can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Simt Tax-managed Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Tax-managed, and Simt Tax-managed 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.
| Total Asset | 862.91 M | |||
About Simt Tax-managed Performance
Evaluating Simt Tax-managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Tax-managed 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 Tax-managed 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 will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. The funds investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.Things to note about Simt Tax Managed performance evaluation
Checking the ongoing alerts about Simt Tax-managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Tax Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Simt Tax-managed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Tax-managed's mutual fund performance include:- Analyzing Simt Tax-managed'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 Tax-managed's stock is overvalued or undervalued compared to its peers.
- Examining Simt Tax-managed'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 Tax-managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Tax-managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Tax-managed's mutual fund. These opinions can provide insight into Simt Tax-managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Tax-managed 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 Tax-managed security.
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