Smead Value Fund Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Smead Value are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Smead Value Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Smead Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Smead Value Relative Risk vs. Return Landscape
If you would invest (100.00) in Smead Value Fund on September 12, 2024 and sell it today you would earn a total of 100.00 from holding Smead Value Fund or generate -100.0% return on investment over 90 days. Smead Value Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Smead, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Smead Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Smead Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Smead Value Fund, and traders can use it to determine the average amount a Smead Value'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 = 0.0
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Based on monthly moving average Smead Value 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 Smead Value by adding Smead Value to a well-diversified portfolio.
Smead Value Fundamentals Growth
Smead Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Smead Value, and Smead Value 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 Smead Mutual Fund performance.
| Total Asset | 1.17 B | |||
Things to note about Smead Value Fund performance evaluation
Checking the ongoing alerts about Smead Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Smead Value Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Smead Value Fund is not yet fully synchronised with the market data | |
| Smead Value Fund has some characteristics of a very speculative penny stock | |
| Smead Value Fund has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 5.22% of its assets in cash |
- Analyzing Smead Value'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 Smead Value's stock is overvalued or undervalued compared to its peers.
- Examining Smead Value'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 Smead Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Smead Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Smead Value's mutual fund. These opinions can provide insight into Smead Value's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Other Consideration for investing in Smead Mutual Fund
If you are still planning to invest in Smead Value Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Smead Value's history and understand the potential risks before investing.
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