Snow Capital Opportunity Fund Manager Performance Evaluation
| SNOIX Fund | USD 33.58 0.13 0.39% |
The entity has a beta of 0.77, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Snow Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Snow Capital is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Snow Capital Opportunity are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Snow Capital 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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| Expense Ratio Date | 28th of June 2021 | |
| Expense Ratio | 1.3600 |
Snow |
Snow Capital Relative Risk vs. Return Landscape
If you would invest 3,283 in Snow Capital Opportunity on January 30, 2024 and sell it today you would earn a total of 75.00 from holding Snow Capital Opportunity or generate 2.28% return on investment over 90 days. Snow Capital Opportunity is currently producing 0.0377% returns and takes up 0.6096% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Snow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Snow Capital Current Valuation
Fairly Valued
Today
Please note that Snow Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Snow Capital Opportunity has a current Real Value of $33.51 per share. The regular price of the fund is $33.58. We determine the value of Snow Capital Opportunity 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.
Our valuation method for Snow Capital Opportunity is useful when determining the fair value of the Snow mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Snow Capital. Since Snow Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Snow Mutual Fund. However, Snow Capital'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 33.58 | Real 33.51 | Hype 33.6 | Naive 34.01 |
The real value of Snow Mutual Fund, also known as its intrinsic value, is the underlying worth of Snow Capital Opportunity Mutual Fund, which is reflected in its stock price. It is based on Snow Capital's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Snow Capital'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 Snow Capital'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 Snow Capital Opportunity helps investors to forecast how Snow 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 Snow Capital more accurately as focusing exclusively on Snow Capital's fundamentals will not take into account other important factors: Snow Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Snow Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Snow Capital Opportunity, and traders can use it to determine the average amount a Snow Capital'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 = 0.0618
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SNOIX |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Snow Capital 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 Snow Capital by adding it to a well-diversified portfolio.
Snow Capital Fundamentals Growth
Snow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Snow Capital, and Snow Capital 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 Snow Mutual Fund performance.
| Price To Earning | 14.18 X | ||||
| Price To Book | 1.16 X | ||||
| Price To Sales | 0.83 X | ||||
| Total Asset | 46.97 M | ||||
About Snow Capital Performance
To evaluate Snow Capital Opportunity Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Snow Capital generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Snow Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Snow Capital Opportunity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Snow's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests in equity securities, including common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds that invest in equity securities. It may invest in securities of companies of any size. In addition to domestic securities, the fund may have up to 25 percent of its net assets invested directly or indirectly in foreign securities.Things to note about Snow Capital Opportunity performance evaluation
Checking the ongoing alerts about Snow Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Snow Capital Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 20.61% of its assets in cash |
- Analyzing Snow Capital'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 Snow Capital's stock is overvalued or undervalued compared to its peers.
- Examining Snow Capital'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 Snow Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Snow Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Snow Capital's mutual fund. These opinions can provide insight into Snow Capital'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, which includes a position in Snow Capital Opportunity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the CEOs Directory module to screen CEOs from public companies around the world.