Scharf Balanced Opportunity Fund Manager Performance Evaluation
| LOGOX Fund | USD 38.07 0.01 0.03% |
The entity has a beta of 0.46, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Scharf Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Scharf Balanced is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Scharf Balanced Opportunity are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Scharf Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of December 2022 | |
| Expense Ratio | 0.9500 |
Scharf |
Scharf Balanced Relative Risk vs. Return Landscape
If you would invest 3,588 in Scharf Balanced Opportunity on August 12, 2024 and sell it today you would earn a total of 219.00 from holding Scharf Balanced Opportunity or generate 6.1% return on investment over 90 days. Scharf Balanced Opportunity is currently producing 0.0921% returns and takes up 0.4189% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Scharf, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Scharf Balanced Current Valuation
Fairly Valued
Today
Please note that Scharf Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Scharf Balanced Oppo has a current Real Value of $37.88 per share. The regular price of the fund is $38.07. We determine the value of Scharf Balanced Oppo 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 Scharf Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Scharf Mutual Fund. However, Scharf Balanced'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 38.07 | Real 37.88 | Hype 38.07 |
The intrinsic value of Scharf Balanced'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 Scharf Balanced'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 Scharf Balanced Opportunity helps investors to forecast how Scharf 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 Scharf Balanced more accurately as focusing exclusively on Scharf Balanced's fundamentals will not take into account other important factors: Scharf Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Scharf Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Scharf Balanced Opportunity, and traders can use it to determine the average amount a Scharf Balanced'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 = 0.2198
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| Cash | LOGOX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Scharf Balanced is performing at about 17% 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 Scharf Balanced by adding it to a well-diversified portfolio.
Scharf Balanced Fundamentals Growth
Scharf Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Scharf Balanced, and Scharf Balanced 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 Scharf Mutual Fund performance.
| Price To Earning | 17.15 X | ||||
| Price To Book | 2.08 X | ||||
| Price To Sales | 1.76 X | ||||
| Total Asset | 37.72 M | ||||
About Scharf Balanced Performance
Evaluating Scharf Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Scharf Balanced 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 Scharf Balanced 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 in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50 percent and 75 percent of its total assets to equity securities. Under normal market conditions, the fund allocates between 25 percent and 50 percent of its total assets to fixed-income securities.Things to note about Scharf Balanced Oppo performance evaluation
Checking the ongoing alerts about Scharf Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Scharf Balanced Oppo 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 8.96% of its assets in cash |
- Analyzing Scharf Balanced'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 Scharf Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Scharf Balanced'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 Scharf Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Scharf Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Scharf Balanced's mutual fund. These opinions can provide insight into Scharf Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Scharf Mutual Fund
Scharf Balanced financial ratios help investors to determine whether Scharf 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 Scharf with respect to the benefits of owning Scharf Balanced security.
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