Small Pany Growth Fund Manager Performance Evaluation
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Small Company are completely uncorrelated.
Risk-Adjusted Performance
Mild
Weak | Strong |
Over the last 90 days Small Pany Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Small Company 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 | 28th of April 2023 | |
| Expense Ratio | 1.3500 |
Small |
Small Company Relative Risk vs. Return Landscape
If you would invest (100.00) in Small Pany Growth on August 2, 2025 and sell it today you would earn a total of 100.00 from holding Small Pany Growth or generate -100.0% return on investment over 90 days. Small Pany Growth 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 Small, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Small Company Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Small Company's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Small Pany Growth, and traders can use it to determine the average amount a Small Company'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
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| MSSMX |
Based on monthly moving average Small Company 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 Small Company by adding Small Company to a well-diversified portfolio.
Small Company Fundamentals Growth
Small Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Small Company, and Small Company 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 Small Mutual Fund performance.
| Price To Earning | 45.45 X | ||||
| Price To Book | 3.16 X | ||||
| Price To Sales | 2.18 X | ||||
| Total Asset | 178.62 M | ||||
Things to note about Small Pany Growth performance evaluation
Checking the ongoing alerts about Small Company for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Small Pany Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Small Pany Growth is not yet fully synchronised with the market data | |
| Small Pany Growth has some characteristics of a very speculative penny stock | |
| The fund maintains about 14.13% of its assets in cash |
- Analyzing Small Company'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 Small Company's stock is overvalued or undervalued compared to its peers.
- Examining Small Company'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 Small Company's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Small Company's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Small Company's mutual fund. These opinions can provide insight into Small Company's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis 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 industry. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Other Tools for Small Mutual Fund
When running Small Company's price analysis, check to measure Small Company's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Small Company is operating at the current time. Most of Small Company's value examination focuses on studying past and present price action to predict the probability of Small Company's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Small Company's price. Additionally, you may evaluate how the addition of Small Company to your portfolios can decrease your overall portfolio volatility.
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |