Simt Managed Volatility Fund Manager Performance Evaluation
| SEVIX Fund | USD 14.85 0.05 0.34% |
The entity has a beta of 0.72, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Simt Managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Managed is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Managed Volatility are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Simt Managed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3800 |
Simt |
Simt Managed Relative Risk vs. Return Landscape
If you would invest 1,398 in Simt Managed Volatility on April 26, 2025 and sell it today you would earn a total of 87.00 from holding Simt Managed Volatility or generate 6.22% return on investment over 90 days. Simt Managed Volatility is currently producing 0.0994% returns and takes up 0.633% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Simt, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Managed Current Valuation
Overvalued
Today
Please note that Simt Managed's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Simt Managed Volatility has a current Real Value of $13.59 per share. The regular price of the fund is $14.85. We determine the value of Simt Managed Volatility 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 Managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt 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 14.85 | Real 13.59 | Hype 14.85 | Naive 14.79 |
The intrinsic value of Simt 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 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 Managed Volatility 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 Managed more accurately as focusing exclusively on Simt Managed's fundamentals will not take into account other important factors: Simt Managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Managed Volatility, and traders can use it to determine the average amount a Simt Managed'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 = 0.157
| Best Portfolio | Best Equity | |||
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| Cash | SEVIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Simt Managed is performing at about 12% 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 Simt Managed by adding it to a well-diversified portfolio.
Simt Managed Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Managed, and Simt 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.
| Price To Earning | 16.83 X | |||
| Price To Book | 2.41 X | |||
| Price To Sales | 1.15 X | |||
| Total Asset | 870.12 M | |||
About Simt Managed Performance
Evaluating Simt Managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt 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 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, exchange-traded funds and warrants. It may also, to a lesser extent, invest in American Depositary Receipts , real estate investment trusts and securities of non-U.S. companies.Things to note about Simt Managed Volatility performance evaluation
Checking the ongoing alerts about Simt Managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Managed Volatility help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Simt Managed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Managed's mutual fund performance include:- Analyzing Simt 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 Managed's stock is overvalued or undervalued compared to its peers.
- Examining Simt 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 Managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Managed's mutual fund. These opinions can provide insight into Simt Managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt 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 Managed security.
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