Sp 500 Index Fund Manager Performance Evaluation

USSPX Fund  USD 78.80  0.02  0.03%   
The entity owns a Beta (Systematic Risk) of 0.91, which indicates possible diversification benefits within a given portfolio. Sp 500 returns are very sensitive to returns on the market. As the market goes up or down, Sp 500 is expected to follow.

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Sp 500 Index are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Sp 500 showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date1st of May 2022
Expense Ratio0.2400
  

Sp 500 Relative Risk vs. Return Landscape

If you would invest  6,682  in Sp 500 Index on April 23, 2025 and sell it today you would earn a total of  1,196  from holding Sp 500 Index or generate 17.9% return on investment over 90 days. Sp 500 Index is currently producing 0.2688% returns and takes up 0.7656% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than USSPX, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Sp 500 is expected to generate 0.99 times more return on investment than the market. However, the company is 1.01 times less risky than the market. It trades about 0.35 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.25 per unit of risk.

Sp 500 Current Valuation

Undervalued
Today
78.80
Please note that Sp 500's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Sp 500 Index owns a latest Real Value of $84.08 per share. The recent price of the fund is $78.8. We determine the value of Sp 500 Index 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 future time, mutual fund prices and their ongoing real values will merge together.
Since Sp 500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of USSPX Mutual Fund. However, Sp 500'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  78.8 Real  84.08 Hype  77.21 Naive  77.92
The intrinsic value of Sp 500'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 Sp 500'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.
84.08
Real Value
84.85
Upside
Estimating the potential upside or downside of Sp 500 Index helps investors to forecast how USSPX 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 Sp 500 more accurately as focusing exclusively on Sp 500's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
73.9276.9079.88
Details
Hype
Prediction
LowEstimatedHigh
76.4477.2186.66
Details
Naive
Forecast
LowNext ValueHigh
77.1677.9278.69
Details

Sp 500 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Sp 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sp 500 Index, and traders can use it to determine the average amount a Sp 500'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 = 0.3511

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsUSSPX
CashSmall RiskAverage RiskHigh RiskHuge Risk
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Estimated Market Risk

 0.77
  actual daily
6
94% of assets are more volatile

Expected Return

 0.27
  actual daily
5
95% of assets have higher returns

Risk-Adjusted Return

 0.35
  actual daily
27
73% of assets perform better
Based on monthly moving average Sp 500 is performing at about 27% 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 Sp 500 by adding it to a well-diversified portfolio.

Sp 500 Fundamentals Growth

USSPX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sp 500, and Sp 500 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 USSPX Mutual Fund performance.

About Sp 500 Performance

Evaluating Sp 500's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sp 500 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 Sp 500 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 funds principal investment strategy is, under normal market conditions, to invest at least 80 percent of the funds assets in the common stocks of companies composing the index. In seeking to track the performance of the index, the funds subadviser attempts to allocate the funds investments among stocks in approximately the same weightings as the index, beginning with the stocks that make up the larger portion of the indexs value.

Things to note about Sp 500 Index performance evaluation

Checking the ongoing alerts about Sp 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sp 500 Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund keeps 99.93% of its net assets in stocks
Evaluating Sp 500's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sp 500's mutual fund performance include:
  • Analyzing Sp 500'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 Sp 500's stock is overvalued or undervalued compared to its peers.
  • Examining Sp 500'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 Sp 500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sp 500's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Sp 500's mutual fund. These opinions can provide insight into Sp 500's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Sp 500's mutual fund performance is not an exact science, and many factors can impact Sp 500's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in USSPX Mutual Fund

Sp 500 financial ratios help investors to determine whether USSPX 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 USSPX with respect to the benefits of owning Sp 500 security.
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