Simt Tax Managed Large Fund Manager Performance Evaluation
| TMLCX Fund | USD 36.37 3.04 7.71% |
The entity has a beta of 0.14, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simt Tax's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Tax is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Simt Tax Managed Large has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Simt Tax 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 | 31st of January 2023 | |
| Expense Ratio | 0.8900 |
Simt |
Simt Tax Relative Risk vs. Return Landscape
If you would invest 3,846 in Simt Tax Managed Large on September 19, 2024 and sell it today you would lose (209.00) from holding Simt Tax Managed Large or give up 5.43% of portfolio value over 90 days. Simt Tax Managed Large is currently producing negative expected returns and takes up 1.1408% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Simt, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Tax Current Valuation
Fairly Valued
Today
Please note that Simt Tax's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Simt Tax Managed has a current Real Value of $39.29 per share. The regular price of the fund is $36.37. We determine the value of Simt Tax Managed 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 Tax is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Tax'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 36.37 | Real 39.29 | Hype 39.41 |
The intrinsic value of Simt Tax'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 Tax'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 Tax Managed Large 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 Tax more accurately as focusing exclusively on Simt Tax's fundamentals will not take into account other important factors: Simt Tax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Tax's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Tax Managed Large, and traders can use it to determine the average amount a Simt Tax'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 = -0.0719
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TMLCX |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Simt Tax 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 Simt Tax by adding Simt Tax to a well-diversified portfolio.
Simt Tax Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Tax, and Simt Tax 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 | 17.42 X | ||||
| Price To Book | 2.25 X | ||||
| Price To Sales | 1.29 X | ||||
| Total Asset | 3.51 B | ||||
About Simt Tax Performance
Evaluating Simt Tax's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Tax 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 Tax 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 equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. It may invest up to 20 percent of its assets in foreign securities.Things to note about Simt Tax Managed performance evaluation
Checking the ongoing alerts about Simt Tax for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Tax Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Simt Tax Managed generated a negative expected return over the last 90 days | |
| The fund maintains 98.65% of its assets in stocks |
- Analyzing Simt Tax'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 Tax's stock is overvalued or undervalued compared to its peers.
- Examining Simt Tax'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 Tax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Tax's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Tax's mutual fund. These opinions can provide insight into Simt Tax's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Tax 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 Tax security.
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