Sa Emerging Markets Fund Manager Performance Evaluation
SAEMX Fund | USD 10.71 0.01 0.09% |
The entity owns a Beta (Systematic Risk) of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sa Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sa Emerging is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Sa Emerging Markets are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Sa Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio | 1.0400 |
SAEMX |
Sa Emerging Relative Risk vs. Return Landscape
If you would invest 1,051 in Sa Emerging Markets on September 6, 2024 and sell it today you would earn a total of 20.00 from holding Sa Emerging Markets or generate 1.9% return on investment over 90 days. Sa Emerging Markets is currently producing 0.033% returns and takes up 0.8437% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than SAEMX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Sa Emerging Current Valuation
Overvalued
Today
Please note that Sa Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sa Emerging Markets owns a latest Real Value of $9.69 per share. The recent price of the fund is $10.71. We determine the value of Sa Emerging Markets from examining 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, in the future, mutual fund prices and their ongoing real values will merge together.
Since Sa Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAEMX Mutual Fund. However, Sa Emerging'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 10.71 | Real 9.69 | Hype 10.71 |
The intrinsic value of Sa Emerging'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 Sa Emerging'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 Sa Emerging Markets helps investors to forecast how SAEMX 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 Sa Emerging more accurately as focusing exclusively on Sa Emerging's fundamentals will not take into account other important factors: Sa Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa Emerging Markets, and traders can use it to determine the average amount a Sa Emerging'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 = 0.0391
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Negative Returns | SAEMX |
Estimated Market Risk
0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Sa Emerging is performing at about 3% 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 Sa Emerging by adding it to a well-diversified portfolio.
Sa Emerging Fundamentals Growth
SAEMX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sa Emerging, and Sa Emerging 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 SAEMX Mutual Fund performance.
Price To Earning | 10.39 X | ||||
Price To Book | 0.91 X | ||||
Price To Sales | 0.73 X | ||||
Total Asset | 167.96 M | ||||
About Sa Emerging Performance
Evaluating Sa Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sa Emerging 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 Sa Emerging 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 is designed to purchase a broad and diverse group of equity securities of companies in emerging markets, which may include frontier markets. The advisor intends to purchase securities of companies with small, medium and large market capitalizations in their respective markets that the Sub-Adviser considers to be value stocks at the time of investment. It will invest at least 80 percent of its net assets in emerging markets investments that are approved market securities. The fund may lend its portfolio securities to generate additional income.Things to note about Sa Emerging Markets performance evaluation
Checking the ongoing alerts about Sa Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sa Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.The fund generated-1.0 ten year return of -1.0% | |
Sa Emerging Markets maintains 99.24% of its assets in stocks |
- Analyzing Sa Emerging'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 Sa Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Sa Emerging'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 Sa Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sa Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sa Emerging's mutual fund. These opinions can provide insight into Sa Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SAEMX Mutual Fund
Sa Emerging financial ratios help investors to determine whether SAEMX 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 SAEMX with respect to the benefits of owning Sa Emerging security.
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