Qs Sp 500 Fund Manager Performance Evaluation
| SBSDX Fund | USD 47.65 0.14 0.29% |
The fund owns a Beta (Systematic Risk) of 0.74, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Qs Sp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Qs Sp is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Qs Sp 500 are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Qs Sp may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.3400 |
SBSDX |
Qs Sp Relative Risk vs. Return Landscape
If you would invest 4,407 in Qs Sp 500 on September 12, 2024 and sell it today you would earn a total of 358.00 from holding Qs Sp 500 or generate 8.12% return on investment over 90 days. Qs Sp 500 is currently producing 0.1242% returns and takes up 0.6558% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than SBSDX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Qs Sp Current Valuation
Undervalued
Today
Please note that Qs Sp's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Qs Sp 500 latest Real Value cannot be determined due to lack of data. The recent price of Qs Sp 500 is $47.65. We determine the value of Qs Sp 500 from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will converge.
Since Qs Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SBSDX Mutual Fund. However, Qs Sp'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 47.65 | Real 0.0 | Hype 0.0 | Naive 47.65 |
The intrinsic value of Qs Sp'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 Qs Sp'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 Qs Sp 500 helps investors to forecast how SBSDX 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 Qs Sp more accurately as focusing exclusively on Qs Sp's fundamentals will not take into account other important factors: Qs Sp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Qs Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Qs Sp 500, and traders can use it to determine the average amount a Qs Sp'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 = 0.1894
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SBSDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Qs Sp is performing at about 14% 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 Qs Sp by adding it to a well-diversified portfolio.
Qs Sp Fundamentals Growth
SBSDX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Qs Sp, and Qs Sp 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 SBSDX Mutual Fund performance.
| Price To Earning | 18.40 X | |||
| Price To Book | 2.57 X | |||
| Price To Sales | 1.79 X | |||
| Total Asset | 285.74 M | |||
About Qs Sp Performance
Evaluating Qs Sp's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Qs Sp 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 Qs Sp 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 invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, included in the index. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of large capitalization companies of the U.S. equities market.Things to note about Qs Sp 500 performance evaluation
Checking the ongoing alerts about Qs Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Qs Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Qs Sp's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Qs Sp's mutual fund performance include:- Analyzing Qs Sp'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 Qs Sp's stock is overvalued or undervalued compared to its peers.
- Examining Qs Sp'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 Qs Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Qs Sp's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Qs Sp's mutual fund. These opinions can provide insight into Qs Sp's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SBSDX Mutual Fund
Qs Sp financial ratios help investors to determine whether SBSDX 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 SBSDX with respect to the benefits of owning Qs Sp security.
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