Sands Capital Global Fund Manager Performance Evaluation
| SCMGX Fund | USD 33.56 0.23 0.69% |
The entity has a beta of 0.9, which indicates possible diversification benefits within a given portfolio. Sands Capital returns are very sensitive to returns on the market. As the market goes up or down, Sands Capital is expected to follow.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Sands Capital Global are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Sands Capital showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9700 |
Sands |
Sands Capital Relative Risk vs. Return Landscape
If you would invest 2,951 in Sands Capital Global on September 3, 2024 and sell it today you would earn a total of 405.00 from holding Sands Capital Global or generate 13.72% return on investment over 90 days. Sands Capital Global is currently producing 0.2054% returns and takes up 0.9252% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Sands, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sands Capital Current Valuation
Undervalued
Today
Please note that Sands Capital's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Sands Capital Global has a current Real Value of $36.75 per share. The regular price of the fund is $33.56. We determine the value of Sands Capital Global 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 Sands Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sands Mutual Fund. However, Sands Capital'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 33.56 | Real 36.75 | Hype 33.56 | Naive 33.58 |
The intrinsic value of Sands Capital'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 Sands Capital'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 Sands Capital Global helps investors to forecast how Sands 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 Sands Capital more accurately as focusing exclusively on Sands Capital's fundamentals will not take into account other important factors: Sands Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sands Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sands Capital Global, and traders can use it to determine the average amount a Sands Capital'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 = 0.222
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SCMGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Sands Capital is performing at about 17% 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 Sands Capital by adding it to a well-diversified portfolio.
Sands Capital Fundamentals Growth
Sands Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sands Capital, and Sands Capital 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 Sands Mutual Fund performance.
| Price To Earning | 30.77 X | |||
| Price To Book | 5.35 X | |||
| Price To Sales | 3.49 X | |||
| Total Asset | 1.36 B | |||
About Sands Capital Performance
Evaluating Sands Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sands Capital 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 Sands Capital 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 invests primarily in equity securities of publicly-traded companies located anywhere in the world, including equity securities in developed and emerging markets. Under normal market conditions, the Advisor expects to invest in at least three countries, including the United States, and invest at least 40 percent of its net assets, plus the amount of any borrowings for investment purposes, in non-U.S. companies.Things to note about Sands Capital Global performance evaluation
Checking the ongoing alerts about Sands Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sands Capital Global 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 three year return of -7.0% | |
| Sands Capital Global maintains 97.24% of its assets in stocks |
- Analyzing Sands Capital'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 Sands Capital's stock is overvalued or undervalued compared to its peers.
- Examining Sands Capital'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 Sands Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sands Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sands Capital's mutual fund. These opinions can provide insight into Sands Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sands Mutual Fund
Sands Capital financial ratios help investors to determine whether Sands 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 Sands with respect to the benefits of owning Sands Capital security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
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| Technical Analysis Check basic technical indicators and analysis based on most latest market data |