Simt Dynamic Asset Fund Manager Performance Evaluation
| SDYAX Fund | USD 19.08 0.20 1.06% |
The entity has a beta of 0.0342, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simt Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Dynamic Asset are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Simt Dynamic may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 0.7500 |
Simt |
Simt Dynamic Relative Risk vs. Return Landscape
If you would invest 1,728 in Simt Dynamic Asset on September 14, 2024 and sell it today you would earn a total of 180.00 from holding Simt Dynamic Asset or generate 10.42% return on investment over 90 days. Simt Dynamic Asset is currently producing 0.1602% returns and takes up 0.7491% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Simt, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Simt Dynamic Current Valuation
Undervalued
Today
Please note that Simt Dynamic's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Simt Dynamic Asset has a current Real Value of $20.53 per share. The regular price of the fund is $19.08. We determine the value of Simt Dynamic Asset 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 Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Dynamic'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 19.08 | Real 20.53 | Hype 19.08 |
The intrinsic value of Simt Dynamic'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 Dynamic'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 Dynamic Asset 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 Dynamic more accurately as focusing exclusively on Simt Dynamic's fundamentals will not take into account other important factors: Simt Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Dynamic Asset, and traders can use it to determine the average amount a Simt Dynamic'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 = 0.2138
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SDYAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Simt Dynamic is performing at about 16% 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 Simt Dynamic by adding it to a well-diversified portfolio.
Simt Dynamic Fundamentals Growth
Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Dynamic, and Simt Dynamic 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.
| Total Asset | 676.23 M | ||||
About Simt Dynamic Performance
Evaluating Simt Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Dynamic 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 Dynamic 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 manager employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting investments from among a broad range of asset classes or market exposures based upon SEI Investments Management Corporations expectations of risk and return. Asset classes or market exposures in which the fund may invest include U.S. and foreign equities and bonds, currencies, and investment exposures to various market characteristics such as interest rates or volatility.Things to note about Simt Dynamic Asset performance evaluation
Checking the ongoing alerts about Simt Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Dynamic Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Simt Dynamic's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Dynamic's mutual fund performance include:- Analyzing Simt Dynamic'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 Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Simt Dynamic'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 Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Simt Dynamic's mutual fund. These opinions can provide insight into Simt Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simt Mutual Fund
Simt Dynamic 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 Dynamic security.
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