Simt Large Cap Fund Manager Performance Evaluation

TRMVX Fund  USD 27.97  0.01  0.04%   
The entity has a beta of 0.83, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Simt Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simt Large is expected to be smaller as well.

Risk-Adjusted Performance

5 of 100

 
Weak
 
Strong
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Simt Large Cap are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Simt Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio Date31st of January 2023
Expense Ratio0.8900
  

Simt Large Relative Risk vs. Return Landscape

If you would invest  2,721  in Simt Large Cap on September 15, 2024 and sell it today you would earn a total of  76.00  from holding Simt Large Cap or generate 2.79% return on investment over 90 days. Simt Large Cap is currently producing 0.0453% returns and takes up 0.6743% volatility of returns over 90 trading days. Put another way, 6% 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  
Assuming the 90 days horizon Simt Large is expected to generate 1.84 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.08 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

Simt Large Current Valuation

Fairly Valued
Today
27.97
Please note that Simt Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Simt Large Cap has a current Real Value of $28.02 per share. The regular price of the fund is $27.97. We determine the value of Simt Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Simt Mutual Fund. However, Simt Large'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  27.97 Real  28.02 Hype  27.97
The intrinsic value of Simt Large'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 Large'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.
28.02
Real Value
28.69
Upside
Estimating the potential upside or downside of Simt Large Cap 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 Large more accurately as focusing exclusively on Simt Large's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
27.3027.9728.64
Details

Simt Large Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Simt Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Simt Large Cap, and traders can use it to determine the average amount a Simt Large'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 = 0.0671

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsTRMVX

Estimated Market Risk

 0.67
  actual daily
5
95% of assets are more volatile

Expected Return

 0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.07
  actual daily
5
95% of assets perform better
Based on monthly moving average Simt Large is performing at about 5% 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 Large by adding it to a well-diversified portfolio.

Simt Large Fundamentals Growth

Simt Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Simt Large, and Simt Large 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.

About Simt Large Performance

Evaluating Simt Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simt Large 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 Large 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. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital. It may invest up to 20 percent of its assets in foreign securities.

Things to note about Simt Large Cap performance evaluation

Checking the ongoing alerts about Simt Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Simt Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 97.24% of its assets in stocks
Evaluating Simt Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simt Large's mutual fund performance include:
  • Analyzing Simt Large'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 Large's stock is overvalued or undervalued compared to its peers.
  • Examining Simt Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simt Large's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Simt Large's mutual fund. These opinions can provide insight into Simt Large's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Simt Large's mutual fund performance is not an exact science, and many factors can impact Simt Large's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Simt Mutual Fund

Simt Large 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 Large security.
CEOs Directory
Screen CEOs from public companies around the world
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins