Small Pany Value Manager Performance
| SCVIXDelisted Fund | USD 37.27 0.00 0.00% |
The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Small Pany's returns are expected to increase less than the market. However, during the bear market, the loss of holding Small Pany is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Small Pany Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Small Pany is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.0500 |
Small |
Small Pany Relative Risk vs. Return Landscape
If you would invest 3,727 in Small Pany Value on September 20, 2025 and sell it today you would earn a total of 0.00 from holding Small Pany Value or generate 0.0% return on investment over 90 days. Small Pany Value is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Small, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Small Pany Current Valuation
Overvalued
Today
Please note that Small Pany's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Small Pany Value has a current Real Value of $34.25 per share. The regular price of the fund is $37.27. We determine the value of Small Pany Value 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 Small Pany is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Small Mutual Fund. However, Small Pany'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 37.27 | Real 34.25 | Hype 37.27 | Naive 37.57 |
The intrinsic value of Small Pany'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 Small Pany'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 Small Pany Value helps investors to forecast how Small 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 Small Pany more accurately as focusing exclusively on Small Pany's fundamentals will not take into account other important factors: Small Pany Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Small Pany's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Small Pany Value, and traders can use it to determine the average amount a Small Pany'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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| SCVIX |
Based on monthly moving average Small Pany is not performing at its full potential. However, 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 Small Pany by adding Small Pany to a well-diversified portfolio.
Small Pany Fundamentals Growth
Small Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Small Pany, and Small Pany 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 Small Mutual Fund performance.
| Price To Earning | 17.52 X | |||
| Price To Book | 1.40 X | |||
| Price To Sales | 0.87 X | |||
| Total Asset | 19.17 M | |||
About Small Pany Performance
Evaluating Small Pany's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Small Pany 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 Small Pany 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 in equity securities of small-capitalization companies. Wells Fargo is traded on NASDAQ Exchange in the United States.Things to note about Small Pany Value performance evaluation
Checking the ongoing alerts about Small Pany for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Small Pany Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Small Pany Value is not yet fully synchronised with the market data | |
| Small Pany Value generated a negative expected return over the last 90 days | |
| Small Pany Value has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 97.05% of its assets in stocks |
- Analyzing Small Pany'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 Small Pany's stock is overvalued or undervalued compared to its peers.
- Examining Small Pany'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 Small Pany's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Small Pany's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Small Pany's mutual fund. These opinions can provide insight into Small Pany's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Other Consideration for investing in Small Mutual Fund
If you are still planning to invest in Small Pany Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Small Pany's history and understand the potential risks before investing.
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