Smead Value Fund Price on February 4, 2020
| SVFYX Fund | USD 79.77 0.34 0.42% |
Below is the normalized historical share price chart for Smead Value Fund extending back to November 25, 2014. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Smead Value stands at 79.77, as last reported on the 18th of April 2024, with the highest price reaching 79.77 and the lowest price hitting 79.77 during the day.
If you're considering investing in Smead Mutual Fund, it is important to understand the factors that can impact its price. We consider Smead Value very steady. Smead Value Fund owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Smead Value Fund, which you can use to evaluate the volatility of the fund. Please validate Smead Value's Coefficient Of Variation of 1097.04, semi deviation of 0.8904, and Risk Adjusted Performance of 0.0603 to confirm if the risk estimate we provide is consistent with the expected return of 0.093%.
Smead Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Smead |
Sharpe Ratio = 0.1071
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SVFYX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Smead Value is performing at about 8% 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 Smead Value by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Smead Value Mutual Fund history
Smead Value investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Smead is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Smead Value Fund will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Smead Value stock prices may prove useful in developing a viable investing in Smead Value
To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization U.S. companies. The funds manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding 5 billion. It is non-diversified.
Smead Value Mutual Fund Technical Analysis
Smead Value technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Smead Value Period Price Range
Smead Value April 18, 2024 Market Strength
Market strength indicators help investors to evaluate how Smead Value mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Smead Value shares will generate the highest return on investment. By undertsting and applying Smead Value mutual fund market strength indicators, traders can identify Smead Value Fund entry and exit signals to maximize returns
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 79.77 | |||
| Day Typical Price | 79.77 | |||
| Price Action Indicator | (0.17) | |||
| Period Momentum Indicator | (0.34) |
Smead Value Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Smead Value's price direction in advance. Along with the technical and fundamental analysis of Smead Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Smead to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0603 | |||
| Jensen Alpha | 0.0169 | |||
| Total Risk Alpha | 0.0067 | |||
| Sortino Ratio | 0.0252 | |||
| Treynor Ratio | 0.0599 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Smead Value Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.