Sp 500 Equal Fund Manager Performance Evaluation
| INDEX Fund | USD 48.13 0.57 1.20% |
The entity owns a Beta (Systematic Risk) of 1.0, which indicates possible diversification benefits within a given portfolio. Sp 500 returns are very sensitive to returns on the market. As the market goes up or down, Sp 500 is expected to follow.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Sp 500 Equal are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Sp 500 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | These Index Funds Give Investors Exposure to Nvidia - Money | 02/26/2024 |
2 | Want to Build Wealth in the Stock Market With Next to No Effort Start With This Index Fund - The Globe and Mail | 03/11/2024 |
3 | Whats the Best Way to Invest in Stocks Without Any Experience Start With This Index Fund. - The Motley Fool | 03/20/2024 |
4 | The three core principles of effective index fund investing - Yahoo Finance | 04/09/2024 |
5 | Forget the SP 500 Buy This Incredible Growth ETF Instead - The Motley Fool | 04/22/2024 |
| Expense Ratio Date | 30th of October 2019 | |
| Expense Ratio | 0.2500 |
INDEX |
Sp 500 Relative Risk vs. Return Landscape
If you would invest 4,632 in Sp 500 Equal on January 25, 2024 and sell it today you would earn a total of 181.00 from holding Sp 500 Equal or generate 3.91% return on investment over 90 days. Sp 500 Equal is currently producing 0.0647% returns and takes up 0.7574% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than INDEX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sp 500 Current Valuation
Fairly Valued
Today
Please note that Sp 500's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sp 500 Equal owns a latest Real Value of $48.07 per share. The recent price of the fund is $48.13. We determine the value of Sp 500 Equal 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 future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Sp 500 Equal is useful when determining the fair value of the INDEX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Sp 500. Since Sp 500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of INDEX Mutual Fund. However, Sp 500'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 48.13 | Real 48.07 | Hype 48.16 |
The real value of INDEX Mutual Fund, also known as its intrinsic value, is the underlying worth of Sp 500 Equal Mutual Fund, which is reflected in its stock price. It is based on Sp 500's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Sp 500'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 Sp 500'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 Sp 500 Equal helps investors to forecast how INDEX 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 Sp 500 more accurately as focusing exclusively on Sp 500's fundamentals will not take into account other important factors: Sp 500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sp 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sp 500 Equal, and traders can use it to determine the average amount a Sp 500'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 = 0.0854
| Best Portfolio | Best Equity | |||
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| Cash | INDEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Sp 500 is performing at about 6% 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 Sp 500 by adding it to a well-diversified portfolio.
Sp 500 Fundamentals Growth
INDEX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sp 500, and Sp 500 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 INDEX Mutual Fund performance.
| Price To Earning | 18.39 X | ||||
| Price To Book | 2.32 X | ||||
| Price To Sales | 1.44 X | ||||
About Sp 500 Performance
To evaluate Sp 500 Equal Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sp 500 generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare INDEX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sp 500 Equal market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents INDEX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund will invest, under normal circumstances, at least 80 percent of its net assets and borrowings for investment purposes in securities of issuers included in the index. The index is designed to measure the performance of 500 U.S. companies chosen for market size, liquidity and industry grouping, among other factors. In some instances, one or more of the 500 companies may have more than one share class included in the index.Things to note about Sp 500 Equal performance evaluation
Checking the ongoing alerts about Sp 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sp 500 Equal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Forget the SP 500 Buy This Incredible Growth ETF Instead - The Motley Fool | |
| The fund retains 99.67% of its assets under management (AUM) in equities |
- Analyzing Sp 500'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 Sp 500's stock is overvalued or undervalued compared to its peers.
- Examining Sp 500'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 Sp 500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sp 500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sp 500's mutual fund. These opinions can provide insight into Sp 500's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Sp 500 Equal. 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 income. Note that the Sp 500 Equal information on this page should be used as a complementary analysis to other Sp 500's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.