Smead Value Manager Performance Evaluation

The entity has beta of 0.0 which indicates the returns on MARKET and Smead Value are completely uncorrelated. Although it is extremely important to respect Smead Value Fund current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting Smead Value Fund technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Smead Value Fund Class R1 has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, Smead Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low43.15
Fifty Two Week High50.92
Annual Report Expense Ratio1.50%

Smead Value Fund Relative Risk vs. Return Landscape

If you would invest  0.00  in Smead Value Fund Class R1 on January 25, 2020 and sell it today you would earn a total of  0.00  from holding Smead Value Fund Class R1 or generate 0.0% return on investment over 30 days. Smead Value Fund Class R1 is currently producing negative expected returns and takes up 0.0% volatility of returns over 30 trading days. Put another way, 0% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
  Risk (%) 

Smead Value Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Smead Value is performing at about 0% 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.

Smead Value Alerts

Equity Alerts and Improvement Suggestions

Smead Value Fund is not yet fully synchronised with the market data
Smead Value Fund has some characteristics of a very speculative penny stock
The fund maintains 97.55% of its assets in stocks
Additionally take a look at World Market Map. Please also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.
Company logos by clearbit