SA Worldwide Buy Hold or Sell Recommendation

SAWMX -- USA Fund  

USD 10.82  0.07  0.65%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding SA Worldwide Moderate Growth Fu is 'Hold'. Macroaxis provides SA Worldwide buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SAWMX positions. The advice algorithm takes into account all of SA Worldwide Moderate available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SAWMX buy-and-hold prospective. Also please take a look at SA Worldwide Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell SA WorldwideBuy SA Worldwide
Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon SA Worldwide Moderate Growth Fu has a risk adjusted performance of (0.022548), jensen alpha of (0.019892), total risk alpha of (0.005476), sortino ratio of 0.0 and treynor ratio of (0.64)
Our buy or sell recommendation tool can be used to cross verify current analyst consensus on SA Worldwide Moderate Growth Fu and to analyze the fund potential to grow this quarter and beyond. Please use SA Worldwide Moderate Number of Employees and Equity Positions Weight to make buy, hold, or sell decision on SA Worldwide Moderate Growth Fu.

SA Worldwide Trading Alerts and Improvement Suggestions

SA Worldwide generates negative expected return over the last 30 days
Latest headline from commercialobserver.com: Paramount Sells DC Office for 155M to Fund San Francisco Deal - Commercial Observer
The fund maintains about 6.55% of its assets in cash

SA Worldwide Returns Distribution Density

Mean Return0.01Value At Risk1.24
Potential Upside0.87Standard Deviation0.62
 Return Density 
      Distribution 

SA Worldwide Greeks

α
Alpha over DOW
=0.02
β
Beta against DOW=0.0325
σ
Overall volatility
=0.63
Ir
Information ratio =0.0053

SA Worldwide Volatility Alert

SA Worldwide Moderate Growth Fu exhibits very low volatility with skewness of -0.71 and kurtosis of 1.12. However, we advise investors to further study SA Worldwide Moderate Growth Fu technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare SA Worldwide to competition

SA Worldwide Fundamental Vs Peers

FundamentalsSA WorldwidePeer Average
Net Asset37.1 M4.11 B
Minimum Initial Investment5 K976.16 K
Last Dividend Paid0.210.65
Cash Position Weight6.55 10.61 
Equity Positions Weight74.67 63.90 
Bond Positions Weight18.77 11.24 
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