SA Worldwide Manager Performance Evaluation

SAWMX -- USA Fund  

USD 10.82  0.07  0.65%

The entity owns Beta (Systematic Risk) of 0.0325 which indicates as returns on market increase, SA Worldwide returns are expected to increase less than the market. However during bear market, the loss on holding SA Worldwide will be expected to be smaller as well. Even though it is essential to pay attention to SA Worldwide Moderate existing price patterns, it is always good to be careful when utilizing equity price patterns. Macroaxis way in which we are measuring future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. SA Worldwide exposes twenty-one different technical indicators which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days SA Worldwide Moderate Growth Fu has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, SA Worldwide is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low9.70
Fifty Two Week High11.26
Annual Report Expense Ratio0.87%
Horizon     30 Days    Login   to change

SA Worldwide Moderate Relative Risk vs. Return Landscape

If you would invest  1,084  in SA Worldwide Moderate Growth Fu on September 17, 2019 and sell it today you would lose (2.00)  from holding SA Worldwide Moderate Growth Fu or give up 0.18% of portfolio value over 30 days. SA Worldwide Moderate Growth Fu is currently producing negative expected returns and takes up 0.6286% volatility of returns over 30 trading days. Put another way, 5% 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 (%) 
Assuming 30 trading days horizon, SA Worldwide is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.57 times less risky than the market. the firm trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 of returns per unit of risk over similar time horizon.

SA Worldwide Current Valuation

Fairly Valued
October 17, 2019
10.82
Market Value
10.77
Real Value
12.66
Upside
SA Worldwide is not too volatile asset. SA Worldwide Moderate owns latest Real Value of $10.77 per share. The recent price of the fund is $10.82. At this time the entity appears to be fairly valued. We determine the value of SA Worldwide Moderate from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to invest in undervalued equities and to dispose of overvalued equities since sooner or later instruments prices and their ongoing real values will merge together.

SA Worldwide Market Risk Analysis

Sharpe Ratio = -0.0016
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SA Worldwide Relative Performance Indicators

Estimated Market Risk
 0.63
  actual daily
 
 5 %
of total potential
 
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Expected Return
 0.0
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 0.0
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average SA Worldwide 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 SA Worldwide by adding it to a well-diversified portfolio.

SA Worldwide Alerts

Equity 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
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