SAREX Fundamentals

SAREX -  USA Fund  

USD 14.06  0.11  0.79%

Sa Real Estate fundamentals help investors to digest information that contributes to Sa Real's financial success or failures. It also enables traders to predict the movement of SAREX Mutual Fund. This fundamental analysis module provides a way for investors to measures Sa Real's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sa Real mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

SAREX Fundamentals 

 
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SAREX One Year Return Analysis

Sa Real's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Sa Real One Year Return

    
  (8.43) %  
Most of Sa Real's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sa Real Estate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Sa Real One Year Return Component Assessment

Based on the recorded statements, Sa Real Estate has an One Year Return of -8.43%. This is much lower than that of the SA Funds family and significantly lower than that of the Real Estate category. The one year return for all United States funds is notably higher than that of the company.

Sa Real Estate Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Sa Real's current stock value. Our valuation model uses many indicators to compare Sa Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sa Real competition to find correlations between indicators driving Sa Real's intrinsic value. More Info.
Sa Real Estate is rated fourth largest fund in five year return among similar funds. It is rated fourth largest fund in three year return among similar funds reporting about  0.67  of Three Year Return per Five Year Return. The ratio of Five Year Return to Three Year Return for Sa Real Estate is roughly  1.48 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Sa Real by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sa Real's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sa Real's earnings, one of the primary drivers of an investment's value.

SAREX Price to Earning Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sa Real's direct or indirect competition against its Price to Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Sa Real could also be used in its relative valuation, which is a method of valuing Sa Real by comparing valuation metrics of similar companies.
Sa Real is currently under evaluation in price to earning among similar funds.

Fund Asset Allocation for Sa Real

The fund invests 99.55% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.45%) .
 Value 
      Instrument Type 

SAREX Fundamentals

About Sa Real Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Sa Real Estate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sa Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sa Real Estate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund pursues its goal by generally investing in readily marketable equity securities of companies the principal activities of which include ownership, management, development, construction or sale of residential, commercial or industrial real estate. Sa Real is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Sa Real without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Currently Active Assets on Macroaxis

Additionally, take a look at Sa Real Piotroski F Score and Sa Real Altman Z Score analysis. Note that the Sa Real Estate information on this page should be used as a complementary analysis to other Sa Real'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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for SAREX Mutual Fund analysis

When running Sa Real Estate price analysis, check to measure Sa Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sa Real is operating at the current time. Most of Sa Real's value examination focuses on studying past and present price action to predict the probability of Sa Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sa Real's price. Additionally, you may evaluate how the addition of Sa Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Sa Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Sa Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sa Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.