SAREX Five Year Return

SAREX -  USA Fund  

USD 13.55  0.04  0.29%

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 Five Year Return 

 
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SAREX Five Year Return Analysis

Sa Real's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Sa Real Five Year Return

    
  3.95 %  
Most of Sa Real's fundamental indicators, such as Five 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 Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

Sa Real Five Year Return Component Assessment

According to the company disclosure, Sa Real Estate has a Five Year Return of 3.95%. This is much higher than that of the SA Funds family and significantly higher than that of the Real Estate category. The five year return for all United States funds is notably lower than that of the firm.

SAREX Five Year Return 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 Five Year Return 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 five year return 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.

Sa Real Investors Sentiment

The influence of Sa Real's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in SAREX. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Sa Real in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Sa Real's short interest history, or implied volatility extrapolated from Sa Real options trading.

Current Sentiment - SAREX

Sa Real Estate Investor Sentiment

Most of Macroaxis users are at this time bullish on Sa Real Estate. What is your outlook on investing in Sa Real Estate? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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.