SAREX Mutual Fund Manager Performance Evaluation

SAREX -  USA Fund  

USD 14.60  0.18  1.25%

The entity owns a Beta (Systematic Risk) of 0.5613, which indicates possible diversification benefits within a given portfolio. Let's try to break down what SAREX's beta means in this case. As returns on the market increase, Sa Real returns are expected to increase less than the market. However, during the bear market, the loss on holding Sa Real will be expected to be smaller as well. Although it is extremely important to respect Sa Real Estate existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way of 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 examining Sa Real Estate technical indicators, you can right now evaluate if the expected return of 0.0064% will be sustainable into the future.

SAREX Mutual Fund Performance 

 
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 SAREX Performance
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Over the last 90 days Sa Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Sa Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low10.61
Fifty Two Week High15.18
Annual Report Expense Ratio0.95%

Sa Real Relative Risk vs. Return Landscape

If you would invest  1,457  in Sa Real Estate on July 20, 2021 and sell it today you would earn a total of  3.00  from holding Sa Real Estate or generate 0.21% return on investment over 90 days. Sa Real Estate is currently producing 0.0064% returns and takes up 0.8091% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than SAREX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Sa Real is expected to generate 5.88 times less return on investment than the market. In addition to that, the company is 1.12 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.05 per unit of volatility.

Sa Real Current Valuation

Fairly Valued
Today
14.60
18th of October 2021
Share
Please note that Sa Real's price fluctuation is very steady at this time.
Sa Real Estate owns a latest Real Value of $14.6 per share. The recent price of the fund is $14.6. At this time, the fund appears to be fairly valued. We determine the value of Sa Real Estate from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued equities and dropping overvalued equities since, in the future, stock prices and their ongoing real values will merge together.
Our valuation method for Sa Real Estate is useful when determining the fair value of the SAREX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Sa Real. Since Sa Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SAREX Mutual Fund. However, Sa Real's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
14.60
Real Value
15.47
Upside
Estimating the potential upside or downside of Sa Real Estate helps investors to forecast how SAREX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Sa Real more accurately as focusing exclusively on Sa Real's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.2814.5315.05
Details
Hype
Prediction
LowEstimated ValueHigh
13.7414.6115.48
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.320.330.34
Details

Sa Real Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Sa Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sa Real Estate, and traders can use it to determine the average amount a Sa Real's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.008

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Estimated Market Risk
 0.81
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
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 0 %
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00
Based on monthly moving average Sa Real 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 Real by adding it to a well-diversified portfolio.

About Sa Real Performance

To evaluate Sa Real Estate Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sa Real generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare SAREX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sa Real Estate stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents SAREX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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.

Things to note about Sa Real Estate

Checking the ongoing alerts about Sa Real for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Sa Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Sa Real Alerts

Equity Alerts and Improvement Suggestions

The fund maintains 99.55% of its assets in stocks
Additionally, take a look at World Market Map. 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 Global Correlations module to find global opportunities by holding instruments from different markets.

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.