SMALL Mutual Fund Manager Performance Evaluation

The entity owns a Beta (Systematic Risk) of -0.3602, which indicates possible diversification benefits within a given portfolio. Let's try to break down what SMALL's beta means in this case. As returns on the market increase, returns on owning SMALL CAPITALIZATION are expected to decrease at a much lower rate. During the bear market, SMALL CAPITALIZATION is likely to outperform the market. Even though it is essential to pay attention to SMALL CAPITALIZATION existing price patterns, it is always good to be careful when utilizing equity price patterns. Our philosophy in measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. SMALL CAPITALIZATION exposes twenty-one different technical indicators, which can help you to evaluate its performance.
SMALL Performance
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Over the last 90 days SMALL CAPITALIZATION PORTFOLIO has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, SMALL CAPITALIZATION is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low5.45
Fifty Two Week High9.14
Annual Report Expense Ratio2.09%

SMALL CAPITALIZATION Relative Risk vs. Return Landscape

If you would invest  559.00  in SMALL CAPITALIZATION PORTFOLIO on November 1, 2022 and sell it today you would lose (13.00)  from holding SMALL CAPITALIZATION PORTFOLIO or give up 2.33% of portfolio value over 90 days. SMALL CAPITALIZATION PORTFOLIO is currently producing negative expected returns and takes up 2.5687% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than SMALL, 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 SMALL CAPITALIZATION is expected to under-perform the market. In addition to that, the company is 2.27 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.12 per unit of volatility.


Today 5.46
Please note that SMALL CAPITALIZATION's price fluctuation is slightly risky at this time.
SMALL CAPITALIZATION owns a latest Real Value of $5.06 per share. The recent price of the fund is $5.46. At this time, the fund appears to be overvalued. We determine the value of SMALL CAPITALIZATION from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for SMALL CAPITALIZATION PORTFOLIO is useful when determining the fair value of the SMALL mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of SMALL CAPITALIZATION. Since SMALL CAPITALIZATION is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SMALL Mutual Fund. However, SMALL CAPITALIZATION'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.
Real Value
Estimating the potential upside or downside of SMALL CAPITALIZATION PORTFOLIO helps investors to forecast how SMALL 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 SMALL CAPITALIZATION more accurately as focusing exclusively on SMALL CAPITALIZATION's fundamentals will not take into account other important factors:
Band Projection (param)
LowerMiddle BandUpper
LowEstimated ValueHigh
Annual Dividend
LowIncome Per ShareHigh


Today, many novice investors tend to focus exclusively on investment returns with little concern for SMALL CAPITALIZATION's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as SMALL CAPITALIZATION PORTFOLIO, and traders can use it to determine the average amount a SMALL CAPITALIZATION'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 = -0.0024

Good Returns
Average Returns
Small Returns
Negative ReturnsSSCYX
Estimated Market Risk
  actual daily
 22 %
of total potential
Expected Return
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 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average SMALL CAPITALIZATION 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 SMALL CAPITALIZATION by adding it to a well-diversified portfolio.


To evaluate SMALL CAPITALIZATION 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 SMALL CAPITALIZATION 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 SMALL 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 SMALL CAPITALIZATION market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents SMALL'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 will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. Saratoga Small is traded on NASDAQ Exchange in the United States.

Things to note about SMALL CAPITALIZATION

Checking the ongoing alerts about SMALL CAPITALIZATION for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for SMALL CAPITALIZATION help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Additionally, take a look at World Market Map. You can also try Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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Please note, there is a significant difference between SMALL CAPITALIZATION's value and its price as these two are different measures arrived at by different means. Investors typically determine SMALL CAPITALIZATION value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SMALL CAPITALIZATION'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.