Sound Mind Financials
| SMIFX Fund | USD 10.46 0.01 0.1% |
Sound |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sound Mind Fund Summary
Sound Mind competes with Vanguard Reit, Virtus Real, Baron Real, Columbia Real, and Jhancock Real. The SMI Fund seeks to achieve its objective by investing in a diversified portfolio of other investment companies using a Stock Upgrading strategy. This strategy is a systematic investment approach that is based on the belief of SMI Advisory Services, LLC , the SMI Funds adviser, that superior returns can be obtained by constantly monitoring the performance of a wide universe of other investment companies, and standing ready to move assets into funds deemed by the Advisor to be most attractive at the time of analysis. The fund is non-diversified.Specialization | Allocation--85%+ Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92046L6920 |
| Business Address | Valued Advisers Trust |
| Mutual Fund Family | SMI Funds |
| Mutual Fund Category | Allocation--85%+ Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 764 3863 |
| Currency | USD - US Dollar |
Sound Mind Key Financial Ratios
Sound Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sound Mind's current stock value. Our valuation model uses many indicators to compare Sound Mind value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sound Mind competition to find correlations between indicators driving Sound Mind's intrinsic value. More Info.Sound Mind Investing is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sound Mind Investing is roughly 10.64 . 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 Sound Mind's earnings, one of the primary drivers of an investment's value.Sound Mind Investing Systematic Risk
Sound Mind's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sound Mind volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was nine with a total number of output elements of fifty-two. The Beta measures systematic risk based on how returns on Sound Mind Investing correlated with the market. If Beta is less than 0 Sound Mind generally moves in the opposite direction as compared to the market. If Sound Mind Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sound Mind Investing is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sound Mind is generally in the same direction as the market. If Beta > 1 Sound Mind moves generally in the same direction as, but more than the movement of the benchmark.
Sound Mind September 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sound Mind help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sound Mind Investing. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sound Mind Investing based on widely used predictive technical indicators. In general, we focus on analyzing Sound Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sound Mind's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.52 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 2.22 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 0.9109 |
Other Information on Investing in Sound Mutual Fund
Sound Mind financial ratios help investors to determine whether Sound Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sound with respect to the benefits of owning Sound Mind security.
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