Sampp Midcap 400 Fund Manager Performance Evaluation

RYAVX Fund  USD 75.99  -0.32  -0.42%   
The fund retains a Market Volatility (i.e., Beta) of 0.97, which conveys possible diversification benefits within a given portfolio. With a beta near 1, Sampp Midcap is expected to mirror market movements with minimal deviation in either direction.
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
For the recent 90-day horizon, Sampp Midcap 400 failed to convert risk into positive risk-adjusted performance. Market capitalization should still be reviewed beside liquidity, leverage, and earnings quality. Despite somewhat strong basic indicators, Sampp Midcap is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date1st of August 2025
Expense Ratio1.5600
  

Relative Risk vs. Return Landscape

If you had invested $ 7,821 in Sampp Midcap 400 on December 16, 2025 and sold it today you would have lost $ 222.00 from holding Sampp Midcap 400 or given up 2.84% of portfolio value over 90 days. Sampp Midcap 400 is currently producing negative expected returns and carries 1.1266% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Sampp, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It is most useful when expected return is read together with volatility rather than in isolation. Assuming a 90-day horizon Sampp Midcap is expected to generate 1.43 times more return on investment than the market. However, the fund is 1.43 times more volatile than its market benchmark. It trades about -0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.06 per unit of risk.

Historical Prices of Sampp Midcap 400

Below is the normalized historical share price chart for Sampp Midcap 400 extending back to March 15, 2004. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Sampp Midcap stands at 75.99, as last reported on the 16th of March 2026, with the highest price reaching 75.99 and the lowest price hitting 75.99 during the day.
Macro event markers
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

Investors have observed that Sampp Mutual Fund price consistently gravitates toward a long-term mean, a foundational concept in fund forecasting. However, the speed of convergence varies - some funds remain mispriced longer than expected, reflecting underlying risk premiums.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
75.99 90 days 75.99
about 97.0
Using a probability distribution approach, the odds of Sampp Midcap moving above the current price in 90 days from now are about 97.0 (This Sampp Midcap 400 density function shows the distribution of likely prices for Sampp Mutual Fund over a 90-day period).
Assuming a 90-day horizon Sampp Midcap has a beta of 0.97 indicating Sampp Midcap 400 market returns are sensitive to returns on the market. As the market goes up or down, Sampp Midcap is expected to follow. Additionally, Sampp Midcap 400 has an alpha of 0.0046, implying that it can generate a 0.0046 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   Sampp Midcap Price Density   
       Price  

Predictive Modules for Sampp Midcap

Predicting future values of Sampp Midcap 400 and the fund market as a whole involves navigating significant uncertainty. By applying different forecasting techniques and comparing their outputs, investors can develop a more informed view of potential outcomes, even though unexpected events may always affect results.
Valuation-driven investors use mean reversion to time Sampp Midcap's investments: buying when it trades materially below its historical average valuation multiples and selling when it reaches premium territory.
Hype
Prediction
LowEstimatedHigh
74.8675.9977.12
Details
Intrinsic
Valuation
LowRealHigh
69.8370.9683.59
Details
Naive
Forecast
LowNextHigh
73.4874.6175.73
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
75.2681.0186.77
Details
Standalone analysis of Sampp Midcap captures the company's individual story, but peer benchmarking reveals whether that story is exceptional or simply average within its competitive landscape.

Primary Risk Indicators

Volatility in the mutual fund market over the past 10-20 years has created both winners and losers. Sampp Midcap has seen its share of dramatic price moves during this period. A risk management approach that monitors Sampp Midcap's volatility, elasticity, and fundamental indicators can help investors in Sampp Midcap 400 protect against downside risk.
α
Alpha over Dow Jones
0.0046
β
Beta against Dow Jones0.97
σ
Overall volatility
2.37
Ir
Information ratio 0.01

Investor Alerts and Insights

Systematic monitoring of Sampp Midcap through automated alerts helps investors stay informed about meaningful fund changes. Sampp Midcap 400 notifications focus on material developments in technical patterns and fundamental conditions.
Sampp Midcap 400 generated a negative expected return over the last 90 days
The fund maintains 99.75% of its assets in stocks

Sampp Midcap Fundamentals Growth

Sampp Mutual Fund valuation hinges on Sampp Midcap's fundamental financial indicators. Revenue growth, profitability trends, cash flow generation, and balance sheet stability are the primary inputs that drive investor confidence in Sampp Mutual Fund.

Performance Metrics & Calculation Methodology

Sampp Midcap performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative positioning strengthens peer context in multi-asset comparisons.

For Sampp Midcap 400, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board
Last reviewed on February 25th, 2026