Sampp 500 Pure Fund Manager Performance Evaluation

RYZAX Fund  USD 122.91  -1.64  -1.32%   
The fund shows a Beta (Systematic Risk) of -0.11, which alludes to very low measured sensitivity to broad market movements. As returns on the market increase, returns on SP 500 tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, SP 500 is likely to outperform the market.
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
During the last 90 trading days, Sampp 500 Pure produced negative risk-adjusted performance, which signals weak return efficiency for fund investors. Used correctly, this score supports evaluation of raw price movement versus actual return efficiency. Despite somewhat strong basic indicators, SP 500 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 Ratio1.5500
  

Relative Risk vs. Return Landscape

If you had invested $ 12,266 in Sampp 500 Pure on December 22, 2025 and sold it today you would have earned a total of $ 25.00 from holding Sampp 500 Pure or generated 0.2% return on investment over 90 days. Sampp 500 Pure is currently producing a 0.0068% return and carries 0.852% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than RYZAX, 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 highlights whether the current reward profile compensates for the level of uncertainty assumed. Assuming a 90-day horizon SP 500 is expected to generate 1.04 times more return on investment than the market. However, the fund is 1.04 times more volatile than its market benchmark. It trades about 0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.11 per unit of risk.

Target Price Odds to finish over Current Price

The tendency of RYZAX Mutual Fund price to converge on an average value over time is a well-known pattern in finance. Despite this pattern, historical data suggests that some funds remain persistently mispriced until markets correct.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
122.91 90 days 122.91
about 91.71
Based on a normal probability distribution, the odds of SP 500 moving above the current price in 90 days from now are about 91.71 . The calculation reflects the observed volatility and distributional characteristics of this fund. (This Sampp 500 Pure probability density function shows the probability of RYZAX Mutual Fund falling within a particular price range over 90 days). Wider distributions indicate higher uncertainty about where RYZAX Mutual Fund will trade after 90 days.
Assuming a 90-day horizon Sampp 500 Pure has a beta of -0.11 indicating that as returns on the benchmark increase, returns on SP 500 tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Sampp 500 Pure is likely to outperform the market. Additionally, Sampp 500 Pure has a negative alpha, implying that the risk taken by holding this instrument is not justified. The fund is significantly underperforming the Dow Jones Industrial.
   SP 500 Price Density   
       Price  

Predictive Modules for SP 500

Numerous approaches exist for forecasting the fund market and estimating future values of Sampp 500 Pure. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making.
Experienced market participants anticipate that SP 500's price will even out over time. Periods when SP 500's deviates significantly from its historical mean may warrant further fundamental analysis.
Hype
Prediction
LowEstimatedHigh
122.06122.91123.76
Details
Intrinsic
Valuation
LowRealHigh
118.88119.73135.20
Details
Analyzing SP 500 in isolation is insufficient for informed investment decisions. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the mutual fund market, and SP 500 is no exception. SP 500 has experienced periods of rapid price declines followed by equally strong recoveries.
α
Alpha over Dow Jones
-0.0141
β
Beta against Dow Jones-0.11
σ
Overall volatility
3.42
Ir
Information ratio 0.11

Investor Alerts and Insights

Automated alerts tied to SP 500 help investors stay ahead of material changes in fund conditions. Sampp 500 Pure notifications flag important changes in technical indicators, fundamentals, and market conditions.
The fund maintains 99.44% of its assets in stocks

SP 500 Fundamentals Growth

RYZAX Mutual Fund prices reflect investors' perceptions of SP 500's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape RYZAX Mutual Fund market performance.

Performance Metrics & Calculation Methodology

SP 500 performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Risk-adjusted measures provide context for return efficiency across regimes.

Unless otherwise specified, data for Sampp 500 Pure is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. 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 March 21st, 2026