Sampp Smallcap Index Fund Manager Performance Evaluation
| SMCIX Fund | USD 21.41 0.44 2.10% |
The fund holds a Beta (Systematic Risk) of 1.16, which alludes to elevated sensitivity to broad market movements. Sampp Smallcap tends to amplify market moves - gaining more in rallies but giving back more during declines.
Risk-Adjusted Performance
Weak
Weak | Strong |
For the recent 90-day horizon, Sampp Smallcap Index failed to convert risk into positive risk-adjusted performance. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Despite somewhat strong forward indicators, Sampp Smallcap is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of January 2026 | |
| Expense Ratio | 0.8600 |
Sampp |
Relative Risk vs. Return Landscape
If you had invested $ 2,146 in Sampp Smallcap Index on December 24, 2025 and sold it today you would have lost $ 5.00 from holding Sampp Smallcap Index or given up 0.23% of portfolio value over 90 days. Sampp Smallcap Index is currently producing a 0.0023% return and carries 1.1201% 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 |
Historical Prices of Sampp Smallcap Index
Below is the normalized historical share price chart for Sampp Smallcap Index extending back to December 02, 1996. 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 Smallcap stands at 21.41, as last reported on the 24th of March, with the highest price reaching 21.41 and the lowest price hitting 21.41 during the day.Macro event markers
Target Price Odds to finish over Current Price
For Sampp Mutual Fund, the tendency of price to converge toward a long-term average provides a useful forecasting baseline. Investors have relied on this tendency for decades, though persistent mispricings in some instruments suggest additional risk factors. Certain funds show persistent deviations from fair value, typically explained by the risk investors bear. Applying mean reversion analysis to Sampp Mutual Fund helps identify potential entry points when prices are extended.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 21.41 | 90 days | 21.41 | about 85.3 |
Based on standard probability analysis, the odds of Sampp Smallcap moving above the current price in 90 days from now are about 85.3 . That keeps the near-term bias tilted toward stronger price outcomes for this fund. (The curve highlights the price band where the market has recently concentrated expectations for Sampp Mutual Fund over the next 90 days). A narrower shape indicates the market has recently priced Sampp Mutual Fund into a more concentrated outcome range.
Sampp Smallcap Price Density |
| Price |
Predictive Modules for Sampp Smallcap
A variety of analytical techniques are available for forecasting Sampp Smallcap Index and the broader fund market. From technical pattern analysis to statistical models, each method contributes a different perspective on Sampp Smallcap Index. A systematic comparison of model outputs provides context to form a more balanced perspective on Sampp Smallcap Index. Refining forecasting methods over time can incrementally improve the quality of decisions made about Sampp Smallcap Index.The mean reversion principle applied to Sampp Smallcap's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of Sampp Smallcap's price dislocation is essential before acting on a mean reversion signal. The mean reversion tendency in Sampp Smallcap's price is a well-documented phenomenon in academic research. In many cases, Sampp Smallcap's price extremes present statistical patterns that have recurred historically.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, with Sampp Smallcap experiencing notable price swings. Sampp Smallcap has reflected this volatile environment with periods of significant price swings. Tracking shifts in Sampp Smallcap's fundamental risk indicators is one approach to mitigating this exposure. This risk data equips investors with the information needed to adjust Sampp Smallcap Index exposure proactively.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 1.16 | |
σ | Overall volatility | 0.61 | |
Ir | Information ratio | 0.07 |
Investor Alerts and Insights
Alerts and suggestions for Sampp Smallcap give investors a structured way to monitor the fund for material events. Sampp Smallcap Index alerts cover shifts in fundamentals, technical conditions, and significant market-moving events. Alert frequency for Sampp Smallcap adjusts dynamically based on market volatility and event activity. Regularly reviewing Sampp Smallcap Index alerts keeps investors aligned with evolving market conditions.| Latest headline from news.google.com: HSSC Health Worker Salary 2026 Pay Scale, In-Hand, Allowances - Jagran Josh | |
| The fund maintains 99.1% of its assets in stocks |
Sampp Smallcap Fundamentals Growth
Sampp Mutual Fund performance is fundamentally tied to Sampp Smallcap's financial health and growth outlook. Investors track revenue and earnings growth, margin stability, and balance sheet health for Sampp Mutual Fund. The market prices Sampp Mutual Fund according to Sampp Smallcap's ability to generate revenue and manage debt effectively. Investors evaluating Sampp Mutual Fund should focus on Sampp Smallcap's earnings quality and revenue momentum.
| Price To Earning | 20.58 X | |||
| Price To Book | 1.98 X | |||
| Price To Sales | 1.02 X | |||
| Total Asset | 53.42 M | |||
Performance Metrics & Calculation Methodology
Sampp Smallcap performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Market sensitivity appears generally aligned with broader economic conditions.
Inputs for Sampp Smallcap Index come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.