Spectrum Fund Institutional Fund Manager Performance Evaluation
| SRUIX Fund | USD 15.27 -0.10 -0.65% |
The fund secures a Beta (Market Risk) of 0.96, which means possible diversification benefits within a given portfolio. SPECTRUM FUND tracks the broader market closely, rising and falling roughly in step with the benchmark.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Spectrum Fund Institutional generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong forward indicators, SPECTRUM FUND is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.5100 |
SPECTRUM |
Relative Risk vs. Return Landscape
If you had invested $ 1,531 in Spectrum Fund Institutional on December 14, 2025 and sold it today you would have lost $ 4.00 from holding Spectrum Fund Institutional or given up 0.26% of portfolio value over 90 days. Spectrum Fund Institutional is currently producing negative expected returns and carries 0.7924% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than SPECTRUM, 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 Spectrum Fund
Below is the normalized historical share price chart for Spectrum Fund Institutional extending back to October 31, 2016. 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 SPECTRUM FUND stands at 15.27, as last reported on the 14th of March 2026, with the highest price reaching 15.27 and the lowest price hitting 15.27 during the day.Macro event markers
Target Price Odds to finish over Current Price
For SPECTRUM Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 15.27 | 90 days | 15.27 | about 88.14 |
Based on standard probability analysis, the odds of SPECTRUM FUND moving above the current price in 90 days from now are about 88.14 (The chart above shows the probability distribution of SPECTRUM Mutual Fund prices over the next 90 days).
SPECTRUM FUND Price Density |
| Price |
Predictive Modules for SPECTRUM FUND
Accurately predicting the fund market is one of the most challenging tasks in investing. For Spectrum Fund, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process — comparing methods and results helps investors develop a more nuanced view of potential outcomes.The mean reversion principle applied to SPECTRUM FUND's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and SPECTRUM FUND has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Spectrum Fund Institutional should monitor SPECTRUM FUND's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.96 | |
σ | Overall volatility | 0.33 | |
Ir | Information ratio | 0.10 |
Investor Alerts and Insights
Alerts and suggestions for SPECTRUM FUND give investors a structured way to monitor the fund for material events. Spectrum Fund notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| Spectrum Fund generated a negative expected return over the last 90 days | |
| The fund maintains about 20.15% of its assets in cash |
SPECTRUM FUND Fundamentals Growth
SPECTRUM Mutual Fund performance is fundamentally tied to SPECTRUM FUND's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for SPECTRUM Mutual Fund.
| Total Asset | 204.16 M | |||
Performance Metrics & Calculation Methodology
SPECTRUM FUND 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 Spectrum Fund Institutional come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.