Simt Tax Managed Smallmid Fund Manager Performance Evaluation
| STMPX Fund | USD 23.81 0.47 2.01% |
The fund has a Market Sensitivity (Beta) of 1.11, which alludes to elevated sensitivity to broad market movements. Simt Tax returns are very sensitive to returns on the market. As the market goes up or down, Simt Tax is expected to follow.
Risk-Adjusted Performance
Weak
Weak | Strong |
During the last 90 trading days, Simt Tax Managed Smallmid produced negative risk-adjusted performance, which signals weak return efficiency for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong basic indicators, Simt Tax is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Simt |
Relative Risk vs. Return Landscape
If you had invested $ 2,450 in Simt Tax Managed Smallmid on December 24, 2025 and sold it today you would have lost $ 69.00 from holding Simt Tax Managed Smallmid or given up 2.82% of portfolio value over 90 days. Simt Tax Managed Smallmid is currently producing negative expected returns and carries 1.0867% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Simt, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Historical Prices of Simt Tax Managed
Below is the normalized historical share price chart for Simt Tax Managed Smallmid extending back to December 31, 2014. 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 Simt Tax stands at 23.81, as last reported on the 24th of March, with the highest price reaching 23.81 and the lowest price hitting 23.81 during the day.Macro event markers
Target Price Odds to finish over Current Price
The concept of mean reversion, where Simt Mutual Fund price gravitates toward equilibrium, is fundamental to market analysis. This pattern is a cornerstone of many forecasting models, though periods of persistent mispricing occur.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 23.81 | 90 days | 23.81 | more than 94.0 |
Statistical modeling indicates that the probability of Simt Tax moving above the current price in 90 days from now is more than 94.0 . That leaves the short-horizon profile tilted toward better-than-current-price outcomes. (This fund distribution maps the range in which Simt Mutual Fund has been most likely to trade over the next 90 days).
Simt Tax Price Density |
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Predictive Modules for Simt Tax
Accurately predicting the fund market is one of the most challenging tasks for investors analyzing Simt Tax Managed. No single approach dominates, but the practice of forecasting remains an essential element of the investment process.Experienced investors tracking Simt Tax's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in Simt Tax.
Primary Risk Indicators
Volatility has been a defining feature of the mutual fund market in recent decades, and Simt Tax has reflected that pattern. Sudden corrections and sharp rallies have tested many portfolios that include Simt Tax.α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 1.11 | |
σ | Overall volatility | 0.65 | |
Ir | Information ratio | 0.08 |
Investor Alerts and Insights
For investors following Simt Tax, automated alerts provide early signals of meaningful shifts in fund dynamics. Simt Tax Managed notifications highlight material changes that could affect portfolio decisions and overall risk exposure.| Simt Tax Managed generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: The Urology Foundation launches bold Name It campaign tapping into surprising creativity of British mens anatomy nicknames - from Big Ben to Long Dong Silver - The Malaysian Reserve | |
| The fund maintains 98.62% of its assets in stocks |
Simt Tax Fundamentals Growth
The pricing of Simt Mutual Fund is heavily influenced by Simt Tax's fundamental performance over time. Investors monitor revenue growth, profit margins, cash flow generation, and debt management as key indicators.
| Total Asset | 862.91 M | |||
Performance Metrics & Calculation Methodology
Simt Tax performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Consistency across periods improves confidence in structural behavior.
Reported values for Simt Tax Managed Smallmid are derived from fund disclosures and market reference feeds and then standardized for analysis. Refresh timing depends on source availability. Return and risk statistics are calculated from historical price series.