Simt Real Return Fund Quote
| SRYRX Fund | USD 9.55 0.01 0.10% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Simt Real is trading at 9.55 as of the 7th of May 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.54. Simt Real has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Simt Real Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of May 2022 and ending today, the 7th of May 2024. Click here to learn more.
Under normal circumstances, the fund will invest a significant portion of its assets in investment grade fixed income securities, including inflation-indexed bonds of varying maturities issued by the U.S. Treasury, other U.S. government agencies and instrumentalities. More on Simt Real Return
Moving together with Simt Mutual Fund
| 0.82 | SAAAX | Simt Multi Asset | PairCorr |
| 0.71 | SRWAX | Saat Market Growth | PairCorr |
| 0.63 | SSEAX | Siit Screened World | PairCorr |
| 0.66 | SSGAX | Saat Aggressive Strategy | PairCorr |
| 0.65 | SASDX | Saat Aggressive Strategy | PairCorr |
Simt Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Simt Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Simt Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | SEI Funds, Large Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, SEI (View all Sectors) |
Simt Real Return [SRYRX] is traded in USA and was established 7th of May 2024. Simt Real is listed under SEI category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of SEI family. This fund at this time has accumulated 255.83 M in assets with no minimum investment requirementsSimt Real Return is currently producing year-to-date (YTD) return of 0.75% with the current yeild of 0.01%, while the total return for the last 3 years was 1.07%.
Check Simt Real Probability Of Bankruptcy
Instrument Allocation
Simt Real Target Price Odds Analysis
Based on a normal probability distribution, the odds of Simt Real jumping above the current price in 90 days from now is roughly 2.31%. The Simt Real Return probability density function shows the probability of Simt Real mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Simt Real has a beta of 0.1154. This usually implies as returns on the market go up, Simt Real average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Simt Real Return will be expected to be much smaller as well. Additionally, simt Real Return has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Simt Real to move above the current price in 90 days from now is roughly 2.31 (This Simt Real Return probability density function shows the probability of Simt Mutual Fund to fall within a particular range of prices over 90 days) .
Simt Real Top Holders
| SICIX | Saat Servative Strategy | Mutual Fund | Allocation--15% to 30% Equity |
| SEDIX | Saat Defensive Strategy | Mutual Fund | Short-Term Bond |
| SNSAX | Saat Defensive Strategy | Mutual Fund | Short-Term Bond |
| SSTDX | Saat Servative Strategy | Mutual Fund | Allocation--15% to 30% Equity |
| SVSAX | Saat Servative Strategy | Mutual Fund | Allocation--15% to 30% Equity |
| SMSIX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity |
| SMOAX | Saat Moderate Strategy | Mutual Fund | Allocation--30% to 50% Equity |
Simt Real Return Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Simt Real market risk premium is the additional return an investor will receive from holding Simt Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simt Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Simt Real's alpha and beta are two of the key measurements used to evaluate Simt Real's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.121 | |||
| Semi Deviation | 0.1442 | |||
| Standard Deviation | 0.1793 | |||
| Variance | 0.0322 |
Simt Real Against Markets
Picking the right benchmark for Simt Real mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Simt Real mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Simt Real is critical whether you are bullish or bearish towards Simt Real Return at a given time. Please also check how Simt Real's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Simt Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Comparator Now
Portfolio ComparatorCompare the composition, asset allocations and performance of any two portfolios in your account |
| All Next | Launch Module |
How to buy Simt Mutual Fund?
Before investing in Simt Real, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Simt Real. To buy Simt Real fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Simt Real. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Simt Real fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Simt Real Return fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Simt Real Return fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Simt Real Return, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Simt Real Return?
The danger of trading Simt Real Return is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Simt Real is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Simt Real. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Simt Real Return is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simt Real Return. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.