SBFAX Mutual Fund Quote

SBFAX
 Fund
  

USD 29.22  0.24  0.81%   

Market Performance
0 of 100
Odds Of Distress
Less than 32
1919 FINANCIAL is trading at 29.22 as of the 8th of December 2022; that is -0.81% down since the beginning of the trading day. The fund's open price was 29.46. 1919 FINANCIAL has about a 32 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for 1919 FINANCIAL SERVICES are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of February 2021 and ending today, the 8th of December 2022. Click here to learn more.
CUSIP
89832P879
ISIN
US89832P8793
Fiscal Year End
December
The fund normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. 1919 Financial is traded on NASDAQ Exchange in the United States.. More on 1919 FINANCIAL SERVICES

Moving together with 1919 FINANCIAL

+0.88JPMJPMorgan Chase Sell-off TrendPairCorr

1919 FINANCIAL 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. 1919 FINANCIAL's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding 1919 FINANCIAL or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
1919 FINANCIAL generated a negative expected return over the last 90 days
The fund generated three year return of -1.0%
1919 FINANCIAL SERVICES maintains 98.17% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of 1919 FINANCIAL's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellFairly Valued
Startdate31st of March 2017
1919 FINANCIAL SERVICES [SBFAX] is traded in USA and was established 8th of December 2022. The fund is listed under Financial category and is part of 1919 Funds family. 1919 FINANCIAL SERVICES at this time has accumulated 165.3 M in assets with no minimum investment requirements, while the total return for the last 3 years was -0.96%.
Check 1919 FINANCIAL Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SBFAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SBFAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as 1919 FINANCIAL SERVICES Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top 1919 FINANCIAL SERVICES Mutual Fund Constituents

1919 FINANCIAL Target Price Odds Analysis

Based on a normal probability distribution, the odds of 1919 FINANCIAL jumping above the current price in 90 days from now is about 35.97%. The 1919 FINANCIAL SERVICES probability density function shows the probability of 1919 FINANCIAL mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon 1919 FINANCIAL SERVICES has a beta of -0.0041. This usually implies as returns on benchmark increase, returns on holding 1919 FINANCIAL are expected to decrease at a much lower rate. During the bear market, however, 1919 FINANCIAL SERVICES is likely to outperform the market. Additionally, the company has an alpha of 0.0429, implying that it can generate a 0.0429 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 29.22HorizonTargetOdds Above 29.22
63.73%90 days
 29.22 
35.97%
Based on a normal probability distribution, the odds of 1919 FINANCIAL to move above the current price in 90 days from now is about 35.97 (This 1919 FINANCIAL SERVICES probability density function shows the probability of SBFAX Mutual Fund to fall within a particular range of prices over 90 days) .

1919 FINANCIAL SERVICES Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. 1919 FINANCIAL market risk premium is the additional return an investor will receive from holding 1919 FINANCIAL 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 1919 FINANCIAL. 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 1919 FINANCIAL's alpha and beta are two of the key measurements used to evaluate 1919 FINANCIAL's performance over the market, the standard measures of volatility play an important role as well.

1919 FINANCIAL Against Markets

Picking the right benchmark for 1919 FINANCIAL 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 1919 FINANCIAL 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 1919 FINANCIAL is critical whether you are bullish or bearish towards 1919 FINANCIAL SERVICES at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in 1919 FINANCIAL 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 Manager Now

   

Portfolio Manager

State of the art Portfolio Manager to monitor and improve performance of your invested capital
All  Next Launch Module

Invested in 1919 FINANCIAL SERVICES?

The danger of trading 1919 FINANCIAL SERVICES 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 1919 FINANCIAL 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 1919 FINANCIAL. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile 1919 FINANCIAL SERVICES 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.
Additionally, take a look at World Market Map. Note that the 1919 FINANCIAL SERVICES information on this page should be used as a complementary analysis to other 1919 FINANCIAL's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

Complementary Tools for SBFAX Mutual Fund analysis

When running 1919 FINANCIAL SERVICES price analysis, check to measure 1919 FINANCIAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy 1919 FINANCIAL is operating at the current time. Most of 1919 FINANCIAL's value examination focuses on studying past and present price action to predict the probability of 1919 FINANCIAL's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move 1919 FINANCIAL's price. Additionally, you may evaluate how the addition of 1919 FINANCIAL to your portfolios can decrease your overall portfolio volatility.
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Go
Please note, there is a significant difference between 1919 FINANCIAL's value and its price as these two are different measures arrived at by different means. Investors typically determine 1919 FINANCIAL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 1919 FINANCIAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.