Steward Small Competition

TRDFX Fund  USD 14.10  0.16  1.12%   
Steward Small Mid competes with Steward Large, Steward Global, Steward Select, Steward Small-mid, and Buffalo Large; as well as few others. The fund is listed under Small Blend category and is part of Crossmark Steward Funds family. Analyzing Steward Small competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Steward Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Steward Small Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Steward Small competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
13.0614.1015.14
Details
Intrinsic
Valuation
LowRealHigh
12.9413.9815.02
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Steward Small. Your research has to be compared to or analyzed against Steward Small's peers to derive any actionable benefits. When done correctly, Steward Small's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Steward Small Mid.

Steward Small Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Steward Small and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Steward and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Steward Small Mid does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
BUFEXSEEKX
SCECXSEEKX
BUFEXSCECX
BUFEXSGIDX
SGIDXSEEKX
SCECXSGIDX
  
High negative correlations   
BUFEXSEAKX
SEAKXSEEKX
SCECXSEAKX
SEAKXSGIDX

Risk-Adjusted Indicators

There is a big difference between Steward Mutual Fund performing well and Steward Small Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Steward Small's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Steward Small Competitive Analysis

The better you understand Steward Small competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Steward Small's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Steward Small's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
TRDFX SEEKX SGIDX SEAKX SCECX BUFEX
 1.12 
 14.10 
Steward
 0.21 
 38.47 
Steward
 0.09 
 35.28 
Steward
 0.27 
 22.59 
Steward
 0.14 
 14.57 
Steward
 0.50 
 55.34 
Buffalo
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Net Asset
Minimum Initial Investment
Price To Book
Five Year Return
One Year Return
Last Dividend Paid
Price To Earning
Price To Sales
Cash Position Weight
Equity Positions Weight
Three Year Return
Annual Yield
Year To Date Return
Ten Year Return
Daily Balance Of Power
Day Typical Price
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Steward Small Competition Performance Charts

Five steps to successful analysis of Steward Small Competition

Steward Small's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Steward Small Mid in relation to its competition. Steward Small's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Steward Small in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Steward Small's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Steward Small Mid, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Steward Small position

In addition to having Steward Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Long Short Funds Thematic Idea Now

Long Short Funds
Long Short Funds Theme
Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. The Long Short Funds theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Long Short Funds Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Steward Mutual Fund

Steward Small financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Small security.
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital