Steward Covered Financials
| SCJAX Fund | USD 8.46 0.02 0.24% |
Steward |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Steward Covered Fund Summary
Steward Covered competes with Steward Small-mid, Steward Small-mid, Steward Covered, and Steward Select. The fund invests in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the funds portfolio when compared to the broader uncovered large cap securities market.Specialization | Derivative Income, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Steward Funds, |
| Mutual Fund Family | Crossmark Steward Funds |
| Mutual Fund Category | Derivative Income |
| Benchmark | Dow Jones Industrial |
| Phone | 888 845 6910 |
| Currency | USD - US Dollar |
Steward Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Steward Covered's current stock value. Our valuation model uses many indicators to compare Steward Covered value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Steward Covered competition to find correlations between indicators driving Steward Covered's intrinsic value. More Info.Steward Ered Call is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 3,684 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Steward Covered's earnings, one of the primary drivers of an investment's value.Steward Ered Call Systematic Risk
Steward Covered's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Steward Covered volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Steward Ered Call correlated with the market. If Beta is less than 0 Steward Covered generally moves in the opposite direction as compared to the market. If Steward Covered Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Steward Ered Call is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Steward Covered is generally in the same direction as the market. If Beta > 1 Steward Covered moves generally in the same direction as, but more than the movement of the benchmark.
Steward Covered December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Steward Covered help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Steward Ered Call. We use our internally-developed statistical techniques to arrive at the intrinsic value of Steward Ered Call based on widely used predictive technical indicators. In general, we focus on analyzing Steward Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Steward Covered's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6043 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 2.4 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 0.875 |
Other Information on Investing in Steward Mutual Fund
Steward Covered 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 Covered security.
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