Sit Balanced Financials
| SIBAX Fund | USD 34.37 0.01 0.03% |
Sit |
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.
Sit Balanced Fund Summary
Sit Balanced competes with Value Line, Sit Large, Sit Small, Plumb Balanced, and Sit International. The fund invests between 35 percent and 65 percent of its assets in common stocks and between 35 percent and 65 percent in fixed-income securities. Sit Balanced is traded on NASDAQ Exchange in the United States.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Sit Mutual Funds |
| Mutual Fund Family | Sit |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 332 5580 |
| Currency | USD - US Dollar |
Sit Balanced Key Financial Ratios
Sit Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sit Balanced's current stock value. Our valuation model uses many indicators to compare Sit Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sit Balanced competition to find correlations between indicators driving Sit Balanced's intrinsic value. More Info.Sit Balanced Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sit Balanced Fund is roughly 6.05 . 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 Sit Balanced's earnings, one of the primary drivers of an investment's value.Sit Balanced Systematic Risk
Sit Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sit Balanced 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Sit Balanced correlated with the market. If Beta is less than 0 Sit Balanced generally moves in the opposite direction as compared to the market. If Sit Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sit Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sit Balanced is generally in the same direction as the market. If Beta > 1 Sit Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Sit Balanced March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sit Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sit Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sit Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Sit Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sit Balanced's daily price indicators and compare them against related drivers.
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.29 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.09 |
Other Information on Investing in Sit Mutual Fund
Sit Balanced financial ratios help investors to determine whether Sit 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 Sit with respect to the benefits of owning Sit Balanced security.
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