Technology Munications Portfolio Fund Manager Performance Evaluation
| STPCX Fund | USD 11.44 0.16 1.42% |
The entity has a beta of 0.85, which indicates possible diversification benefits within a given portfolio. Technology Communications returns are very sensitive to returns on the market. As the market goes up or down, Technology Communications is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Technology Munications Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 28th of December 2022 | |
| Expense Ratio | 3.2200 |
Technology |
Technology Communications Relative Risk vs. Return Landscape
If you would invest 1,464 in Technology Munications Portfolio on December 1, 2024 and sell it today you would lose (320.00) from holding Technology Munications Portfolio or give up 21.86% of portfolio value over 90 days. Technology Munications Portfolio is currently producing negative expected returns and takes up 2.8097% volatility of returns over 90 trading days. Put another way, 25% of traded mutual funds are less volatile than Technology, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Technology Communications Current Valuation
Undervalued
Today
Please note that Technology Communications' price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Technology Communications has a current Real Value of $11.86 per share. The regular price of the fund is $11.44. We determine the value of Technology Communications from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Technology Communications is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Technology Mutual Fund. However, Technology Communications' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.44 | Real 11.86 | Hype 11.44 |
The intrinsic value of Technology Communications' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Technology Communications' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Technology Munications Portfolio helps investors to forecast how Technology mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Technology Communications more accurately as focusing exclusively on Technology Communications' fundamentals will not take into account other important factors: Technology Communications Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Technology Communications' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Technology Munications Portfolio, and traders can use it to determine the average amount a Technology Communications' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1304
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STPCX |
Estimated Market Risk
| 2.81 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.37 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Technology Communications is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Technology Communications by adding Technology Communications to a well-diversified portfolio.
Technology Communications Fundamentals Growth
Technology Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Technology Communications, and Technology Communications fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Technology Mutual Fund performance.
| Price To Earning | 20.54 X | ||||
| Price To Book | 3.76 X | ||||
| Price To Sales | 2.43 X | ||||
| Total Asset | 2.98 M | ||||
About Technology Communications Performance
Evaluating Technology Communications' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Technology Communications has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Technology Communications has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value . Saratoga Advantage is traded on NASDAQ Exchange in the United States.Things to note about Technology Communications performance evaluation
Checking the ongoing alerts about Technology Communications for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Technology Communications help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Technology Communications generated a negative expected return over the last 90 days | |
| The fund maintains 99.28% of its assets in stocks |
- Analyzing Technology Communications' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Technology Communications' stock is overvalued or undervalued compared to its peers.
- Examining Technology Communications' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Technology Communications' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Technology Communications' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Technology Communications' mutual fund. These opinions can provide insight into Technology Communications' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Technology Mutual Fund
Technology Communications financial ratios help investors to determine whether Technology 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 Technology with respect to the benefits of owning Technology Communications security.
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