Siit Opportunistic Income Fund Three Year Return
Siit Opportunistic Income fundamentals help investors to digest information that contributes to Siit Opportunistic's financial success or failures. It also enables traders to predict the movement of Siit Mutual Fund. The fundamental analysis module provides a way to measure Siit Opportunistic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Siit Opportunistic mutual fund.
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Siit Opportunistic Income Mutual Fund Three Year Return Analysis
Siit Opportunistic's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Siit Opportunistic Three Year Return | 6.31 % |
Most of Siit Opportunistic's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Siit Opportunistic Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Siit Opportunistic Income has a Three Year Return of 6.3061%. This is much higher than that of the SEI family and significantly higher than that of the Multisector Bond category. The three year return for all United States funds is notably lower than that of the firm.
Siit Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Siit Opportunistic's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Siit Opportunistic could also be used in its relative valuation, which is a method of valuing Siit Opportunistic by comparing valuation metrics of similar companies.Siit Opportunistic is one of the top funds in three year return among similar funds.
Fund Asset Allocation for Siit Opportunistic
The fund consists of 91.82% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Siit Opportunistic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Siit Fundamentals
| Total Asset | 764.89 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 1.00 % | |||
| One Year Return | 7.25 % | |||
| Three Year Return | 6.31 % | |||
| Five Year Return | 5.07 % | |||
| Ten Year Return | 3.10 % | |||
| Net Asset | 1.76 B | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.06 | |||
| Cash Position Weight | 7.61 % | |||
| Bond Positions Weight | 91.82 % |
About Siit Opportunistic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Siit Opportunistic Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Siit Opportunistic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Siit Opportunistic Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Other Tools for Siit Mutual Fund
When running Siit Opportunistic's price analysis, check to measure Siit Opportunistic'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 Siit Opportunistic is operating at the current time. Most of Siit Opportunistic's value examination focuses on studying past and present price action to predict the probability of Siit Opportunistic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Siit Opportunistic's price. Additionally, you may evaluate how the addition of Siit Opportunistic to your portfolios can decrease your overall portfolio volatility.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |