Sterling Capital Focus Etf Performance
| LCG Etf | USD 31.00 0.36 1.15% |
The entity has a beta of 0.62, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sterling Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sterling Capital is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days Sterling Capital Focus has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable fundamental indicators, Sterling Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| In Threey Sharp Ratio | 0.18 |
Sterling |
Sterling Capital Relative Risk vs. Return Landscape
If you would invest 3,140 in Sterling Capital Focus on November 28, 2024 and sell it today you would lose (40.00) from holding Sterling Capital Focus or give up 1.27% of portfolio value over 90 days. Sterling Capital Focus is generating negative expected returns assuming volatility of 1.2172% on return distribution over 90 days investment horizon. In other words, 10% of etfs are less volatile than Sterling, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Sterling Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Sterling Capital Focus, and traders can use it to determine the average amount a Sterling Capital's 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 = -0.0122
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LCG |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sterling Capital 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 Sterling Capital by adding Sterling Capital to a well-diversified portfolio.
Sterling Capital Fundamentals Growth
Sterling Etf prices reflect investors' perceptions of the future prospects and financial health of Sterling Capital, and Sterling Capital 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 Sterling Etf performance.
| Total Asset | 50.23 M | |||
About Sterling Capital Performance
By analyzing Sterling Capital's fundamental ratios, stakeholders can gain valuable insights into Sterling Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sterling Capital 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 Sterling Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund is an actively managed exchange traded fund . Sterling Capital is traded on NYSEARCA Exchange in the United States.| Sterling Capital generated a negative expected return over the last 90 days | |
| The fund maintains 99.9% of its assets in stocks |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Sterling Capital Focus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
The market value of Sterling Capital Focus is measured differently than its book value, which is the value of Sterling that is recorded on the company's balance sheet. Investors also form their own opinion of Sterling Capital's value that differs from its market value or its book value, called intrinsic value, which is Sterling Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sterling Capital's market value can be influenced by many factors that don't directly affect Sterling Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sterling Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sterling Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sterling Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.