Steward Small Mid Cap Fund Manager Performance Evaluation
| SCECX Fund | USD 12.01 0.08 0.66% |
The entity has a beta of -0.0247, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Steward Small-mid are expected to decrease at a much lower rate. During the bear market, Steward Small-mid is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Steward Small Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 28th of August 2022 |
Steward |
Steward Small-mid Relative Risk vs. Return Landscape
If you would invest 1,289 in Steward Small Mid Cap on December 23, 2024 and sell it today you would lose (88.00) from holding Steward Small Mid Cap or give up 6.83% of portfolio value over 90 days. Steward Small Mid Cap is currently producing negative expected returns and takes up 1.0225% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Steward, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Steward Small-mid Current Valuation
Fairly Valued
Today
Please note that Steward Small-mid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Steward Small Mid has a current Real Value of $12.14 per share. The regular price of the fund is $12.01. We determine the value of Steward Small Mid 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 Steward Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward Small-mid's 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 12.01 | Real 12.14 | Hype 12.01 | Naive 12.23 |
The intrinsic value of Steward Small-mid's 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 Steward Small-mid's 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 Steward Small Mid Cap helps investors to forecast how Steward 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 Steward Small-mid more accurately as focusing exclusively on Steward Small-mid's fundamentals will not take into account other important factors: Steward Small-mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward Small-mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Steward Small Mid Cap, and traders can use it to determine the average amount a Steward Small-mid'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 = -0.1083
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCECX |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Steward Small-mid 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 Steward Small-mid by adding Steward Small-mid to a well-diversified portfolio.
Steward Small-mid Fundamentals Growth
Steward Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Steward Small-mid, and Steward Small-mid 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 Steward Mutual Fund performance.
| Price To Earning | 19.41 X | ||||
| Price To Book | 1.76 X | ||||
| Price To Sales | 0.81 X | ||||
| Total Asset | 131.79 M | ||||
About Steward Small-mid Performance
Evaluating Steward Small-mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Steward Small-mid 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 Steward Small-mid 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.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. Steward Small-Mid is traded on NASDAQ Exchange in the United States.Things to note about Steward Small Mid performance evaluation
Checking the ongoing alerts about Steward Small-mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward Small Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Steward Small Mid generated a negative expected return over the last 90 days | |
| The fund maintains 98.03% of its assets in stocks |
- Analyzing Steward Small-mid's 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 Steward Small-mid's stock is overvalued or undervalued compared to its peers.
- Examining Steward Small-mid's 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 Steward Small-mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward Small-mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Steward Small-mid's mutual fund. These opinions can provide insight into Steward Small-mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Steward Mutual Fund
Steward Small-mid 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 Small-mid security.
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