Siit Intermediate Duration Fund Manager Performance Evaluation
| SIDCX Fund | USD 8.84 0.03 0.34% |
The entity has a beta of -0.014, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Siit Intermediate are expected to decrease at a much lower rate. During the bear market, Siit Intermediate is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Siit Intermediate Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Siit Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1500 |
Siit |
Siit Intermediate Relative Risk vs. Return Landscape
If you would invest 909.00 in Siit Intermediate Duration on September 17, 2024 and sell it today you would lose (25.00) from holding Siit Intermediate Duration or give up 2.75% of portfolio value over 90 days. Siit Intermediate Duration is currently producing negative expected returns and takes up 0.3346% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Siit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Siit Intermediate Current Valuation
Fairly Valued
Today
Please note that Siit Intermediate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Siit Intermediate has a current Real Value of $8.87 per share. The regular price of the fund is $8.84. We determine the value of Siit Intermediate 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 Siit Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Siit Mutual Fund. However, Siit Intermediate'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 8.84 | Real 8.87 | Hype 8.84 |
The intrinsic value of Siit Intermediate'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 Siit Intermediate'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 Siit Intermediate Duration helps investors to forecast how Siit 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 Siit Intermediate more accurately as focusing exclusively on Siit Intermediate's fundamentals will not take into account other important factors: Siit Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Siit Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Siit Intermediate Duration, and traders can use it to determine the average amount a Siit Intermediate'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 = -0.1285
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SIDCX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 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 Siit Intermediate 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 Siit Intermediate by adding Siit Intermediate to a well-diversified portfolio.
Siit Intermediate Fundamentals Growth
Siit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Siit Intermediate, and Siit Intermediate 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 Siit Mutual Fund performance.
| Total Asset | 4.1 B | ||||
About Siit Intermediate Performance
Evaluating Siit Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Siit Intermediate 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 Siit Intermediate 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 invest at least 80 percent of its net assets in investment grade U.S. dollar-denominated fixed income instruments. It uses a multi-manager approach under the general supervision of SEI Investments Management Corporation , allocating its assets among one or more sub-advisers using different investment strategies designed to provide current income consistent with the preservation of capital.Things to note about Siit Intermediate performance evaluation
Checking the ongoing alerts about Siit Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Siit Intermediate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Siit Intermediate generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Siit Intermediate maintains about 93.79% of its assets in bonds |
- Analyzing Siit Intermediate'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 Siit Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Siit Intermediate'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 Siit Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Siit Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Siit Intermediate's mutual fund. These opinions can provide insight into Siit Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Siit Mutual Fund
Siit Intermediate financial ratios help investors to determine whether Siit 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 Siit with respect to the benefits of owning Siit Intermediate security.
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