Ridgeworth Silvant Large Fund Manager Performance Evaluation
| STCIX Fund | USD 8.83 0.07 0.79% |
The fund holds a Beta of 0.85, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Ridgeworth Silvant's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ridgeworth Silvant is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ridgeworth Silvant Large are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ridgeworth Silvant may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.0300 |
Ridgeworth |
Ridgeworth Silvant Relative Risk vs. Return Landscape
If you would invest 800.00 in Ridgeworth Silvant Large on September 2, 2024 and sell it today you would earn a total of 83.00 from holding Ridgeworth Silvant Large or generate 10.38% return on investment over 90 days. Ridgeworth Silvant Large is currently producing 0.1589% returns and takes up 0.9552% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Ridgeworth, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ridgeworth Silvant Current Valuation
Fairly Valued
Today
Please note that Ridgeworth Silvant's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ridgeworth Silvant Large holds a recent Real Value of $8.72 per share. The prevailing price of the fund is $8.83. We determine the value of Ridgeworth Silvant Large from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Ridgeworth Silvant is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ridgeworth Mutual Fund. However, Ridgeworth Silvant'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 8.83 | Real 8.72 | Hype 8.83 | Naive 8.84 |
The intrinsic value of Ridgeworth Silvant'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 Ridgeworth Silvant'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 Ridgeworth Silvant Large helps investors to forecast how Ridgeworth 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 Ridgeworth Silvant more accurately as focusing exclusively on Ridgeworth Silvant's fundamentals will not take into account other important factors: Ridgeworth Silvant Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ridgeworth Silvant's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ridgeworth Silvant Large, and traders can use it to determine the average amount a Ridgeworth Silvant'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 = 0.1663
| Best Portfolio | Best Equity | |||
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| Small Returns | STCIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Ridgeworth Silvant is performing at about 13% of its full potential. 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 Ridgeworth Silvant by adding it to a well-diversified portfolio.
Ridgeworth Silvant Fundamentals Growth
Ridgeworth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ridgeworth Silvant, and Ridgeworth Silvant 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 Ridgeworth Mutual Fund performance.
| Price To Earning | 22.18 X | ||||
| Price To Book | 4.71 X | ||||
| Price To Sales | 2.42 X | ||||
| Total Asset | 102.87 M | ||||
About Ridgeworth Silvant Performance
Evaluating Ridgeworth Silvant's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ridgeworth Silvant 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 Ridgeworth Silvant 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 invests at least 80 percent of its net assets in common stocks and other U.S.-traded equity securities of large-capitalization companies. The subadviser considers large-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell 1000 Growth Index.Things to note about Ridgeworth Silvant Large performance evaluation
Checking the ongoing alerts about Ridgeworth Silvant for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ridgeworth Silvant Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ridgeworth Silvant's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ridgeworth Silvant's mutual fund performance include:- Analyzing Ridgeworth Silvant'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 Ridgeworth Silvant's stock is overvalued or undervalued compared to its peers.
- Examining Ridgeworth Silvant'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 Ridgeworth Silvant's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ridgeworth Silvant's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ridgeworth Silvant's mutual fund. These opinions can provide insight into Ridgeworth Silvant's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ridgeworth Mutual Fund
Ridgeworth Silvant financial ratios help investors to determine whether Ridgeworth 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 Ridgeworth with respect to the benefits of owning Ridgeworth Silvant security.
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