Stralem Equity Fund Manager Performance Evaluation
| STRAX Fund | USD 31.11 0.08 0.26% |
The entity has a beta of 0.85, which indicates possible diversification benefits within a given portfolio. Stralem Equity returns are very sensitive to returns on the market. As the market goes up or down, Stralem Equity is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Stralem Equity Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Stralem Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Norman Strax 57 - Princeton Alumni Weekly | 09/23/2024 |
| Expense Ratio | 0.6900 |
Stralem |
Stralem Equity Relative Risk vs. Return Landscape
If you would invest 2,961 in Stralem Equity Fund on September 17, 2024 and sell it today you would earn a total of 150.00 from holding Stralem Equity Fund or generate 5.07% return on investment over 90 days. Stralem Equity Fund is currently producing 0.0796% returns and takes up 0.6986% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Stralem, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stralem Equity Current Valuation
Fairly Valued
Today
Please note that Stralem Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Stralem Equity has a current Real Value of $31.44 per share. The regular price of the fund is $31.11. We determine the value of Stralem Equity 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 Stralem Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stralem Mutual Fund. However, Stralem Equity'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 31.11 | Real 31.44 | Hype 31.12 |
The intrinsic value of Stralem Equity'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 Stralem Equity'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 Stralem Equity Fund helps investors to forecast how Stralem 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 Stralem Equity more accurately as focusing exclusively on Stralem Equity's fundamentals will not take into account other important factors: Stralem Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stralem Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stralem Equity Fund, and traders can use it to determine the average amount a Stralem Equity'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 = 0.114
| Best Portfolio | Best Equity | |||
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| Cash | STRAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Stralem Equity is performing at about 8% 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 Stralem Equity by adding it to a well-diversified portfolio.
Stralem Equity Fundamentals Growth
Stralem Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stralem Equity, and Stralem Equity 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 Stralem Mutual Fund performance.
| Total Asset | 30.79 M | ||||
About Stralem Equity Performance
Evaluating Stralem Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stralem Equity 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 Stralem Equity 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 normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.Things to note about Stralem Equity performance evaluation
Checking the ongoing alerts about Stralem Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stralem Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Stralem Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Stralem Equity's mutual fund performance include:- Analyzing Stralem Equity'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 Stralem Equity's stock is overvalued or undervalued compared to its peers.
- Examining Stralem Equity'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 Stralem Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stralem Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stralem Equity's mutual fund. These opinions can provide insight into Stralem Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stralem Mutual Fund
Stralem Equity financial ratios help investors to determine whether Stralem 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 Stralem with respect to the benefits of owning Stralem Equity security.
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