Steward Small Mid Cap Fund Alpha and Beta Analysis
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Steward Small Mid Cap. It also helps investors analyze the systematic and unsystematic risks associated with investing in Steward Small-mid over a specified time horizon. Remember, high Steward Small-mid's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Steward Small-mid's market risk premium analysis include:
Beta 0.0 | Alpha 0.0 | Risk 0.0 | Sharpe Ratio 0.0 | Expected Return 0.0 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
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Steward Small-mid Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Steward Small-mid market risk premium is the additional return an investor will receive from holding Steward Small-mid long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Steward Small-mid. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Steward Small-mid's performance over market.α | 0.00 | β | 0.00 |
About Steward Small-mid Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Steward or other funds. Alpha measures the amount that position in Steward Small Mid has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Steward Small-mid in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Steward Small-mid's short interest history, or implied volatility extrapolated from Steward Small-mid options trading.
Build Portfolio with Steward Small-mid
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Other Tools for Steward Mutual Fund
When running Steward Small-mid's price analysis, check to measure Steward Small-mid's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Steward Small-mid is operating at the current time. Most of Steward Small-mid's value examination focuses on studying past and present price action to predict the probability of Steward Small-mid's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Steward Small-mid's price. Additionally, you may evaluate how the addition of Steward Small-mid to your portfolios can decrease your overall portfolio volatility.
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