Steward Equity Competition

Mutual Funds . USA . 
Fund . Steward Equity Market
SMNAX Fund  USD 28.30  0.01  0.04%   
Steward Equity Market competes with Steward Small, Steward Small-mid, Steward Ered, Steward Covered, and Steward Select; as well as few others. The fund is listed under Equity Market Neutral category and is part of Crossmark Steward Funds family. Analyzing Steward Equity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Steward Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Steward Equity Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Steward Equity competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
27.8328.3028.77
Details
Intrinsic
Valuation
LowRealHigh
27.7428.2128.68
Details
Naive
Forecast
LowNextHigh
27.7228.1928.66
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
28.3028.3028.30
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Steward Equity. Your research has to be compared to or analyzed against Steward Equity's peers to derive any actionable benefits. When done correctly, Steward Equity's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Steward Equity Market.

Steward Equity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Steward Equity and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Steward and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Steward Equity Market does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SGISX
+ 1.0
SGIFX
SJCIX
+ 0.97
SCJAX
SJCIX
+ 0.96
SSMOX
SCECX
+ 0.94
SSMOX
SCJCX
+ 0.94
SCJAX
SCJAX
+ 0.92
SSMOX
  
High negative correlations   
SJCIX
- 0.67
SEACX
SEACX
- 0.62
SSMOX
SEACX
- 0.61
SCECX
SEACX
- 0.59
SCJAX
SEACX
- 0.55
SCJCX
SGISX
- 0.25
SEACX

Risk-Adjusted Indicators

There is a big difference between Steward Mutual Fund performing well and Steward Equity Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Steward Equity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SSMOX  0.76  0.10 (0.01) 0.98  0.72 
(0.90)
 1.88 
(1.35)
 5.85 
SCECX  0.79 (0.01) 0.03  0.12  0.69 
(0.94)
 1.86 
(1.36)
 5.96 
SCJAX  0.36  0.03 (0.15)(1.34) 0.45 
(0.43)
 0.88 
(0.95)
 2.40 
SCJCX  0.38 (0.02)(0.14) 0.08  0.47 
(0.41)
 0.76 
(0.98)
 2.43 
SEAAX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SEACX  0.17 (0.03) 0.00 (1.67) 0.00 
 0.00 
 0.36 
(0.49)
 1.15 
SEABX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SGIFX  0.58  0.01 (0.14)(0.93) 0.70 
(0.66)
 1.41 
(1.28)
 3.76 
SGISX  0.58  0.02 (0.14)(0.43) 0.68 
(0.69)
 1.40 
(1.26)
 3.70 
SJCIX  0.56  0.10 (0.02) 2.11  0.52 
(0.74)
 1.18 
(1.17)
 3.33 
All Fundamental Data

Steward Equity Competitive Analysis

The better you understand Steward Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Steward Equity's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Steward Equity's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SMNAX SSMOX SCECX SCJAX SCJCX SEAAX SEACX SEABX SGIFX SGISX
 0.04 
 28.30 
Steward
 1.62 
 12.53 
Steward
 1.74 
 14.62 
Steward
 0.24 
 8.33 
Steward
 0.24 
 8.25 
Steward
 0.00 
 24.64 
Steward
 0.05 
 22.15 
Steward
 0.00 
 24.25 
Steward
 1.11 
 36.59 
Steward
 1.10 
 34.84 
Stewart
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
OK
OK
Modest
Modest
Very Weak
Very Weak
Very Weak
Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Hold
Strong Buy
Hold
Buy
Buy
Hold
Buy
Cautious Hold
Cautious Hold
Net Asset
71.86 M
256.55 M
174.53 M
57.08 M
57.08 M
163.86 M
158.26 M
163.86 M
365.34 M
365.34 M
Minimum Initial Investment
1 K
N/A
100 K
N/A
N/A
N/A
100 K
N/A
N/A
100 K
Price To Book
N/A
N/A
1.76
N/A
N/A
N/A
N/A
N/A
N/A
2.6
Five Year Return
N/A
10.3
10.43
10.12
9.22
-1.98
-0.4
-1.32
7.19
8.6
One Year Return
N/A
25.76
26.12
19.67
18.65
-0.91
5.55
0.21
19.13
20.39
Last Dividend Paid
N/A
0.01
0.01
N/A
0.02
0.05
0.07
0.08
0.09
0.14
Price To Earning
N/A
N/A
19.41
N/A
N/A
N/A
N/A
N/A
N/A
16.79
Price To Sales
N/A
N/A
0.81
N/A
N/A
N/A
N/A
N/A
N/A
1.56
Cash Position Weight
66.49
1.33
1.97
1.34
1.34
2.82
8.35
2.82
2.71
1.9
Equity Positions Weight
33.51
98.67
98.03
98.67
98.67
N/A
N/A
N/A
97.29
98.1
Three Year Return
N/A
3.32
3.51
7.42
6.5
-4.02
-1.67
-3.31
3.7
5.19
Annual Yield
0.0366
0.0113
0.0088
0.0047
1.0E-4
0.0477
0.0068
0.0477
0.0172
0.0265
Year To Date Return
N/A
13.95
13.93
16.75
15.89
4.48
1.55
5.53
9.6
10.61
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
91.65
N/A
N/A
N/A
Ten Year Return
N/A
8.4
8.86
N/A
N/A
1.17
2.62
2.06
8.12
9.16
Day Typical Price
28.3
12.53
14.62
8.33
8.25
24.64
22.15
24.25
36.59
34.84
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
0.0
(9,223,372,036,855)
0.0
9.2 T
9.2 T
Period Momentum Indicator
0.01
0.2
0.25
0.02
0.02
N/A
(0.01)
N/A
0.4
0.38
Rate Of Daily Change
1.0
1.02
1.02
1.0
1.0
1.0
1.0
1.0
1.01
1.01
Day Median Price
28.3
12.53
14.62
8.33
8.25
24.64
22.15
24.25
36.59
34.84
Price Action Indicator
0.005
0.1
0.13
0.01
0.01
N/A
(0.01)
N/A
0.2
0.19
Relative Strength Index
23.35
15.31
16.46
27.94
22.87
N/A
22.27
N/A
29.81
30.17
Coefficient Of Variation
(851.51)
903.07
699.71
1221.27
990.89
N/A
(1,067)
N/A
3502.85
3010.55
Mean Deviation
0.3566
0.7628
0.7878
0.365
0.3764
N/A
0.166
N/A
0.5817
0.5822
Jensen Alpha
(0.07)
0.0952
(0.01)
0.0347
(0.02)
N/A
(0.03)
N/A
0.0131
0.0195
Total Risk Alpha
(0.14)
(0.06)
(0.03)
(0.05)
(0.04)
N/A
(0.07)
N/A
(0.11)
(0.10)
Sortino Ratio
N/A
(0.01)
0.0279
(0.15)
(0.14)
N/A
N/A
N/A
(0.14)
(0.14)
Downside Variance
N/A
0.7999
0.8248
0.3587
0.3174
N/A
N/A
N/A
0.6191
0.6093
Standard Deviation
0.4736
1.07
1.09
0.5111
0.5125
N/A
0.229
N/A
0.7552
0.7579
Kurtosis
1.42
4.26
3.85
1.53
1.53
N/A
1.47
N/A
0.2419
0.1942
Potential Upside
0.7749
1.88
1.86
0.875
0.7576
N/A
0.357
N/A
1.41
1.4
Treynor Ratio
(1.81)
0.981
0.1154
(1.34)
0.0794
N/A
(1.67)
N/A
(0.93)
(0.43)
Maximum Drawdown
2.57
5.85
5.96
2.4
2.43
N/A
1.15
N/A
3.76
3.7
Variance
0.2243
1.15
1.19
0.2612
0.2627
N/A
0.0524
N/A
0.5704
0.5744
Market Risk Adjusted Performance
(1.80)
0.991
0.1254
(1.33)
0.0894
N/A
(1.66)
N/A
(0.92)
(0.42)
Risk Adjusted Performance
(0.1)
0.0878
0.1126
0.0578
0.0724
N/A
(0.1)
N/A
0.0217
0.0254
Skewness
(0.67)
1.13
1.06
(0.37)
(0.49)
N/A
(0.38)
N/A
(0.10)
(0.06)
Semi Deviation
N/A
0.7232
0.6943
0.4467
0.4707
N/A
N/A
N/A
0.7006
0.6818
Information Ratio
(0.39)
(0.01)
0.0232
(0.17)
(0.15)
N/A
(0.66)
N/A
(0.14)
(0.14)
Value At Risk
(0.92)
(1.35)
(1.36)
(0.95)
(0.98)
N/A
(0.49)
N/A
(1.28)
(1.26)
Expected Short fall
N/A
(0.90)
(0.94)
(0.43)
(0.41)
N/A
N/A
N/A
(0.66)
(0.69)
Downside Deviation
N/A
0.8944
0.9082
0.5989
0.5633
N/A
N/A
N/A
0.7868
0.7805
Semi Variance
N/A
0.523
0.482
0.1995
0.2216
N/A
N/A
N/A
0.4908
0.4649

Steward Equity Competition Performance Charts

Five steps to successful analysis of Steward Equity Competition

Steward Equity's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Steward Equity Market in relation to its competition. Steward Equity's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Steward Equity in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Steward Equity's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Steward Equity Market, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Steward Equity position

In addition to having Steward Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Small & Mid Caps ETFs Thematic Idea Now

Small & Mid Caps ETFs
Small & Mid Caps ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Small & Mid Caps ETFs theme has 19 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small & Mid Caps ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Steward Mutual Fund

Steward Equity 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 Equity security.
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