Sit Small Financials
| SDFSX Fund | USD 18.63 0.07 0.37% |
Sit |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sit Small Fund Summary
Sit Small competes with Balanced Fund, T Rowe, Small Cap, Nova Fund, and T Rowe. The fund seeks to achieve its objectives by investing at least 80 percent of its net assets in small cap dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities , and closed-end investment companies. The fund may invest up to 20 percent of its net assets in securities of issuers domiciled outside the U.S.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Sit Mutual Funds |
| Mutual Fund Family | Sit |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 332 5580 |
| Currency | USD - US Dollar |
Sit Small Key Financial Ratios
Sit Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sit Small's current stock value. Our valuation model uses many indicators to compare Sit Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sit Small competition to find correlations between indicators driving Sit Small's intrinsic value. More Info.Sit Small Cap is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 3,533 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sit Small's earnings, one of the primary drivers of an investment's value.Sit Small Cap Systematic Risk
Sit Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sit Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Sit Small Cap correlated with the market. If Beta is less than 0 Sit Small generally moves in the opposite direction as compared to the market. If Sit Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sit Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sit Small is generally in the same direction as the market. If Beta > 1 Sit Small moves generally in the same direction as, but more than the movement of the benchmark.
Sit Small November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sit Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sit Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sit Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Sit Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sit Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.09 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 6.07 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.8 |
Other Information on Investing in Sit Mutual Fund
Sit Small financial ratios help investors to determine whether Sit 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 Sit with respect to the benefits of owning Sit Small security.
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| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |