Steward Funds Financials
| SJVIX Fund | USD 32.60 0.03 0.09% |
Steward |
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.
Steward Funds Fund Summary
Steward Funds competes with Goldman Sachs, Victory High, Morningstar Aggressive, Siit High, and Pace High. The funds principal investment strategy is to invest in a portfolio of large-cap value securities, subject to the limitations of the funds values-based screening policies. Under normal market conditions, it invests at least 80 percent of its assets in securities of large-cap companies. The fund may invest a portion of its assets in small- and mid-cap companies. It may also invest in other investment companies and real estate investment trusts.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Crossmark Steward Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Steward Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Steward Funds's current stock value. Our valuation model uses many indicators to compare Steward Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Steward Funds competition to find correlations between indicators driving Steward Funds's intrinsic value. More Info.Steward Funds is rated second largest fund in annual yield among similar funds. It is rated top fund in net asset among similar funds making up about 6,333,970,909 of Net Asset 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 Steward Funds' earnings, one of the primary drivers of an investment's value.Steward Funds Systematic Risk
Steward Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Steward Funds 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Steward Funds correlated with the market. If Beta is less than 0 Steward Funds generally moves in the opposite direction as compared to the market. If Steward Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Steward Funds is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Steward Funds is generally in the same direction as the market. If Beta > 1 Steward Funds moves generally in the same direction as, but more than the movement of the benchmark.
Steward Funds November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Steward Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Steward Funds . We use our internally-developed statistical techniques to arrive at the intrinsic value of Steward Funds based on widely used predictive technical indicators. In general, we focus on analyzing Steward Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Steward Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6512 | |||
| Information Ratio | 0.0244 | |||
| Maximum Drawdown | 3.76 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 1.57 |
Other Information on Investing in Steward Mutual Fund
Steward Funds 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 Funds security.
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