Stone Ridge Financials
| SRDAX Fund | USD 11.32 0.03 0.27% |
Stone |
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.
Stone Ridge Fund Summary
Stone Ridge competes with T Rowe, Nationwide Growth, Ab Small, Kinetics Small, and Victory Rs. The fund seeks to generate total returns from diverse investment strategies that the advisor believes have the potential for attractive returns and are diversifying from stocks and bonds. These strategies include Reinsurance, Market Risk Transfer, Style Premium Investing, Alternative Lending, Single Family Real Estate and Bitcoin. Each of the strategies is known as a risk premium strategy a type of strategy that seeks to earn returns by being compensated for bearing risk.Specialization | Multistrategy, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | STONE RIDGE TRUST |
| Mutual Fund Family | STONE RIDGE |
| Mutual Fund Category | Multistrategy |
| Benchmark | Dow Jones Industrial |
| Phone | 855 609 3680 |
| Currency | USD - US Dollar |
Stone Ridge Key Financial Ratios
Stone Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stone Ridge's current stock value. Our valuation model uses many indicators to compare Stone Ridge value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stone Ridge competition to find correlations between indicators driving Stone Ridge's intrinsic value. More Info.Stone Ridge Diversified is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 8,537,444,034 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 Stone Ridge's earnings, one of the primary drivers of an investment's value.Stone Ridge Diversified Systematic Risk
Stone Ridge's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stone Ridge 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Stone Ridge Diversified correlated with the market. If Beta is less than 0 Stone Ridge generally moves in the opposite direction as compared to the market. If Stone Ridge Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stone Ridge Diversified is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stone Ridge is generally in the same direction as the market. If Beta > 1 Stone Ridge moves generally in the same direction as, but more than the movement of the benchmark.
Stone Ridge November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stone Ridge help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stone Ridge Diversified. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stone Ridge Diversified based on widely used predictive technical indicators. In general, we focus on analyzing Stone Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stone Ridge's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3549 | |||
| Information Ratio | (0.30) | |||
| Maximum Drawdown | 1.36 | |||
| Value At Risk | (0.35) | |||
| Potential Upside | 0.4448 |
Other Information on Investing in Stone Mutual Fund
Stone Ridge financial ratios help investors to determine whether Stone 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 Stone with respect to the benefits of owning Stone Ridge security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |