Sierra Tactical Financials
| SRTJX Fund | 26.81 0.09 0.33% |
Sierra |
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.
Sierra Tactical Fund Summary
Sierra Tactical competes with Fidelity Series, Short-term Government, Franklin Adjustable, Us Government, and Blackrock. Under normal market conditions, the funds target exposure over a three-year period to equity securities, of any market capitalization, through the underlying funds will average between 15-30 percent of the funds assets. The fund does not have a target allocation for non-equity securities exposure and may invest in underlying fixed income funds without constraint as to maturity or credit quality.Specialization | Allocation--15% to 30% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Sierra Mutual Funds |
| Mutual Fund Category | Allocation--15% to 30% Equity |
| Benchmark | Dow Jones Industrial |
Sierra Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sierra Tactical's current stock value. Our valuation model uses many indicators to compare Sierra Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sierra Tactical competition to find correlations between indicators driving Sierra Tactical's intrinsic value. More Info.Sierra Tactical Risk 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 994,299,783 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 Sierra Tactical's earnings, one of the primary drivers of an investment's value.Sierra Tactical Risk Systematic Risk
Sierra Tactical's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sierra Tactical 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Sierra Tactical Risk correlated with the market. If Beta is less than 0 Sierra Tactical generally moves in the opposite direction as compared to the market. If Sierra Tactical Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sierra Tactical Risk is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sierra Tactical is generally in the same direction as the market. If Beta > 1 Sierra Tactical moves generally in the same direction as, but more than the movement of the benchmark.
Sierra Tactical November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sierra Tactical help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sierra Tactical Risk. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sierra Tactical Risk based on widely used predictive technical indicators. In general, we focus on analyzing Sierra Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sierra Tactical's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2289 | |||
| Information Ratio | (0.49) | |||
| Maximum Drawdown | 1.2 | |||
| Value At Risk | (0.30) | |||
| Potential Upside | 0.4528 |
Other Information on Investing in Sierra Mutual Fund
Sierra Tactical financial ratios help investors to determine whether Sierra 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 Sierra with respect to the benefits of owning Sierra Tactical security.
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