Steward Large Cap Fund Price on September 4, 2024
| SJGIX Fund | USD 33.38 0.27 0.82% |
If you're considering investing in Steward Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Steward Large stands at 33.38, as last reported on the 27th of November, with the highest price reaching 33.38 and the lowest price hitting 33.38 during the day. At this stage we consider Steward Mutual Fund to be very steady. Steward Large Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.17, which indicates the fund had a 0.17% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Steward Large Cap, which you can use to evaluate the volatility of the fund. Please validate Steward Large's Risk Adjusted Performance of 0.1125, coefficient of variation of 687.07, and Semi Deviation of 0.7646 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%.
Steward Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Steward |
Sharpe Ratio = 0.1669
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SJGIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Steward Large is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Steward Large by adding it to a well-diversified portfolio.
Steward Large Valuation on September 4, 2024
It is possible to determine the worth of Steward Large on a given historical date. On September 4, 2024 Steward was worth 29.87 at the beginning of the trading date compared to the closed value of 29.87. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Steward Large mutual fund. Still, in general, we apply an absolute valuation method to find Steward Large's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Steward Large where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Steward Large's related companies.
| Open | High | Low | Close | Volume | |
| 29.98 | 29.98 | 29.98 | 29.98 | 1.00 | |
09/04/2024 | 29.87 | 29.87 | 29.87 | 29.87 | 1.00 |
| 29.75 | 29.75 | 29.75 | 29.75 | 1.00 |
| Backtest Steward Large | | | Steward Large History | | | Steward Large Valuation | Previous | Next |
Steward Large Trading Date Momentum on September 4, 2024
| On September 05 2024 Steward Large Cap was traded for 29.75 at the closing time. The highest daily price throughout the period was 29.75 and the lowest price was 29.75 . There was no trading activity during the period 1.0. Lack of trading volume on 09/05/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.40% . The trading price change to current closing price is 2.38% . |
Steward Large Cap Fundamentals Correlations and Trends
By evaluating Steward Large's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Steward Large's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Steward financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Steward Large Mutual Fund history
Steward Large investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Steward is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Steward Large Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Steward Large stock prices may prove useful in developing a viable investing in Steward Large
The funds principal investment strategy is to invest in a portfolio of large-cap growth 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.
Steward Large Mutual Fund Technical Analysis
Steward Large technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Steward Large Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Steward Large Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Steward Large November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Steward Large mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Steward Large shares will generate the highest return on investment. By undertsting and applying Steward Large mutual fund market strength indicators, traders can identify Steward Large Cap entry and exit signals to maximize returns
Steward Large Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Steward Large's price direction in advance. Along with the technical and fundamental analysis of Steward Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Steward to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1125 | |||
| Jensen Alpha | 0.0286 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.1592 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Steward Mutual Fund
Steward Large 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 Large security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |