Steward Small Mid Cap Fund Price on September 4, 3124
| SSMOX Fund | USD 12.85 0.02 0.16% |
Below is the normalized historical share price chart for Steward Small Mid Cap extending back to December 14, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Steward Small stands at 12.85, as last reported on the 30th of November, with the highest price reaching 12.85 and the lowest price hitting 12.85 during the day.
If you're considering investing in Steward Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Steward Mutual Fund to be very steady. Steward Small Mid 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 Small Mid Cap, which you can use to evaluate the volatility of the fund. Please validate Steward Small's Risk Adjusted Performance of 0.1101, semi deviation of 0.6971, and Coefficient Of Variation of 714.49 to confirm if the risk estimate we provide is consistent with the expected return of 0.18%.
Steward Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Steward |
Sharpe Ratio = 0.1724
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SSMOX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Steward Small 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 Small by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Steward Small Mutual Fund history
Steward Small 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 Small Mid 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 Small stock prices may prove useful in developing a viable investing in Steward Small
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.
Steward Small Mutual Fund Technical Analysis
Steward Small 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 Small Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Steward Small Mid 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 Small November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Steward Small 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 Small shares will generate the highest return on investment. By undertsting and applying Steward Small mutual fund market strength indicators, traders can identify Steward Small Mid Cap entry and exit signals to maximize returns
Steward Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Steward Small'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 | 0.1101 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0186 | |||
| Treynor Ratio | 0.1172 |
| 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 Small 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 Small security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |