Strategic Asset Management Fund Manager Performance Evaluation
| PSWIX Fund | USD 24.00 0.14 0.59% |
The entity has a beta of 0.089, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Strategic Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategic Asset is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Strategic Asset Management are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Strategic Asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.8600 |
Strategic |
Strategic Asset Relative Risk vs. Return Landscape
If you would invest 2,265 in Strategic Asset Management on September 13, 2024 and sell it today you would earn a total of 121.00 from holding Strategic Asset Management or generate 5.34% return on investment over 90 days. Strategic Asset Management is currently producing 0.0843% returns and takes up 0.5737% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Strategic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Strategic Asset Current Valuation
Fairly Valued
Today
Please note that Strategic Asset's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Strategic Asset Mana has a current Real Value of $23.85 per share. The regular price of the fund is $24.0. We determine the value of Strategic Asset Mana from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Strategic Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Strategic Mutual Fund. However, Strategic Asset's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 24.0 | Real 23.85 | Hype 24.0 |
The intrinsic value of Strategic Asset's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Strategic Asset's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Strategic Asset Management helps investors to forecast how Strategic mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Strategic Asset more accurately as focusing exclusively on Strategic Asset's fundamentals will not take into account other important factors: Strategic Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Strategic Asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Strategic Asset Management, and traders can use it to determine the average amount a Strategic Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1469
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PSWIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Strategic Asset is performing at about 11% 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 Strategic Asset by adding it to a well-diversified portfolio.
Strategic Asset Fundamentals Growth
Strategic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Strategic Asset, and Strategic Asset fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Strategic Mutual Fund performance.
| Price To Earning | 16.67 X | ||||
| Price To Book | 2.03 X | ||||
| Price To Sales | 1.48 X | ||||
| Total Asset | 329.1 M | ||||
About Strategic Asset Performance
Evaluating Strategic Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Strategic Asset has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Strategic Asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Portfolios operate as funds of funds. It generally invests between 75 percent and 100 percent of its assets in equity funds, and less than 50 percent in any one equity fund less than 20 percent of its assets in specialty funds, and less than 20 percent in any one specialty fund such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.Things to note about Strategic Asset Mana performance evaluation
Checking the ongoing alerts about Strategic Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Strategic Asset Mana help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Strategic Asset's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Strategic Asset's mutual fund performance include:- Analyzing Strategic Asset's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Strategic Asset's stock is overvalued or undervalued compared to its peers.
- Examining Strategic Asset's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Strategic Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Strategic Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Strategic Asset's mutual fund. These opinions can provide insight into Strategic Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Strategic Mutual Fund
Strategic Asset financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Asset security.
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