Siit Small Cap Fund Manager Performance Evaluation

SECAX Fund  USD 12.05  0.07  0.58%   
The entity has a beta of 1.13, which indicates a somewhat significant risk relative to the market. Siit Small returns are very sensitive to returns on the market. As the market goes up or down, Siit Small is expected to follow.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Siit Small Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Siit Small showed solid returns over the last few months and may actually be approaching a breakup point.
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Siit Small Relative Risk vs. Return Landscape

If you would invest  1,003  in Siit Small Cap on October 31, 2025 and sell it today you would earn a total of  202.00  from holding Siit Small Cap or generate 20.14% return on investment over 90 days. Siit Small Cap is currently producing 0.3196% returns and takes up 1.673% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Siit, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Siit Small is expected to generate 2.22 times more return on investment than the market. However, the company is 2.22 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Siit Small Current Valuation

Undervalued
Today
12.05
Please note that Siit Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Siit Small Cap has a current Real Value of $12.81 per share. The regular price of the fund is $12.05. We determine the value of Siit Small Cap 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 Siit Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Siit Mutual Fund. However, Siit Small'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  12.05 Real  12.81 Hype  12.07 Naive  12.09
The intrinsic value of Siit Small'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 Siit Small'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.
12.81
Real Value
14.48
Upside
Estimating the potential upside or downside of Siit Small Cap helps investors to forecast how Siit 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 Siit Small more accurately as focusing exclusively on Siit Small's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.3411.8912.43
Details
Hype
Prediction
LowEstimatedHigh
10.4012.0713.74
Details
Naive
Forecast
LowNext ValueHigh
10.4212.0913.76
Details
Below is the normalized historical share price chart for Siit Small Cap extending back to April 13, 2012. 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 Siit Small stands at 12.05, as last reported on the 29th of January, with the highest price reaching 12.05 and the lowest price hitting 12.05 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Siit Small Target Price Odds to finish over Current Price

The tendency of Siit Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 12.05 90 days 12.05 
about 8.94
Based on a normal probability distribution, the odds of Siit Small to move above the current price in 90 days from now is about 8.94 (This Siit Small Cap probability density function shows the probability of Siit Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.13 . This usually implies Siit Small Cap market returns are sensitive to returns on the market. As the market goes up or down, Siit Small is expected to follow. Additionally Siit Small Cap has an alpha of 0.1956, implying that it can generate a 0.2 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Siit Small Price Density   
       Price  

Predictive Modules for Siit Small

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Siit Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
10.4012.0713.74
Details
Intrinsic
Valuation
LowRealHigh
11.1412.8114.48
Details
Naive
Forecast
LowNextHigh
10.4212.0913.76
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.3411.8912.43
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Siit Small. Your research has to be compared to or analyzed against Siit Small's peers to derive any actionable benefits. When done correctly, Siit Small's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Siit Small Cap.

Siit Small Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Siit Small is not an exception. The market had few large corrections towards the Siit Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Siit Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Siit Small within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.20
β
Beta against Dow Jones1.13
σ
Overall volatility
0.90
Ir
Information ratio 0.13

Siit Small Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Siit Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Siit Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 9.11% of its assets in cash

Siit Small Fundamentals Growth

Siit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Siit Small, and Siit Small 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 Siit Mutual Fund performance.

About Siit Small Performance

Evaluating Siit Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Siit Small 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 Siit Small 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 fund will invest at least 80 percent of its net assets in equity securities of small companies, ETFs based on small capitalization indexes and securities of REITs. For purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index at the time of purchase. It uses a multi-manager approach, relying upon one or more Sub-Advisers with differing investment philosophies to manage portions of the funds portfolio under the general supervision of SIMC.

Things to note about Siit Small Cap performance evaluation

Checking the ongoing alerts about Siit Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Siit Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 9.11% of its assets in cash
Evaluating Siit Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Siit Small's mutual fund performance include:
  • Analyzing Siit Small'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 Siit Small's stock is overvalued or undervalued compared to its peers.
  • Examining Siit Small'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 Siit Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Siit Small's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Siit Small's mutual fund. These opinions can provide insight into Siit Small's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Siit Small's mutual fund performance is not an exact science, and many factors can impact Siit Small's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Siit Mutual Fund

Siit Small financial ratios help investors to determine whether Siit 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 Siit with respect to the benefits of owning Siit Small security.
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