Steward Global E Fund Manager Performance Evaluation
| SGIDX Fund | USD 35.14 0.19 0.54% |
The entity has a beta of 0.71, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Steward Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Steward Global is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Steward Global E are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Steward Global 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 | 28th of August 2022 | |
| Expense Ratio | 1.2700 |
Steward |
Steward Global Relative Risk vs. Return Landscape
If you would invest 3,385 in Steward Global E on September 1, 2024 and sell it today you would earn a total of 129.00 from holding Steward Global E or generate 3.81% return on investment over 90 days. Steward Global E is currently producing 0.061% returns and takes up 0.7168% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Steward, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Steward Global Current Valuation
Fairly Valued
Today
Please note that Steward Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Steward Global E has a current Real Value of $34.95 per share. The regular price of the fund is $35.14. We determine the value of Steward Global E 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 Steward Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward Global'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 35.14 | Real 34.95 | Hype 35.14 | Naive 35.28 |
The intrinsic value of Steward Global'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 Steward Global'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 Steward Global E helps investors to forecast how Steward 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 Steward Global more accurately as focusing exclusively on Steward Global's fundamentals will not take into account other important factors: Steward Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Steward Global E, and traders can use it to determine the average amount a Steward Global'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 = 0.0851
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| Cash | SGIDX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Steward Global is performing at about 6% 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 Global by adding it to a well-diversified portfolio.
Steward Global Fundamentals Growth
Steward Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Steward Global, and Steward Global 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 Steward Mutual Fund performance.
| Price To Earning | 17.04 X | ||||
| Price To Book | 2.77 X | ||||
| Price To Sales | 1.51 X | ||||
| Total Asset | 18.41 M | ||||
About Steward Global Performance
Evaluating Steward Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Steward Global 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 Steward Global 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 invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield and a positive trend in dividend payouts and favorable earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund will generally seek to have 30 percent to 50 percent of its net assets, and, under normal market conditions, no less than 30 percent of its net assets, invested in securities of non-U.S. issuers.Things to note about Steward Global E performance evaluation
Checking the ongoing alerts about Steward Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward Global E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Steward Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Steward Global's mutual fund performance include:- Analyzing Steward Global'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 Steward Global's stock is overvalued or undervalued compared to its peers.
- Examining Steward Global'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 Steward Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Steward Global's mutual fund. These opinions can provide insight into Steward Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Steward Mutual Fund
Steward Global 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 Global security.
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