Stewart Global Equity Fund Manager Performance Evaluation
| SGISX Fund | USD 35.25 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, Stewart Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stewart 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 Stewart Global Equity are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Stewart 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 | 1.0100 |
Stewart |
Stewart Global Relative Risk vs. Return Landscape
If you would invest 3,394 in Stewart Global Equity on September 1, 2024 and sell it today you would earn a total of 131.00 from holding Stewart Global Equity or generate 3.86% return on investment over 90 days. Stewart Global Equity is currently producing 0.0617% returns and takes up 0.7174% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Stewart, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stewart Global Current Valuation
Fairly Valued
Today
Please note that Stewart Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Stewart Global Equity has a current Real Value of $35.06 per share. The regular price of the fund is $35.25. We determine the value of Stewart Global Equity 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 Stewart Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stewart Mutual Fund. However, Stewart 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 35.25 | Real 35.06 | Hype 35.25 | Naive 35.39 |
The intrinsic value of Stewart 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 Stewart 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 Stewart Global Equity helps investors to forecast how Stewart 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 Stewart Global more accurately as focusing exclusively on Stewart Global's fundamentals will not take into account other important factors: Stewart Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stewart Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stewart Global Equity, and traders can use it to determine the average amount a Stewart 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 = 0.086
| Best Portfolio | Best Equity | |||
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| Cash | SGISX | 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 Stewart 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 Stewart Global by adding it to a well-diversified portfolio.
Stewart Global Fundamentals Growth
Stewart Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stewart Global, and Stewart 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 Stewart Mutual Fund performance.
| Price To Earning | 16.79 X | ||||
| Price To Book | 2.60 X | ||||
| Price To Sales | 1.56 X | ||||
| Total Asset | 345.55 M | ||||
About Stewart Global Performance
Evaluating Stewart Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stewart 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 Stewart 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 Stewart Global Equity performance evaluation
Checking the ongoing alerts about Stewart Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stewart Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Stewart Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Stewart Global's mutual fund performance include:- Analyzing Stewart 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 Stewart Global's stock is overvalued or undervalued compared to its peers.
- Examining Stewart 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 Stewart Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stewart Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stewart Global's mutual fund. These opinions can provide insight into Stewart Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stewart Mutual Fund
Stewart Global financial ratios help investors to determine whether Stewart 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 Stewart with respect to the benefits of owning Stewart Global security.
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