Sierra E Retirement Fund Manager Performance Evaluation
| SIRZX Fund | USD 23.01 0.10 0.43% |
The entity has a beta of 0.0151, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sierra E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sierra E is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Sierra E Retirement are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Sierra E 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 | 30th of January 2023 | |
| Expense Ratio | 2.2400 |
Sierra |
Sierra E Relative Risk vs. Return Landscape
If you would invest 2,293 in Sierra E Retirement on August 26, 2024 and sell it today you would earn a total of 8.00 from holding Sierra E Retirement or generate 0.35% return on investment over 90 days. Sierra E Retirement is currently producing 0.0057% returns and takes up 0.2584% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Sierra, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sierra E Current Valuation
Fairly Valued
Today
Please note that Sierra E's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sierra E Retirement has a current Real Value of $23.01 per share. The regular price of the fund is $23.01. We determine the value of Sierra E Retirement 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 Sierra E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sierra Mutual Fund. However, Sierra E'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 23.01 | Real 23.01 | Hype 23.01 | Naive 22.97 |
The intrinsic value of Sierra E'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 Sierra E'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 Sierra E Retirement helps investors to forecast how Sierra 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 Sierra E more accurately as focusing exclusively on Sierra E's fundamentals will not take into account other important factors: Sierra E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sierra E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sierra E Retirement, and traders can use it to determine the average amount a Sierra E'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 = 0.022
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SIRZX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Sierra E is performing at about 1% 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 Sierra E by adding it to a well-diversified portfolio.
Sierra E Fundamentals Growth
Sierra Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sierra E, and Sierra E 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 Sierra Mutual Fund performance.
| Price To Earning | 16.11 X | ||||
| Price To Book | 1.99 X | ||||
| Price To Sales | 1.17 X | ||||
| Total Asset | 3.28 M | ||||
About Sierra E Performance
Evaluating Sierra E's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sierra E 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 Sierra E 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 is a fund of funds. The Adviser seeks to achieve the funds investment objectives by investing in open-end investment companies and exchange-traded funds using the Advisers multi-asset diversification strategy. The Adviser constructs the funds broadly-diversified investment portfolio by investing at various times in a wide range of underlying funds that invest in various security and investment categories.Things to note about Sierra E Retirement performance evaluation
Checking the ongoing alerts about Sierra E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sierra E Retirement 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 97.48% of its assets in cash |
- Analyzing Sierra E'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 Sierra E's stock is overvalued or undervalued compared to its peers.
- Examining Sierra E'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 Sierra E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sierra E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sierra E's mutual fund. These opinions can provide insight into Sierra E's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sierra Mutual Fund
Sierra E financial ratios help investors to determine whether Sierra 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 Sierra with respect to the benefits of owning Sierra E security.
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