Steward Funds Fund Manager Performance Evaluation
| SJCIX Fund | USD 31.85 0.19 0.59% |
The entity has a beta of 0.82, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Steward Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Steward Funds is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Steward Funds are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Steward Funds may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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Steward Funds Relative Risk vs. Return Landscape
If you would invest 2,932 in Steward Funds on August 30, 2024 and sell it today you would earn a total of 253.00 from holding Steward Funds or generate 8.63% return on investment over 90 days. Steward Funds is currently producing 0.1346% returns and takes up 0.799% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Steward, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Steward Funds Current Valuation
Fairly Valued
Today
Please note that Steward Funds' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Steward Funds has a current Real Value of $32.0 per share. The regular price of the fund is $31.85. Our model measures the value of Steward Funds from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward Funds' 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 31.85 | Real 32.0 | Hype 31.85 | Naive 31.82 |
The intrinsic value of Steward Funds' 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 Funds' 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 Funds 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 Funds more accurately as focusing exclusively on Steward Funds' fundamentals will not take into account other important factors: Steward Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Steward Funds , and traders can use it to determine the average amount a Steward Funds' 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 = 0.1685
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| Cash | SJCIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Steward Funds is performing at about 13% 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 Funds by adding it to a well-diversified portfolio.
Steward Funds Fundamentals Growth
Steward Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Steward Funds, and Steward Funds 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.
About Steward Funds Performance
Evaluating Steward Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Steward Funds 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 Funds 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 funds principal investment strategy is to invest in a portfolio of large-cap equity securities, subject to the limitations of the funds values-based screening policies. Under normal market conditions, it invests at least 80 percent of its assets in securities of large-cap companies. The fund may invest a portion of its assets in small- and mid-cap companies. It may also invest in other investment companies and real estate investment trusts.Things to note about Steward Funds performance evaluation
Checking the ongoing alerts about Steward Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward Funds 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 all of the assets in different exotic instruments |
- Analyzing Steward Funds' 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 Funds' stock is overvalued or undervalued compared to its peers.
- Examining Steward Funds' 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 Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Steward Funds' mutual fund. These opinions can provide insight into Steward Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Steward Mutual Fund
Steward Funds 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 Funds security.
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