Sterling Capital Stratton Fund Manager Performance Evaluation
| STSOX Fund | USD 45.45 0.07 0.15% |
The entity has a beta of 0.0451, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sterling Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sterling Capital 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 Sterling Capital Stratton are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Sterling Capital may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 2.0500 |
STERLING |
Sterling Capital Relative Risk vs. Return Landscape
If you would invest 4,045 in Sterling Capital Stratton on September 2, 2024 and sell it today you would earn a total of 500.00 from holding Sterling Capital Stratton or generate 12.36% return on investment over 90 days. Sterling Capital Stratton is currently producing 0.1886% returns and takes up 1.1382% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than STERLING, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sterling Capital Current Valuation
Fairly Valued
Today
Please note that Sterling Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sterling Capital Stratton has a current Real Value of $44.72 per share. The regular price of the fund is $45.45. We determine the value of Sterling Capital Stratton 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 Sterling Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of STERLING Mutual Fund. However, Sterling Capital'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 45.45 | Real 44.72 | Hype 45.45 | Naive 45.67 |
The intrinsic value of Sterling Capital'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 Sterling Capital'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 Sterling Capital Stratton helps investors to forecast how STERLING 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 Sterling Capital more accurately as focusing exclusively on Sterling Capital's fundamentals will not take into account other important factors: Sterling Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sterling Capital Stratton, and traders can use it to determine the average amount a Sterling Capital'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 = 0.1657
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | STSOX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Sterling Capital 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 Sterling Capital by adding it to a well-diversified portfolio.
Sterling Capital Fundamentals Growth
STERLING Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sterling Capital, and Sterling Capital 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 STERLING Mutual Fund performance.
| Total Asset | 541.21 M | ||||
About Sterling Capital Performance
Evaluating Sterling Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sterling Capital 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 Sterling Capital 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.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in common stock and securities convertible into common stock of small capitalization companies. Sterling Capital is traded on NASDAQ Exchange in the United States.Things to note about Sterling Capital Stratton performance evaluation
Checking the ongoing alerts about Sterling Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sterling Capital Stratton help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sterling Capital's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sterling Capital's mutual fund performance include:- Analyzing Sterling Capital'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 Sterling Capital's stock is overvalued or undervalued compared to its peers.
- Examining Sterling Capital'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 Sterling Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sterling Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sterling Capital's mutual fund. These opinions can provide insight into Sterling Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in STERLING Mutual Fund
Sterling Capital financial ratios help investors to determine whether STERLING 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 STERLING with respect to the benefits of owning Sterling Capital security.
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