Siit World Select Fund Manager Performance Evaluation
| SWSAX Fund | USD 11.90 0.07 0.59% |
The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Siit World's returns are expected to increase less than the market. However, during the bear market, the loss of holding Siit World is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Siit World Select has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Siit World is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2900 |
Siit |
Siit World Relative Risk vs. Return Landscape
If you would invest 1,270 in Siit World Select on October 22, 2024 and sell it today you would lose (80.00) from holding Siit World Select or give up 6.3% of portfolio value over 90 days. Siit World Select is currently producing negative expected returns and takes up 1.2428% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Siit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Siit World Current Valuation
Fairly Valued
Today
Please note that Siit World's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Siit World Select has a current Real Value of $12.0 per share. The regular price of the fund is $11.9. We determine the value of Siit World Select 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 Siit World is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Siit Mutual Fund. However, Siit World'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 11.9 | Real 12.0 | Hype 11.9 | Naive 12.34 |
The intrinsic value of Siit World'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 Siit World'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 Siit World Select helps investors to forecast how Siit 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 Siit World more accurately as focusing exclusively on Siit World's fundamentals will not take into account other important factors: Siit World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Siit World's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Siit World Select, and traders can use it to determine the average amount a Siit World'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 = -0.0794
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SWSAX |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Siit World is not performing at its full potential. However, 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 Siit World by adding Siit World to a well-diversified portfolio.
Siit World Fundamentals Growth
Siit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Siit World, and Siit World 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 Siit Mutual Fund performance.
| Total Asset | 270.27 M | |||
About Siit World Performance
Evaluating Siit World's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Siit World 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 Siit World 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 will invest at least 80 percent of its net assets in equity securities of U.S. and foreign companies of all capitalization ranges. These securities will include one or more of the following types of instruments common stocks, preferred stocks, depositary receipts, warrants, ETFs based on an equity index, and derivative instruments whose value is based on an equity index or an underlying equity security or basket of equity securities. The fund will invest in securities of foreign issuers located in developed or emerging market countries.Things to note about Siit World Select performance evaluation
Checking the ongoing alerts about Siit World for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Siit World Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Siit World Select generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Siit World'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 Siit World's stock is overvalued or undervalued compared to its peers.
- Examining Siit World'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 Siit World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Siit World's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Siit World's mutual fund. These opinions can provide insight into Siit World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Siit Mutual Fund
Siit World financial ratios help investors to determine whether Siit 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 Siit with respect to the benefits of owning Siit World security.
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