Strategic Asset Management Fund Key Fundamental Indicators
| SCIPX Fund | USD 12.83 0.01 0.08% |
As of the 11th of February 2026, Strategic Asset has the Standard Deviation of 0.819, risk adjusted performance of 0.1387, and Downside Deviation of 0.3717. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Strategic Asset Mana, as well as the relationship between them.
Strategic Asset's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Strategic Asset's valuation are provided below:Strategic Asset Management does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Strategic |
Strategic Asset 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Strategic Asset's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Strategic Asset.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Strategic Asset on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Strategic Asset Management or generate 0.0% return on investment in Strategic Asset over 90 days. Strategic Asset is related to or competes with Prudential Financial, Prudential Jennison, Davis Financial, Transamerica Financial, Financials Ultrasector, and Gabelli Global. The fund operate as funds of funds and invest principally in funds and exchange-traded funds of Principal Funds, Inc More
Strategic Asset Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Strategic Asset's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Strategic Asset Management upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3717 | |||
| Information Ratio | 0.0599 | |||
| Maximum Drawdown | 7.08 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.5988 |
Strategic Asset Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Strategic Asset's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Strategic Asset's standard deviation. In reality, there are many statistical measures that can use Strategic Asset historical prices to predict the future Strategic Asset's volatility.| Risk Adjusted Performance | 0.1387 | |||
| Jensen Alpha | 0.1022 | |||
| Total Risk Alpha | 0.0471 | |||
| Sortino Ratio | 0.132 | |||
| Treynor Ratio | 0.3685 |
Strategic Asset February 11, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1387 | |||
| Market Risk Adjusted Performance | 0.3785 | |||
| Mean Deviation | 0.3511 | |||
| Downside Deviation | 0.3717 | |||
| Coefficient Of Variation | 578.04 | |||
| Standard Deviation | 0.819 | |||
| Variance | 0.6708 | |||
| Information Ratio | 0.0599 | |||
| Jensen Alpha | 0.1022 | |||
| Total Risk Alpha | 0.0471 | |||
| Sortino Ratio | 0.132 | |||
| Treynor Ratio | 0.3685 | |||
| Maximum Drawdown | 7.08 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.5988 | |||
| Downside Variance | 0.1382 | |||
| Semi Variance | (0.06) | |||
| Expected Short fall | (0.49) | |||
| Skewness | 6.14 | |||
| Kurtosis | 45.3 |
Strategic Asset Mana Backtested Returns
At this stage we consider Strategic Mutual Fund to be very steady. Strategic Asset Mana owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Strategic Asset Management, which you can use to evaluate the volatility of the fund. Please validate Strategic Asset's Downside Deviation of 0.3717, standard deviation of 0.819, and Risk Adjusted Performance of 0.1387 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%. The entity has a beta of 0.36, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Strategic Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategic Asset is expected to be smaller as well.
Auto-correlation | 0.62 |
Good predictability
Strategic Asset Management has good predictability. Overlapping area represents the amount of predictability between Strategic Asset time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Strategic Asset Mana price movement. The serial correlation of 0.62 indicates that roughly 62.0% of current Strategic Asset price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.62 | |
| Spearman Rank Test | 0.66 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Strategic Asset Management has a Price To Earning of 17.43 times. This is 12.32% lower than that of the Principal Funds family and significantly higher than that of the Allocation--30% to 50% Equity category. The price to earning for all United States funds is notably lower than that of the firm.
Strategic Asset Mana Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Asset's current stock value. Our valuation model uses many indicators to compare Strategic Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Asset competition to find correlations between indicators driving Strategic Asset's intrinsic value. More Info.Strategic Asset Management is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Asset Management is roughly 8.46 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Strategic Asset's earnings, one of the primary drivers of an investment's value.Strategic Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Strategic Asset's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Strategic Asset could also be used in its relative valuation, which is a method of valuing Strategic Asset by comparing valuation metrics of similar companies.Strategic Asset is currently under evaluation in price to earning among similar funds.
Strategic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Asset's current stock value. Our valuation model uses many indicators to compare Strategic Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Asset competition to find correlations between indicators driving Strategic Asset's intrinsic value. More Info.Strategic Asset Management is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Asset Management is roughly 8.46 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Strategic Asset's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Strategic Asset
The fund invests 37.05% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.57%) , cash (3.63%) and various exotic instruments.Asset allocation divides Strategic Asset's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Strategic Fundamentals
| Price To Earning | 17.43 X | ||||
| Price To Book | 2.06 X | ||||
| Price To Sales | 1.55 X | ||||
| Total Asset | 30.15 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 2.48 % | ||||
| One Year Return | 10.81 % | ||||
| Three Year Return | 9.05 % | ||||
| Five Year Return | 3.89 % | ||||
| Ten Year Return | 5.26 % | ||||
| Net Asset | 1.88 B | ||||
| Cash Position Weight | 3.63 % | ||||
| Equity Positions Weight | 37.05 % | ||||
| Bond Positions Weight | 5.57 % |
About Strategic Asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Strategic Asset Management's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Strategic Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Strategic Asset Management based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund operate as funds of funds and invest principally in funds and exchange-traded funds of Principal Funds, Inc. and Principal Exchange-Traded Funds . It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Strategic Mutual Fund
Strategic Asset financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Asset security.
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