Sit Dividend Growth Fund Net Income
| SDVGX Fund | USD 17.36 0.06 0.34% |
As of the 12th of February 2026, Sit Dividend has the Semi Deviation of 0.4356, coefficient of variation of 593.28, and Risk Adjusted Performance of 0.1376. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sit Dividend Growth, as well as the relationship between them.
Sit Dividend'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 Sit Dividend's valuation are provided below:Sit Dividend Growth 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. Sit |
Sit Dividend '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 Sit Dividend'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 Sit Dividend.
| 11/14/2025 |
| 02/12/2026 |
If you would invest 0.00 in Sit Dividend on November 14, 2025 and sell it all today you would earn a total of 0.00 from holding Sit Dividend Growth or generate 0.0% return on investment in Sit Dividend over 90 days. Sit Dividend is related to or competes with Summit Global, Columbia Adaptive, Ashmore Emerging, Ashmore Emerging, Spectrum Fund, Simt Tax-managed, and Hennessy Equity. The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80 percent of its net as... More
Sit Dividend 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 Sit Dividend'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 Sit Dividend Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7395 | |||
| Information Ratio | 0.09 | |||
| Maximum Drawdown | 11.18 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.02 |
Sit Dividend Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sit Dividend's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Sit Dividend's standard deviation. In reality, there are many statistical measures that can use Sit Dividend historical prices to predict the future Sit Dividend's volatility.| Risk Adjusted Performance | 0.1376 | |||
| Jensen Alpha | 0.226 | |||
| Total Risk Alpha | 0.0567 | |||
| Sortino Ratio | 0.16 | |||
| Treynor Ratio | (1.39) |
Sit Dividend February 12, 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 | 0.1376 | |||
| Market Risk Adjusted Performance | (1.38) | |||
| Mean Deviation | 0.6366 | |||
| Semi Deviation | 0.4356 | |||
| Downside Deviation | 0.7395 | |||
| Coefficient Of Variation | 593.28 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.73 | |||
| Information Ratio | 0.09 | |||
| Jensen Alpha | 0.226 | |||
| Total Risk Alpha | 0.0567 | |||
| Sortino Ratio | 0.16 | |||
| Treynor Ratio | (1.39) | |||
| Maximum Drawdown | 11.18 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.02 | |||
| Downside Variance | 0.5468 | |||
| Semi Variance | 0.1897 | |||
| Expected Short fall | (0.76) | |||
| Skewness | 5.12 | |||
| Kurtosis | 35.91 |
Sit Dividend Growth Backtested Returns
Sit Dividend appears to be very steady, given 3 months investment horizon. Sit Dividend Growth owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.17, which indicates the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Sit Dividend Growth, which you can use to evaluate the volatility of the fund. Please review Sit Dividend's Semi Deviation of 0.4356, coefficient of variation of 593.28, and Risk Adjusted Performance of 0.1376 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of -0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sit Dividend are expected to decrease at a much lower rate. During the bear market, Sit Dividend is likely to outperform the market.
Auto-correlation | 0.59 |
Modest predictability
Sit Dividend Growth has modest predictability. Overlapping area represents the amount of predictability between Sit Dividend time series from 14th of November 2025 to 29th of December 2025 and 29th of December 2025 to 12th 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 Sit Dividend Growth price movement. The serial correlation of 0.59 indicates that roughly 59.0% of current Sit Dividend price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.59 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Sit Dividend Growth reported net income of 0.0. This indicator is about the same for the Sit average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Sit Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sit Dividend's current stock value. Our valuation model uses many indicators to compare Sit Dividend value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sit Dividend competition to find correlations between indicators driving Sit Dividend's intrinsic value. More Info.Sit Dividend Growth is rated second largest fund in price to earning among similar funds. It also is rated second largest fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sit Dividend Growth is roughly 6.51 . 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 Sit Dividend's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Sit Dividend
The fund invests 99.7% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.3%) .Asset allocation divides Sit Dividend'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.
Sit Fundamentals
| Price To Earning | 17.72 X | ||||
| Price To Book | 2.72 X | ||||
| Price To Sales | 1.74 X | ||||
| Total Asset | 217.08 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.66 % | ||||
| One Year Return | 18.28 % | ||||
| Three Year Return | 16.95 % | ||||
| Five Year Return | 12.50 % | ||||
| Ten Year Return | 11.70 % | ||||
| Net Asset | 234.5 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 0.30 % | ||||
| Equity Positions Weight | 99.70 % |
About Sit Dividend Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sit Dividend Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sit Dividend using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sit Dividend Growth 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.
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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 Sit Mutual Fund
Sit Dividend financial ratios help investors to determine whether Sit 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 Sit with respect to the benefits of owning Sit Dividend security.
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