Sterling Capital Total Fund Market Value

BICBX Fund  USD 10.01  0.02  0.20%   
Sterling Capital's market value is the price at which a share of Sterling Capital trades on a public exchange. It measures the collective expectations of Sterling Capital Total investors about its performance. Sterling Capital is trading at 10.01 as of the 14th of December 2024; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 10.03.
With this module, you can estimate the performance of a buy and hold strategy of Sterling Capital Total and determine expected loss or profit from investing in Sterling Capital over a given investment horizon. Check out Sterling Capital Correlation, Sterling Capital Volatility and Sterling Capital Alpha and Beta module to complement your research on Sterling Capital.
Symbol

Please note, there is a significant difference between Sterling Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sterling Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sterling Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Sterling Capital '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 Sterling Capital'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 Sterling Capital.
0.00
11/14/2024
No Change 0.00  0.0 
In 30 days
12/14/2024
0.00
If you would invest  0.00  in Sterling Capital on November 14, 2024 and sell it all today you would earn a total of 0.00 from holding Sterling Capital Total or generate 0.0% return on investment in Sterling Capital over 30 days. Sterling Capital is related to or competes with Blackrock California, Blackrock Balanced, Blackrock Eurofund, Blackrock Funds, Blackrock Emerging, Blackrock Equity, and Blackrock Advantage. At least 90 percent of the value of the funds assets, plus the amount of any borrowings for investment purposes, is inve... More

Sterling Capital 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 Sterling Capital'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 Sterling Capital Total upside and downside potential and time the market with a certain degree of confidence.

Sterling Capital Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Sterling Capital's standard deviation. In reality, there are many statistical measures that can use Sterling Capital historical prices to predict the future Sterling Capital's volatility.
Hype
Prediction
LowEstimatedHigh
9.7810.0110.24
Details
Intrinsic
Valuation
LowRealHigh
9.7910.0210.25
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Sterling Capital. Your research has to be compared to or analyzed against Sterling Capital's peers to derive any actionable benefits. When done correctly, Sterling Capital's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Sterling Capital Total.

Sterling Capital Total Backtested Returns

Sterling Capital Total owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0944, which indicates the fund had a -0.0944% return per unit of risk over the last 3 months. Sterling Capital Total exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Sterling Capital's Variance of 0.0513, coefficient of variation of (1,705), and Risk Adjusted Performance of (0.06) to confirm the risk estimate we provide. The entity has a beta of -0.0107, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sterling Capital are expected to decrease at a much lower rate. During the bear market, Sterling Capital is likely to outperform the market.

Auto-correlation

    
  -0.28  

Weak reverse predictability

Sterling Capital Total has weak reverse predictability. Overlapping area represents the amount of predictability between Sterling Capital time series from 14th of November 2024 to 29th of November 2024 and 29th of November 2024 to 14th of December 2024. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Sterling Capital Total price movement. The serial correlation of -0.28 indicates that nearly 28.0% of current Sterling Capital price fluctuation can be explain by its past prices.
Correlation Coefficient-0.28
Spearman Rank Test-0.05
Residual Average0.0
Price Variance0.0
Sterling ReturnsSterling Lagged ReturnsDiversified AwaySterling ReturnsSterling Lagged ReturnsDiversified Away100%

Sterling Capital Total lagged returns against current returns

Autocorrelation, which is Sterling Capital mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Sterling Capital's mutual fund expected returns. We can calculate the autocorrelation of Sterling Capital returns to help us make a trade decision. For example, suppose you find that Sterling Capital has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
JavaScript chart by amCharts 3.21.15Nov 29DecDec 03Dec 05Dec 07Dec 09Dec 11Dec 130.1%0.2%0.3%0.4%0.5%0.6%0.7% 1
JavaScript chart by amCharts 3.21.15Volume Lagged Volume Prices Lagged Prices
       Timeline  

Sterling Capital regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Sterling Capital mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Sterling Capital mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Sterling Capital mutual fund over time.
   Current vs Lagged Prices   
JavaScript chart by amCharts 3.21.15Nov 29DecDec 03Dec 05Dec 07Dec 09Dec 11Dec 139.959.969.979.989.9910.0010.0110.0210.03
JavaScript chart by amCharts 3.21.15Regression Prices Lagged Regression Prices
       Timeline  

Sterling Capital Lagged Returns

When evaluating Sterling Capital's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Sterling Capital mutual fund have on its future price. Sterling Capital autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Sterling Capital autocorrelation shows the relationship between Sterling Capital mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Sterling Capital Total.
   Regressed Prices   
JavaScript chart by amCharts 3.21.15Nov 14Nov 18Nov 22Nov 26Nov 30DecDec 08Dec 129.949.969.9810.0010.0210.0410.06
JavaScript chart by amCharts 3.21.15Lagged Returns Returns
       Timeline  

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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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