Steward Small Mid Cap Fund Market Value
| SCECX Fund | USD 13.62 0.38 2.87% |
| Symbol | Steward |
Steward Small-mid '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 Steward Small-mid'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 Steward Small-mid.
| 11/11/2025 |
| 02/09/2026 |
If you would invest 0.00 in Steward Small-mid on November 11, 2025 and sell it all today you would earn a total of 0.00 from holding Steward Small Mid Cap or generate 0.0% return on investment in Steward Small-mid over 90 days. Steward Small-mid is related to or competes with Doubleline Global, Franklin Mutual, Ab Global, Legg Mason, Morningstar Global, Ab Global, and Alliancebernstein. Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-ca... More
Steward Small-mid 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 Steward Small-mid'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 Steward Small Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9664 | |||
| Information Ratio | 0.1383 | |||
| Maximum Drawdown | 10.33 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 2.14 |
Steward Small-mid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward Small-mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Steward Small-mid's standard deviation. In reality, there are many statistical measures that can use Steward Small-mid historical prices to predict the future Steward Small-mid's volatility.| Risk Adjusted Performance | 0.1652 | |||
| Jensen Alpha | 0.1982 | |||
| Total Risk Alpha | 0.1374 | |||
| Sortino Ratio | 0.2096 | |||
| Treynor Ratio | 0.2674 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Steward Small-mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Steward Small-mid February 9, 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 | 0.1652 | |||
| Market Risk Adjusted Performance | 0.2774 | |||
| Mean Deviation | 0.9011 | |||
| Semi Deviation | 0.5171 | |||
| Downside Deviation | 0.9664 | |||
| Coefficient Of Variation | 501.38 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.15 | |||
| Information Ratio | 0.1383 | |||
| Jensen Alpha | 0.1982 | |||
| Total Risk Alpha | 0.1374 | |||
| Sortino Ratio | 0.2096 | |||
| Treynor Ratio | 0.2674 | |||
| Maximum Drawdown | 10.33 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 2.14 | |||
| Downside Variance | 0.9339 | |||
| Semi Variance | 0.2674 | |||
| Expected Short fall | (1.10) | |||
| Skewness | 3.18 | |||
| Kurtosis | 17.67 |
Steward Small Mid Backtested Returns
Steward Small-mid appears to be very steady, given 3 months investment horizon. Steward Small Mid owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.2, which indicates the fund had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Steward Small Mid Cap, which you can use to evaluate the volatility of the fund. Please review Steward Small-mid's Semi Deviation of 0.5171, risk adjusted performance of 0.1652, and Coefficient Of Variation of 501.38 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 1.06, which indicates a somewhat significant risk relative to the market. Steward Small-mid returns are very sensitive to returns on the market. As the market goes up or down, Steward Small-mid is expected to follow.
Auto-correlation | 0.71 |
Good predictability
Steward Small Mid Cap has good predictability. Overlapping area represents the amount of predictability between Steward Small-mid time series from 11th of November 2025 to 26th of December 2025 and 26th of December 2025 to 9th 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 Steward Small Mid price movement. The serial correlation of 0.71 indicates that around 71.0% of current Steward Small-mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.7 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Also Currently Popular
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 Steward Mutual Fund
Steward Small-mid financial ratios help investors to determine whether Steward 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 Steward with respect to the benefits of owning Steward Small-mid security.
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