Sterling Capital Special Fund Manager Performance Evaluation
| BOPAX Fund | USD 29.49 0.27 0.92% |
The entity has a beta of 0.86, which indicates possible diversification benefits within a given portfolio. Sterling Capital returns are very sensitive to returns on the market. As the market goes up or down, Sterling Capital is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Sterling Capital Special are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Sterling Capital may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.1600 |
Sterling |
Sterling Capital Relative Risk vs. Return Landscape
If you would invest 2,712 in Sterling Capital Special on August 26, 2024 and sell it today you would earn a total of 237.00 from holding Sterling Capital Special or generate 8.74% return on investment over 90 days. Sterling Capital Special is currently producing 0.1324% returns and takes up 0.8339% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Sterling, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sterling Capital Current Valuation
Overvalued
Today
Please note that Sterling Capital's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sterling Capital Special has a current Real Value of $26.67 per share. The regular price of the fund is $29.49. We determine the value of Sterling Capital Special 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 Sterling Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sterling Mutual Fund. However, Sterling Capital'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 29.49 | Real 26.67 | Hype 29.49 | Naive 29.16 |
The intrinsic value of Sterling Capital'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 Sterling Capital'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 Sterling Capital Special helps investors to forecast how Sterling 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 Sterling Capital more accurately as focusing exclusively on Sterling Capital's fundamentals will not take into account other important factors: Sterling Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sterling Capital Special, and traders can use it to determine the average amount a Sterling Capital'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 = 0.1588
| Best Portfolio | Best Equity | |||
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| Cash | BOPAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Sterling Capital is performing at about 12% of its full potential. 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 Sterling Capital by adding it to a well-diversified portfolio.
Sterling Capital Fundamentals Growth
Sterling Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sterling Capital, and Sterling Capital 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 Sterling Mutual Fund performance.
| Price To Earning | 16.55 X | ||||
| Price To Book | 2.90 X | ||||
| Price To Sales | 1.65 X | ||||
| Total Asset | 284.94 M | ||||
About Sterling Capital Performance
Evaluating Sterling Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sterling Capital 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 Sterling Capital 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 normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.Things to note about Sterling Capital Special performance evaluation
Checking the ongoing alerts about Sterling Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sterling Capital Special help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.83% of its assets under management (AUM) in equities |
- Analyzing Sterling Capital'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 Sterling Capital's stock is overvalued or undervalued compared to its peers.
- Examining Sterling Capital'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 Sterling Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sterling Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sterling Capital's mutual fund. These opinions can provide insight into Sterling Capital's potential for growth and whether the stock is currently undervalued or overvalued.
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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