Siit Large Cap Fund Manager Performance Evaluation
| LCIAX Fund | USD 227.21 1.08 0.48% |
The entity has a beta of 0.88, which indicates possible diversification benefits within a given portfolio. Siit Large returns are very sensitive to returns on the market. As the market goes up or down, Siit Large is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Siit Large Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Siit Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.0400 |
Siit |
Siit Large Relative Risk vs. Return Landscape
If you would invest 21,145 in Siit Large Cap on August 25, 2024 and sell it today you would earn a total of 1,576 from holding Siit Large Cap or generate 7.45% return on investment over 90 days. Siit Large Cap is currently producing 0.1136% returns and takes up 0.7766% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Siit, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Siit Large Current Valuation
Overvalued
Today
Please note that Siit Large's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Siit Large Cap has a current Real Value of $201.08 per share. The regular price of the fund is $227.21. We determine the value of Siit Large Cap 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 Siit Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Siit Mutual Fund. However, Siit Large'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 227.21 | Real 201.08 | Hype 227.21 | Naive 224.95 |
The intrinsic value of Siit Large'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 Siit Large'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 Siit Large Cap helps investors to forecast how Siit 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 Siit Large more accurately as focusing exclusively on Siit Large's fundamentals will not take into account other important factors: Siit Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Siit Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Siit Large Cap, and traders can use it to determine the average amount a Siit Large'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 = 0.1463
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| Cash | LCIAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Siit Large is performing at about 11% 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 Siit Large by adding it to a well-diversified portfolio.
Siit Large Fundamentals Growth
Siit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Siit Large, and Siit Large 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 Siit Mutual Fund performance.
| Price To Earning | 19.49 X | ||||
| Price To Book | 2.65 X | ||||
| Price To Sales | 1.83 X | ||||
| Total Asset | 2.31 B | ||||
About Siit Large Performance
Evaluating Siit Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Siit Large 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 Siit Large 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 invests substantially all of its assets in securities listed in the Russell 1000 Index. The Russell 1000 Index measures the performance of the large-cap segment of the U.S. equity universe and includes approximately 1000 of the largest securities based on their market capitalization.Things to note about Siit Large Cap performance evaluation
Checking the ongoing alerts about Siit Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Siit Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Siit Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Siit Large's mutual fund performance include:- Analyzing Siit Large'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 Siit Large's stock is overvalued or undervalued compared to its peers.
- Examining Siit Large'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 Siit Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Siit Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Siit Large's mutual fund. These opinions can provide insight into Siit Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Siit Mutual Fund
Siit Large financial ratios help investors to determine whether Siit 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 Siit with respect to the benefits of owning Siit Large security.
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