Steward Ered Call Fund Manager Performance Evaluation
| SCJIX Fund | USD 8.49 0.03 0.35% |
The entity has a beta of 0.5, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Steward Covered's returns are expected to increase less than the market. However, during the bear market, the loss of holding Steward Covered is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Steward Ered Call are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Steward Covered is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of August 2022 | |
| Expense Ratio | 1.0000 |
Steward |
Steward Covered Relative Risk vs. Return Landscape
If you would invest 819.00 in Steward Ered Call on August 25, 2024 and sell it today you would earn a total of 30.00 from holding Steward Ered Call or generate 3.66% return on investment over 90 days. Steward Ered Call is currently producing 0.0566% returns and takes up 0.5052% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Steward, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Steward Covered Current Valuation
Fairly Valued
Today
Please note that Steward Covered's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Steward Ered Call has a current Real Value of $8.44 per share. The regular price of the fund is $8.49. We determine the value of Steward Ered Call 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 Steward Covered is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward Covered'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 8.49 | Real 8.44 | Hype 8.49 | Naive 8.4 |
The intrinsic value of Steward Covered'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 Steward Covered'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 Steward Ered Call helps investors to forecast how Steward 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 Steward Covered more accurately as focusing exclusively on Steward Covered's fundamentals will not take into account other important factors: Steward Covered Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward Covered's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Steward Ered Call, and traders can use it to determine the average amount a Steward Covered'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 = 0.1121
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SCJIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Steward Covered is performing at about 8% 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 Steward Covered by adding it to a well-diversified portfolio.
Steward Covered Fundamentals Growth
Steward Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Steward Covered, and Steward Covered 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 Steward Mutual Fund performance.
| Total Asset | 55.14 M | ||||
About Steward Covered Performance
Evaluating Steward Covered's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Steward Covered 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 Steward Covered 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 in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the funds portfolio when compared to the broader uncovered large cap securities market.Things to note about Steward Ered Call performance evaluation
Checking the ongoing alerts about Steward Covered for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward Ered Call help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Steward Covered's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Steward Covered's mutual fund performance include:- Analyzing Steward Covered'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 Steward Covered's stock is overvalued or undervalued compared to its peers.
- Examining Steward Covered'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 Steward Covered's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward Covered's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Steward Covered's mutual fund. These opinions can provide insight into Steward Covered's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Steward Mutual Fund
Steward Covered 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 Covered security.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |