Sit Small Cap Fund Manager Performance Evaluation
| SDFSX Fund | USD 18.61 0.23 1.25% |
The entity has a beta of 1.3, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Sit Small will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Sit Small Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Sit Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.2100 |
Sit |
Sit Small Relative Risk vs. Return Landscape
If you would invest 1,726 in Sit Small Cap on August 26, 2024 and sell it today you would earn a total of 135.00 from holding Sit Small Cap or generate 7.82% return on investment over 90 days. Sit Small Cap is currently producing 0.1219% returns and takes up 1.1004% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Sit, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sit Small Current Valuation
Fairly Valued
Today
Please note that Sit Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sit Small Cap has a current Real Value of $18.19 per share. The regular price of the fund is $18.61. We determine the value of Sit Small 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 Sit Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sit Mutual Fund. However, Sit Small'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 18.61 | Real 18.19 | Hype 18.38 | Naive 18.0 |
The intrinsic value of Sit Small'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 Sit Small'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 Sit Small Cap helps investors to forecast how Sit 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 Sit Small more accurately as focusing exclusively on Sit Small's fundamentals will not take into account other important factors: Sit Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sit Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sit Small Cap, and traders can use it to determine the average amount a Sit Small'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 = 0.1107
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SDFSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Sit Small 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 Sit Small by adding it to a well-diversified portfolio.
Sit Small Fundamentals Growth
Sit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sit Small, and Sit Small 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 Sit Mutual Fund performance.
| Total Asset | 20.64 M | ||||
About Sit Small Performance
Evaluating Sit Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sit Small 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 Sit Small 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 seeks to achieve its objectives by investing at least 80 percent of its net assets in small cap dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities , and closed-end investment companies. The fund may invest up to 20 percent of its net assets in securities of issuers domiciled outside the U.S.Things to note about Sit Small Cap performance evaluation
Checking the ongoing alerts about Sit Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sit Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sit Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sit Small's mutual fund performance include:- Analyzing Sit Small'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 Sit Small's stock is overvalued or undervalued compared to its peers.
- Examining Sit Small'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 Sit Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sit Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sit Small's mutual fund. These opinions can provide insight into Sit Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sit Mutual Fund
Sit Small financial ratios help investors to determine whether Sit 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 Sit with respect to the benefits of owning Sit Small security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |