Sit Dividend Growth Fund Manager Performance Evaluation
| SDVGX Fund | USD 17.26 0.09 0.52% |
The entity has a beta of 0.51, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sit Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sit Dividend is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Sit Dividend Growth are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Sit Dividend showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 0.7000 |
Sit |
Sit Dividend Relative Risk vs. Return Landscape
If you would invest 1,538 in Sit Dividend Growth on November 27, 2025 and sell it today you would earn a total of 188.00 from holding Sit Dividend Growth or generate 12.22% return on investment over 90 days. Sit Dividend Growth is currently producing 0.2043% returns and takes up 1.3584% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Sit, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sit Dividend Current Valuation
Undervalued
Today
Please note that Sit Dividend's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Sit Dividend Growth has a current Real Value of $18.53 per share. The regular price of the fund is $17.26. We determine the value of Sit Dividend Growth 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 Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sit Mutual Fund. However, Sit Dividend'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 17.26 | Real 18.53 | Hype 17.26 | Naive 16.97 |
The intrinsic value of Sit Dividend'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 Dividend'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 Dividend Growth 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 Dividend more accurately as focusing exclusively on Sit Dividend's fundamentals will not take into account other important factors: Sit Dividend Target Price Odds to finish over Current Price
The tendency of Sit Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.26 | 90 days | 17.26 | about 22.32 |
Based on a normal probability distribution, the odds of Sit Dividend to move above the current price in 90 days from now is about 22.32 (This Sit Dividend Growth probability density function shows the probability of Sit Mutual Fund to fall within a particular range of prices over 90 days) .
Sit Dividend Price Density |
| Price |
Predictive Modules for Sit Dividend
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Sit Dividend Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sit Dividend Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Sit Dividend is not an exception. The market had few large corrections towards the Sit Dividend's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Sit Dividend Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Sit Dividend within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 0.88 | |
Ir | Information ratio | 0.1 |
Sit Dividend Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Sit Dividend for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Sit Dividend Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Sit Dividend Fundamentals Growth
Sit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sit Dividend, and Sit Dividend 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.
| Price To Earning | 17.72 X | ||||
| Price To Book | 2.72 X | ||||
| Price To Sales | 1.74 X | ||||
| Total Asset | 217.08 M | ||||
About Sit Dividend Performance
Evaluating Sit Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sit Dividend 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 Dividend 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, under normal market conditions, at least 80 percent of its net assets in 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 Dividend Growth performance evaluation
Checking the ongoing alerts about Sit Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sit Dividend Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sit Dividend's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sit Dividend's mutual fund performance include:- Analyzing Sit Dividend'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 Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Sit Dividend'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 Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sit Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sit Dividend's mutual fund. These opinions can provide insight into Sit Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sit Mutual Fund
Sit Dividend 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 Dividend security.
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