Sit Dividend Growth Fund Manager Performance Evaluation
| SDVGX Fund | USD 18.04 0.07 0.39% |
The entity has a beta of 0.77, 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
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Sit Dividend Growth are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Sit Dividend 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 | 1st of November 2022 | |
| Expense Ratio | 0.7000 |
Sit |
Sit Dividend Relative Risk vs. Return Landscape
If you would invest 1,709 in Sit Dividend Growth on August 29, 2024 and sell it today you would earn a total of 95.00 from holding Sit Dividend Growth or generate 5.56% return on investment over 90 days. Sit Dividend Growth is currently producing 0.0869% returns and takes up 0.6846% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Sit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sit Dividend Current Valuation
Fairly Valued
Today
Please note that Sit Dividend's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sit Dividend Growth has a current Real Value of $17.86 per share. The regular price of the fund is $18.04. 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 18.04 | Real 17.86 | Hype 18.04 | Naive 18.04 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sit Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sit Dividend Growth, and traders can use it to determine the average amount a Sit Dividend'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 = 0.1269
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| Cash | SDVGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Sit Dividend is performing at about 9% 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 Dividend by adding it to a well-diversified portfolio.
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 | 209.89 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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