Steward Large Cap Fund Manager Performance Evaluation
| SJCAX Fund | USD 31.25 0.35 1.13% |
The entity has a beta of 0.0489, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Steward Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Steward Large is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Steward Large Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Steward Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreSteward |
Steward Large Relative Risk vs. Return Landscape
If you would invest 2,905 in Steward Large Cap on August 25, 2024 and sell it today you would earn a total of 220.00 from holding Steward Large Cap or generate 7.57% return on investment over 90 days. Steward Large Cap is currently producing 0.117% returns and takes up 0.7661% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Steward, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Steward Large Current Valuation
Fairly Valued
Today
Please note that Steward Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Steward Large Cap has a current Real Value of $30.83 per share. The regular price of the fund is $31.25. We determine the value of Steward 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 Steward Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward 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 31.25 | Real 30.83 | Hype 31.25 | Naive 30.9 |
The intrinsic value of Steward 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 Steward 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 Steward Large Cap 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 Large more accurately as focusing exclusively on Steward Large's fundamentals will not take into account other important factors: Steward Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Steward Large Cap, and traders can use it to determine the average amount a Steward 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 = 0.1527
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SJCAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Steward Large is performing at about 12% 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 Large by adding it to a well-diversified portfolio.
Steward Large Fundamentals Growth
Steward Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Steward Large, and Steward 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 Steward Mutual Fund performance.
| Total Asset | 63.7 M | ||||
About Steward Large Performance
Evaluating Steward Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Steward 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 Steward 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 funds principal investment strategy is to invest in a portfolio of large-cap equity securities, subject to the limitations of the funds values-based screening policies. Under normal market conditions, it invests at least 80 percent of its assets in securities of large-cap companies. The fund may invest a portion of its assets in small- and mid-cap companies. It may also invest in other investment companies and real estate investment trusts.Things to note about Steward Large Cap performance evaluation
Checking the ongoing alerts about Steward Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward 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 Steward Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Steward Large's mutual fund performance include:- Analyzing Steward 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 Steward Large's stock is overvalued or undervalued compared to its peers.
- Examining Steward 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 Steward Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Steward Large's mutual fund. These opinions can provide insight into Steward Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Steward Mutual Fund
Steward Large 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 Large security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |