Crossmark Steward Equity Fund Manager Performance Evaluation
| SMNIX Fund | USD 28.50 0.02 0.07% |
The fund shows a Beta (market volatility) of 0.0416, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Crossmark Steward's returns are expected to increase less than the market. However, during the bear market, the loss of holding Crossmark Steward is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Crossmark Steward Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Crossmark Steward is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCrossmark |
Crossmark Steward Relative Risk vs. Return Landscape
If you would invest 2,960 in Crossmark Steward Equity on August 24, 2024 and sell it today you would lose (110.00) from holding Crossmark Steward Equity or give up 3.72% of portfolio value over 90 days. Crossmark Steward Equity is currently producing negative expected returns and takes up 0.4767% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Crossmark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crossmark Steward Current Valuation
Overvalued
Today
Please note that Crossmark Steward's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Crossmark Steward Equity shows a prevailing Real Value of $25.79 per share. The current price of the fund is $28.5. We determine the value of Crossmark Steward Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Crossmark Steward is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crossmark Mutual Fund. However, Crossmark Steward'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 28.5 | Real 25.79 | Hype 28.5 | Naive 28.6 |
The intrinsic value of Crossmark Steward'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 Crossmark Steward'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 Crossmark Steward Equity helps investors to forecast how Crossmark 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 Crossmark Steward more accurately as focusing exclusively on Crossmark Steward's fundamentals will not take into account other important factors: Crossmark Steward Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crossmark Steward's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crossmark Steward Equity, and traders can use it to determine the average amount a Crossmark Steward'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 = -0.1217
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| Negative Returns | SMNIX |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Crossmark Steward is not performing at its full potential. However, 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 Crossmark Steward by adding Crossmark Steward to a well-diversified portfolio.
Crossmark Steward Fundamentals Growth
Crossmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crossmark Steward, and Crossmark Steward 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 Crossmark Mutual Fund performance.
| Total Asset | 48.99 M | ||||
About Crossmark Steward Performance
Evaluating Crossmark Steward's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Crossmark Steward 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 Crossmark Steward 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.
Under normal market conditions, the fund invests at least 80 percent of its assets in equity securities. The manager implements its market neutral strategy by establishing long and short positions in a diversified portfolio of equity securities, subject to the limitations of the funds values-based screening policies on long positions. It may invest a portion of its assets in small- and mid-cap companies. The fund may also invest in other investment companies and real estate investment trusts.Things to note about Crossmark Steward Equity performance evaluation
Checking the ongoing alerts about Crossmark Steward for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crossmark Steward Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Crossmark Steward generated a negative expected return over the last 90 days | |
| The fund maintains about 78.9% of its assets in cash |
- Analyzing Crossmark Steward'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 Crossmark Steward's stock is overvalued or undervalued compared to its peers.
- Examining Crossmark Steward'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 Crossmark Steward's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crossmark Steward's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crossmark Steward's mutual fund. These opinions can provide insight into Crossmark Steward's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Crossmark Mutual Fund
Crossmark Steward financial ratios help investors to determine whether Crossmark 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 Crossmark with respect to the benefits of owning Crossmark Steward security.
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