Steward International Enhanced Fund Manager Performance Evaluation
| SNTFX Fund | USD 20.76 0.04 0.19% |
The entity has a beta of -0.0656, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Steward International are expected to decrease at a much lower rate. During the bear market, Steward International is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Steward International Enhanced has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Steward International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6600 |
Steward |
Steward International Relative Risk vs. Return Landscape
If you would invest 2,127 in Steward International Enhanced on August 26, 2024 and sell it today you would lose (51.00) from holding Steward International Enhanced or give up 2.4% of portfolio value over 90 days. Steward International Enhanced is currently producing negative expected returns and takes up 0.8507% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Steward, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Steward International Current Valuation
Overvalued
Today
Please note that Steward International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Steward International has a current Real Value of $19.71 per share. The regular price of the fund is $20.76. We determine the value of Steward International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward International'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 20.76 | Real 19.71 | Hype 20.76 | Naive 20.45 |
The intrinsic value of Steward International'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 International'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 International Enhanced 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 International more accurately as focusing exclusively on Steward International's fundamentals will not take into account other important factors: Steward International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Steward International Enhanced, and traders can use it to determine the average amount a Steward International'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 = -0.0397
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SNTFX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Steward International 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 Steward International by adding Steward International to a well-diversified portfolio.
Steward International Fundamentals Growth
Steward Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Steward International, and Steward International 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 | 196.88 M | ||||
About Steward International Performance
Evaluating Steward International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Steward International 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 International 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 advisor pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1 changing the relative weighting in the funds portfolio of equity securities of developed market companies and of emerging market companies, and 2 utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the funds values-based screening policies. It invests at least 80 percent of its assets in the securities of companies included in its primary benchmark.Things to note about Steward International performance evaluation
Checking the ongoing alerts about Steward International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Steward International generated a negative expected return over the last 90 days | |
| The fund maintains 99.42% of its assets in stocks |
- Analyzing Steward International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Steward International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Steward International's mutual fund. These opinions can provide insight into Steward International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Steward Mutual Fund
Steward International 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 International security.
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