Sit Quality Income Fund Manager Performance Evaluation
| SQIFX Fund | USD 9.65 0.01 0.10% |
The entity has a beta of -0.0045, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sit Quality are expected to decrease at a much lower rate. During the bear market, Sit Quality is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Sit Quality Income are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Sit Quality 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 August 2025 | |
| Expense Ratio | 0.8100 |
Sit |
Sit Quality Relative Risk vs. Return Landscape
If you would invest 957.00 in Sit Quality Income on November 1, 2025 and sell it today you would earn a total of 8.00 from holding Sit Quality Income or generate 0.84% return on investment over 90 days. Sit Quality Income is currently producing 0.0137% returns and takes up 0.1032% volatility of returns over 90 trading days. Put another way, 0% 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 Quality Current Valuation
Overvalued
Today
Please note that Sit Quality's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sit Quality Income has a current Real Value of $8.87 per share. The regular price of the fund is $9.65. We determine the value of Sit Quality Income 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 Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sit Mutual Fund. However, Sit Quality'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 9.65 | Real 8.87 | Hype 9.65 | Naive 9.63 |
The intrinsic value of Sit Quality'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 Quality'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 Quality Income 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 Quality more accurately as focusing exclusively on Sit Quality's fundamentals will not take into account other important factors: Sit Quality 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 |
| 9.65 | 90 days | 9.65 | about 9.05 |
Based on a normal probability distribution, the odds of Sit Quality to move above the current price in 90 days from now is about 9.05 (This Sit Quality Income probability density function shows the probability of Sit Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Sit Quality Income has a beta of -0.0045. This usually implies as returns on the benchmark increase, returns on holding Sit Quality are expected to decrease at a much lower rate. During a bear market, however, Sit Quality Income is likely to outperform the market. Additionally Sit Quality Income has an alpha of 0.0039, implying that it can generate a 0.003929 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Sit Quality Price Density |
| Price |
Predictive Modules for Sit Quality
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 Quality Income. 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 Quality Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Sit Quality is not an exception. The market had few large corrections towards the Sit Quality'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 Quality Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Sit Quality within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | -0.0045 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.46 |
Sit Quality 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 Quality for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Sit Quality Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 95.94% of its assets in bonds |
Sit Quality Fundamentals Growth
Sit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sit Quality, and Sit Quality 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.
| Total Asset | 29.74 M | |||
About Sit Quality Performance
Evaluating Sit Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sit Quality 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 Quality 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 objective by investing under normal market conditions at least 80 percent of its assets in debt securities issued by the U.S. government and its agencies, debt securities issued by corporations, and mortgage and other asset-backed securities. Sit Quality is traded on NASDAQ Exchange in the United States.Things to note about Sit Quality Income performance evaluation
Checking the ongoing alerts about Sit Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sit Quality Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 95.94% of its assets in bonds |
- Analyzing Sit Quality'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 Quality's stock is overvalued or undervalued compared to its peers.
- Examining Sit Quality'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 Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sit Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sit Quality's mutual fund. These opinions can provide insight into Sit Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sit Mutual Fund
Sit Quality 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 Quality security.
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