Sit Mutual Funds Fund Manager Performance Evaluation
| SQIYX Fund | USD 9.53 0.01 0.11% |
The entity has a beta of 0.0165, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sit Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sit Mutual is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Sit Mutual Funds has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Sit Mutual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreSit |
Sit Mutual Relative Risk vs. Return Landscape
If you would invest 953.00 in Sit Mutual Funds on August 30, 2024 and sell it today you would earn a total of 0.00 from holding Sit Mutual Funds or generate 0.0% return on investment over 90 days. Sit Mutual Funds is currently producing 1.0E-4% returns and takes up 0.1506% volatility of returns over 90 trading days. Put another way, 1% 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 Mutual Current Valuation
Fairly Valued
Today
Please note that Sit Mutual's price fluctuation is very steady at this time. Sit Mutual Funds has a current Real Value of $9.49 per share. The regular price of the fund is $9.53. Our model measures the value of Sit Mutual Funds from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sit Mutual Fund. However, Sit Mutual'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 9.53 | Real 9.49 | Hype 9.53 | Naive 9.53 |
The intrinsic value of Sit Mutual'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 Mutual'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 Mutual Funds 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 Mutual more accurately as focusing exclusively on Sit Mutual's fundamentals will not take into account other important factors: Sit Mutual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sit Mutual's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sit Mutual Funds, and traders can use it to determine the average amount a Sit Mutual'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 = 7.0E-4
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SQIYX |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sit Mutual 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 Sit Mutual by adding Sit Mutual to a well-diversified portfolio.
About Sit Mutual Performance
Evaluating Sit Mutual's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sit Mutual 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 Mutual 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. It invests at least 50 percent of its assets in U.S. government debt securities, which are securities issued, guaranteed or insured by the U.S. government, its agencies or instrumentalities. The funds dollar-weighted average portfolio quality is expected to be A or better.Things to note about Sit Mutual Funds performance evaluation
Checking the ongoing alerts about Sit Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sit Mutual Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sit Mutual's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sit Mutual's mutual fund performance include:- Analyzing Sit Mutual'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 Mutual's stock is overvalued or undervalued compared to its peers.
- Examining Sit Mutual'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 Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sit Mutual's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sit Mutual's mutual fund. These opinions can provide insight into Sit Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sit Mutual Fund
Sit Mutual 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 Mutual security.
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