Stringer Growth Fund Manager Performance Evaluation
| SRGIX Fund | USD 12.92 0.07 0.54% |
The entity has a beta of -0.0207, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Stringer Growth are expected to decrease at a much lower rate. During the bear market, Stringer Growth is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Stringer Growth Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Stringer Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3300 |
Stringer |
Stringer Growth Relative Risk vs. Return Landscape
If you would invest 1,277 in Stringer Growth Fund on August 24, 2024 and sell it today you would earn a total of 15.00 from holding Stringer Growth Fund or generate 1.17% return on investment over 90 days. Stringer Growth Fund is currently producing 0.0197% returns and takes up 0.4879% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Stringer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stringer Growth Current Valuation
Fairly Valued
Today
Please note that Stringer Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Stringer Growth has a current Real Value of $12.82 per share. The regular price of the fund is $12.92. We determine the value of Stringer Growth 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 Stringer Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stringer Mutual Fund. However, Stringer Growth'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 12.92 | Real 12.82 | Hype 12.92 | Naive 12.8 |
The intrinsic value of Stringer Growth'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 Stringer Growth'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 Stringer Growth Fund helps investors to forecast how Stringer 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 Stringer Growth more accurately as focusing exclusively on Stringer Growth's fundamentals will not take into account other important factors: Stringer Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stringer Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stringer Growth Fund, and traders can use it to determine the average amount a Stringer Growth'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 = 0.0404
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SRGIX |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Stringer Growth is performing at about 3% 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 Stringer Growth by adding it to a well-diversified portfolio.
Stringer Growth Fundamentals Growth
Stringer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stringer Growth, and Stringer Growth 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 Stringer Mutual Fund performance.
| Price To Earning | 16.54 X | ||||
| Price To Book | 2.00 X | ||||
| Price To Sales | 1.19 X | ||||
| Total Asset | 42.39 M | ||||
About Stringer Growth Performance
Evaluating Stringer Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stringer Growth 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 Stringer Growth 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 is designed to meet investor needs for a diversified portfolio solution with a defined risk objective of long-term growth through a fully managed investment policy utilizing primarily ETFs as well as United States and foreign equity securities, debt and money market securities, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends.Things to note about Stringer Growth performance evaluation
Checking the ongoing alerts about Stringer Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stringer Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Stringer Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Stringer Growth's mutual fund performance include:- Analyzing Stringer Growth'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 Stringer Growth's stock is overvalued or undervalued compared to its peers.
- Examining Stringer Growth'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 Stringer Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stringer Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stringer Growth's mutual fund. These opinions can provide insight into Stringer Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stringer Mutual Fund
Stringer Growth financial ratios help investors to determine whether Stringer 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 Stringer with respect to the benefits of owning Stringer Growth security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |