Ridgeworth International Equity Fund Manager Performance Evaluation
| STITX Fund | USD 9.39 0.11 1.19% |
The fund holds a Beta of 0.53, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Ridgeworth International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ridgeworth International is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Ridgeworth International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ridgeworth International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.0500 |
Ridgeworth |
Ridgeworth International Relative Risk vs. Return Landscape
If you would invest 963.00 in Ridgeworth International Equity on August 28, 2024 and sell it today you would lose (24.00) from holding Ridgeworth International Equity or give up 2.49% of portfolio value over 90 days. Ridgeworth International Equity is currently producing negative expected returns and takes up 0.7425% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Ridgeworth, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ridgeworth International Current Valuation
Fairly Valued
Today
Please note that Ridgeworth International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ridgeworth International holds a recent Real Value of $9.33 per share. The prevailing price of the fund is $9.39. We determine the value of Ridgeworth International from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Ridgeworth International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ridgeworth Mutual Fund. However, Ridgeworth 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 9.39 | Real 9.33 | Hype 9.28 | Naive 9.18 |
The intrinsic value of Ridgeworth 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 Ridgeworth 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 Ridgeworth International Equity helps investors to forecast how Ridgeworth 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 Ridgeworth International more accurately as focusing exclusively on Ridgeworth International's fundamentals will not take into account other important factors: Ridgeworth International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ridgeworth International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ridgeworth International Equity, and traders can use it to determine the average amount a Ridgeworth 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 = -0.0503
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STITX |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ridgeworth 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 Ridgeworth International by adding Ridgeworth International to a well-diversified portfolio.
Ridgeworth International Fundamentals Growth
Ridgeworth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ridgeworth International, and Ridgeworth 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 Ridgeworth Mutual Fund performance.
| Price To Earning | 22.82 X | ||||
| Price To Book | 5.22 X | ||||
| Price To Sales | 3.34 X | ||||
| Total Asset | 45.1 M | ||||
About Ridgeworth International Performance
Evaluating Ridgeworth International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ridgeworth 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 Ridgeworth 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 fund invests at least 80 percent of its assets in equity securities of issuers organized, headquartered or doing a substantial amount of business outside the U.S. It will allocate its assets among various regions and countries, including emerging markets. From time to time, the fund may have a significant portion of its assets invested in the securities of companies in only a few countries or regions. Although it seeks investments across a number of sectors, from time to time, the fund may have significant positions in particular sectors.Things to note about Ridgeworth International performance evaluation
Checking the ongoing alerts about Ridgeworth International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ridgeworth International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ridgeworth International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Ridgeworth International maintains 97.12% of its assets in stocks |
- Analyzing Ridgeworth 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 Ridgeworth International's stock is overvalued or undervalued compared to its peers.
- Examining Ridgeworth 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 Ridgeworth International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ridgeworth International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ridgeworth International's mutual fund. These opinions can provide insight into Ridgeworth International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ridgeworth Mutual Fund
Ridgeworth International financial ratios help investors to determine whether Ridgeworth 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 Ridgeworth with respect to the benefits of owning Ridgeworth International security.
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