Sterling Capital Mid Fund Price on September 6, 2023
| OVEAX Fund | USD 15.62 0.11 0.71% |
Below is the normalized historical share price chart for Sterling Capital Mid extending back to March 04, 2002. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Sterling Capital stands at 15.62, as last reported on the 21st of May, with the highest price reaching 15.62 and the lowest price hitting 15.62 during the day.
If you're considering investing in Sterling Mutual Fund, it is important to understand the factors that can impact its price. We consider Sterling Capital very steady. Sterling Capital Mid owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0915, which indicates the fund had a 0.0915% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Sterling Capital Mid, which you can use to evaluate the volatility of the fund. Please validate Sterling Capital's Risk Adjusted Performance of 0.0654, coefficient of variation of 911.62, and Semi Deviation of 0.759 to confirm if the risk estimate we provide is consistent with the expected return of 0.0693%.
Sterling Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Sterling |
Sharpe Ratio = 0.0915
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Sterling Capital is performing at about 7% 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 Sterling Capital by adding it to a well-diversified portfolio.
Sterling Capital Valuation on September 6, 2023
It is possible to determine the worth of Sterling Capital on a given historical date. On September 6, 2023 Sterling was worth 14.83 at the beginning of the trading date compared to the closed value of 13.76. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Sterling Capital mutual fund. Still, in general, we apply an absolute valuation method to find Sterling Capital's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Sterling Capital where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Sterling Capital's related companies.
| Open | High | Low | Close | Volume | |
| 14.87 | 14.87 | 13.79 | 13.79 | 1.00 | |
09/06/2023 | 14.83 | 14.83 | 13.76 | 13.76 | 1.00 |
| 14.74 | 14.74 | 13.67 | 13.67 | 1.00 |
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Sterling Capital Trading Date Momentum on September 6, 2023
| On September 07 2023 Sterling Capital Mid was traded for 13.67 at the closing time. The highest daily price throughout the period was 14.74 and the lowest price was 13.67 . There was no trading activity during the period 1.0. Lack of trading volume on 09/07/2023 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.65% . The trading price change to current closing price is 7.27% . |
Sterling Capital Mid Fundamentals Correlations and Trends
By evaluating Sterling Capital's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Sterling Capital's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Sterling financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Sterling Capital Mutual Fund history
Sterling Capital investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Sterling is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Sterling Capital Mid will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Sterling Capital stock prices may prove useful in developing a viable investing in Sterling Capital
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the securities of middle capitalization companies. Under normal market conditions, it primarily invests in domestically traded U.S. common stocks, U.S. traded common stocks of foreign companies. The fund may have exposure to emerging markets through its investments in ADRs. It may invest in securities of small and large capitalization companies.
Sterling Capital Mutual Fund Technical Analysis
Sterling Capital technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Sterling Capital Period Price Range
Low | September 6, 2023
| High |
14.83 | 13.76 |
Sterling Capital May 21, 2024 Market Strength
Market strength indicators help investors to evaluate how Sterling Capital mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Sterling Capital shares will generate the highest return on investment. By undertsting and applying Sterling Capital mutual fund market strength indicators, traders can identify Sterling Capital Mid entry and exit signals to maximize returns
Sterling Capital Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Sterling Capital's price direction in advance. Along with the technical and fundamental analysis of Sterling Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Sterling to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0654 | |||
| Jensen Alpha | 0.051 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0055 | |||
| Treynor Ratio | 0.221 |
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Sterling Capital Mid. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Sterling Capital Mid information on this page should be used as a complementary analysis to other Sterling Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.