Sierra E Retirement Fund Manager Performance Evaluation
SIRRX Fund | USD 21.74 0.06 0.28% |
The entity has a beta of 0.44, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sierra E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sierra E is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Sierra E Retirement are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Sierra E is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio Date | 30th of January 2023 | |
Expense Ratio | 1.8400 |
Sierra |
Sierra E Relative Risk vs. Return Landscape
If you would invest 2,147 in Sierra E Retirement on January 24, 2024 and sell it today you would earn a total of 27.00 from holding Sierra E Retirement or generate 1.26% return on investment over 90 days. Sierra E Retirement is currently producing 0.0207% returns and takes up 0.3357% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Sierra, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Sierra E Current Valuation
Fairly Valued
Today
Please note that Sierra E's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sierra E Retirement has a current Real Value of $21.78 per share. The regular price of the fund is $21.74. We determine the value of Sierra E Retirement 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.
Our valuation method for Sierra E Retirement is useful when determining the fair value of the Sierra mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Sierra E. Since Sierra E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sierra Mutual Fund. However, Sierra E'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 21.74 | Real 21.78 | Hype 21.74 |
The real value of Sierra Mutual Fund, also known as its intrinsic value, is the underlying worth of Sierra E Retirement Mutual Fund, which is reflected in its stock price. It is based on Sierra E's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Sierra E'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 Sierra E'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 Sierra E Retirement helps investors to forecast how Sierra 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 Sierra E more accurately as focusing exclusively on Sierra E's fundamentals will not take into account other important factors: Sierra E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sierra E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sierra E Retirement, and traders can use it to determine the average amount a Sierra E'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 = 0.0617
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | SIRRX |
Estimated Market Risk
0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Sierra E is performing at about 4% 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 Sierra E by adding it to a well-diversified portfolio.
Sierra E Fundamentals Growth
Sierra Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sierra E, and Sierra E 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 Sierra Mutual Fund performance.
Price To Earning | 20.70 X | ||||
Price To Book | 1.92 X | ||||
Price To Sales | 2.13 X | ||||
Total Asset | 733.46 M | ||||
About Sierra E Performance
To evaluate Sierra E Retirement Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sierra E generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Sierra Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sierra E Retirement market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sierra's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund is a fund of funds. The Adviser seeks to achieve the funds investment objectives by investing in open-end investment companies and exchange-traded funds using the Advisers multi-asset diversification strategy. The Adviser constructs the funds broadly-diversified investment portfolio by investing at various times in a wide range of underlying funds that invest in various security and investment categories.Things to note about Sierra E Retirement performance evaluation
Checking the ongoing alerts about Sierra E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sierra E Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.The fund generated three year return of -1.0% | |
Sierra E Retirement maintains about 35.08% of its assets in cash |
- Analyzing Sierra E'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 Sierra E's stock is overvalued or undervalued compared to its peers.
- Examining Sierra E'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 Sierra E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sierra E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sierra E's mutual fund. These opinions can provide insight into Sierra E's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sierra E Retirement. 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 metropolitan statistical area. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.