Steward Small Mid Cap Fund Price on June 11, 2021
| TRDFX Fund | USD 11.90 0.10 0.83% |
Below is the normalized historical share price chart for Steward Small Mid Cap extending back to December 26, 1979. 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 Steward Small-mid stands at 11.90, as last reported on the 17th of April 2024, with the highest price reaching 11.90 and the lowest price hitting 11.90 during the day.
If you're considering investing in Steward Mutual Fund, it is important to understand the factors that can impact its price. We consider Steward Small-mid very steady. Steward Small Mid owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0579, which indicates the fund had a 0.0579% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Steward Small Mid Cap, which you can use to evaluate the volatility of the fund. Please validate Steward Small-mid's Semi Deviation of 1.04, risk adjusted performance of 0.0304, and Coefficient Of Variation of 2348.18 to confirm if the risk estimate we provide is consistent with the expected return of 0.0573%.
Steward Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Steward |
Sharpe Ratio = 0.0579
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Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Steward Small-mid 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 Steward Small-mid by adding it to a well-diversified portfolio.
Steward Small-mid Valuation on June 11, 2021
It is possible to determine the worth of Steward Small-mid on a given historical date. On June 11, 2021 Steward was worth 15.56 at the beginning of the trading date compared to the closed value of 11.61. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Steward Small-mid mutual fund. Still, in general, we apply an absolute valuation method to find Steward Small-mid'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 Steward Small-mid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Steward Small-mid's related companies.
| Open | High | Low | Close | Volume | |
04/01/2022 | 15.56 | 15.56 | 11.61 | 11.61 | 1.00 |
| 15.52 | 15.52 | 11.58 | 11.58 | 1.00 |
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Steward Small-mid Trading Date Momentum on June 11, 2021
The event impact on price volatility cannot be determined at this time. Please check this event after some time to allow current data to be analyzed.Steward Small Mid Fundamentals Correlations and Trends
By evaluating Steward Small-mid'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 Steward Small-mid's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Steward financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Steward Small-mid Mutual Fund history
Steward Small-mid 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 Steward is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Steward Small 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 Steward Small-mid stock prices may prove useful in developing a viable investing in Steward Small-mid
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.
Steward Small-mid Mutual Fund Technical Analysis
Steward Small-mid 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
Steward Small-mid Period Price Range
Low | April 1, 2022
| High |
15.56 | 11.61 |
Steward Small-mid April 17, 2024 Market Strength
Market strength indicators help investors to evaluate how Steward Small-mid 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 Steward Small-mid shares will generate the highest return on investment. By undertsting and applying Steward Small-mid mutual fund market strength indicators, traders can identify Steward Small Mid Cap entry and exit signals to maximize returns
Steward Small-mid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Steward Small-mid's price direction in advance. Along with the technical and fundamental analysis of Steward Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Steward 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 | 0.0304 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.0226 |
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Steward Small Mid Cap. 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 census. Note that the Steward Small Mid information on this page should be used as a complementary analysis to other Steward Small-mid'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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.