Sterling Capital Smid Manager Performance
| SMDOXDelisted Fund | USD 9.00 0.00 0.00% |
The entity has a beta of 0.71, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sterling Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sterling Capital is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Sterling Capital Smid has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Sterling Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.7900 |
Sterling |
Sterling Capital Relative Risk vs. Return Landscape
If you would invest 900.00 in Sterling Capital Smid on January 26, 2024 and sell it today you would earn a total of 0.00 from holding Sterling Capital Smid or generate 0.0% return on investment over 90 days. Sterling Capital Smid is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Sterling, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sterling Capital Current Valuation
Overvalued
Today
Please note that Sterling Capital's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sterling Capital Smid has a current Real Value of $8.7 per share. The regular price of the fund is $9.0. We determine the value of Sterling Capital Smid 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 Sterling Capital Smid is useful when determining the fair value of the Sterling mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Sterling Capital. Since Sterling Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sterling Mutual Fund. However, Sterling Capital'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 9.0 | Real 8.7 | Hype 9.0 | Naive 8.18 |
The real value of Sterling Mutual Fund, also known as its intrinsic value, is the underlying worth of Sterling Capital Smid Mutual Fund, which is reflected in its stock price. It is based on Sterling Capital's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Sterling Capital'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 Sterling Capital'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 Sterling Capital Smid helps investors to forecast how Sterling 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 Sterling Capital more accurately as focusing exclusively on Sterling Capital's fundamentals will not take into account other important factors: Sterling Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sterling Capital Smid, and traders can use it to determine the average amount a Sterling Capital'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 = 0.0
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Based on monthly moving average Sterling Capital 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 Sterling Capital by adding Sterling Capital to a well-diversified portfolio.
Sterling Capital Fundamentals Growth
Sterling Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sterling Capital, and Sterling Capital 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 Sterling Mutual Fund performance.
| Total Asset | 2.02 M | |||
About Sterling Capital Performance
To evaluate Sterling Capital Smid 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 Sterling Capital 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 Sterling 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 Sterling Capital Smid market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sterling'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 normally invests principally in equity securities and will invest at least 80 percent of its net assets plus borrowings for investment purposes in the securities of small or middle capitalization companies. Sterling Capital is traded on NASDAQ Exchange in the United States.Things to note about Sterling Capital Smid performance evaluation
Checking the ongoing alerts about Sterling Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sterling Capital Smid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sterling Capital is not yet fully synchronised with the market data | |
| Sterling Capital has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 98.29% of its assets in stocks |
- Analyzing Sterling Capital'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 Sterling Capital's stock is overvalued or undervalued compared to its peers.
- Examining Sterling Capital'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 Sterling Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sterling Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sterling Capital's mutual fund. These opinions can provide insight into Sterling Capital'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. 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 persons. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Other Consideration for investing in Sterling Mutual Fund
If you are still planning to invest in Sterling Capital Smid check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Sterling Capital's history and understand the potential risks before investing.
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