STADION Mutual Fund Manager Performance Evaluation

ETFRX Fund  USD 15.73  0.06  0.38%   
The entity owns a Beta (Systematic Risk) of 0.6385, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, STADION TACTICAL returns are expected to increase less than the market. However, during the bear market, the loss on holding STADION TACTICAL will be expected to be smaller as well. STADION TACTICAL exposes fifteen different technical indicators, which can help you to evaluate its performance.

STADION Performance

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Over the last 90 days STADION TACTICAL DEFENSIVE has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, STADION TACTICAL is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low15.41
Fifty Two Week High17.24

STADION TACTICAL Relative Risk vs. Return Landscape

If you would invest  1,582  in STADION TACTICAL DEFENSIVE on July 6, 2023 and sell it today you would lose (9.00) from holding STADION TACTICAL DEFENSIVE or give up 0.57% of portfolio value over 90 days. STADION TACTICAL DEFENSIVE is currently producing negative expected returns and takes up 0.4871% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than STADION, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
Assuming the 90 days horizon STADION TACTICAL is expected to generate 0.78 times more return on investment than the market. However, the company is 1.27 times less risky than the market. It trades about -0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.1 per unit of risk.

STADION TACTICAL Current Valuation

Fairly Valued
Today 15.73
Please note that STADION TACTICAL's price fluctuation is very steady at this time. STADION TACTICAL DEF owns a latest Real Value of $15.83 per share. The recent price of the fund is $15.73. At this time, the fund appears to be fairly valued. We determine the value of STADION TACTICAL DEF 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 future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for STADION TACTICAL DEFENSIVE is useful when determining the fair value of the STADION mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of STADION TACTICAL. Since STADION TACTICAL is currently traded on the exchange, buyers and sellers on that exchange determine the market value of STADION Mutual Fund. However, STADION TACTICAL'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.
Real Value
Estimating the potential upside or downside of STADION TACTICAL DEFENSIVE helps investors to forecast how STADION 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 STADION TACTICAL more accurately as focusing exclusively on STADION TACTICAL's fundamentals will not take into account other important factors:
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STADION TACTICAL Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for STADION TACTICAL's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as STADION TACTICAL DEFENSIVE, and traders can use it to determine the average amount a STADION TACTICAL'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 = -0.0159

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Estimated Market Risk

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96% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

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Most of other assets perform better
Based on monthly moving average STADION TACTICAL 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 STADION TACTICAL by adding STADION TACTICAL to a well-diversified portfolio.

STADION TACTICAL Fundamentals Growth

STADION Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of STADION TACTICAL, and STADION TACTICAL 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 STADION Mutual Fund performance.

About STADION TACTICAL Performance

To evaluate STADION TACTICAL DEF 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 STADION TACTICAL 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 STADION 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 STADION TACTICAL DEF market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents STADION'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 invests primarily in and allocates its investments primarily between fund investments that the Sub-Adviser believes have the potential for capital appreciation and Cash Positions. Stadion Tactical is traded on NASDAQ Exchange in the United States.

Things to note about STADION TACTICAL DEF performance evaluation

Checking the ongoing alerts about STADION TACTICAL for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for STADION TACTICAL DEF help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
STADION TACTICAL DEF generated a negative expected return over the last 90 days
STADION TACTICAL DEF is unlikely to experience financial distress in the next 2 years
The fund retains about 75.55% of its assets under management (AUM) in cash
Evaluating STADION TACTICAL's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate STADION TACTICAL's mutual fund performance include:
  • Analyzing STADION TACTICAL'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 STADION TACTICAL's stock is overvalued or undervalued compared to its peers.
  • Examining STADION TACTICAL'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 STADION TACTICAL's management team can have a significant impact on its success or failure. Reviewing the track record and experience of STADION TACTICAL's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of STADION TACTICAL's mutual fund. These opinions can provide insight into STADION TACTICAL's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating STADION TACTICAL's mutual fund performance is not an exact science, and many factors can impact STADION TACTICAL's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in STADION TACTICAL DEFENSIVE. 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 producer price index. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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When running STADION TACTICAL's price analysis, check to measure STADION TACTICAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy STADION TACTICAL is operating at the current time. Most of STADION TACTICAL's value examination focuses on studying past and present price action to predict the probability of STADION TACTICAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move STADION TACTICAL's price. Additionally, you may evaluate how the addition of STADION TACTICAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between STADION TACTICAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if STADION TACTICAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, STADION TACTICAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.