STRATEGIC Mutual Fund Manager Performance Evaluation

Mutual Funds . USA . 
Fund . STRATEGIC ASSET MANAGEMENT
PCWPX Fund  USD 14.89  0.01  0.07%   
The entity has a beta of 0.8689, which indicates possible diversification benefits within a given portfolio. Let's try to break down what STRATEGIC's beta means in this case. STRATEGIC ASSET returns are very sensitive to returns on the market. As the market goes up or down, STRATEGIC ASSET is expected to follow. Although it is important to respect STRATEGIC ASSET MANA current price movements, it is better to be realistic regarding the information on the equity's historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating STRATEGIC ASSET MANA technical indicators, you can currently evaluate if the expected return of 0.0381% will be sustainable into the future.
  

STRATEGIC Performance

3 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in STRATEGIC ASSET MANAGEMENT are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, STRATEGIC ASSET is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low15.14
Fifty Two Week High21.56

STRATEGIC ASSET Relative Risk vs. Return Landscape

If you would invest  1,457  in STRATEGIC ASSET MANAGEMENT on December 27, 2022 and sell it today you would earn a total of  31.00  from holding STRATEGIC ASSET MANAGEMENT or generate 2.13% return on investment over 90 days. STRATEGIC ASSET MANAGEMENT is currently producing 0.0381% returns and takes up 0.9194% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than STRATEGIC, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon STRATEGIC ASSET is expected to generate 0.97 times more return on investment than the market. However, the company is 1.03 times less risky than the market. It trades about 0.04 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.03 per unit of risk.

STRATEGIC ASSET Current Valuation

Fairly Valued
Today 14.89
Please note that STRATEGIC ASSET's price fluctuation is very steady at this time.
STRATEGIC ASSET MANA has a current Real Value of $14.94 per share. The regular price of the fund is $14.89. At this time, the fund appears to be fairly valued. We determine the value of STRATEGIC ASSET MANA from evaluating 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 in time, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for STRATEGIC ASSET MANAGEMENT is useful when determining the fair value of the STRATEGIC mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of STRATEGIC ASSET. Since STRATEGIC ASSET is currently traded on the exchange, buyers and sellers on that exchange determine the market value of STRATEGIC Mutual Fund. However, STRATEGIC ASSET'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.
14.94
Real Value
15.86
Upside
Estimating the potential upside or downside of STRATEGIC ASSET MANAGEMENT helps investors to forecast how STRATEGIC 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 STRATEGIC ASSET more accurately as focusing exclusively on STRATEGIC ASSET's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
13.9714.8915.81
Details

STRATEGIC ASSET Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for STRATEGIC ASSET's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as STRATEGIC ASSET MANAGEMENT, and traders can use it to determine the average amount a STRATEGIC ASSET'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 = 0.0415

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsPCWPX

Estimated Market Risk

 0.92
  actual daily
 8 
92% of assets are more volatile
88

Expected Return

 0.04
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 0.04
  actual daily
 3 
97% of assets perform better
33
Based on monthly moving average STRATEGIC ASSET is performing at about 3% 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 STRATEGIC ASSET by adding it to a well-diversified portfolio.

STRATEGIC ASSET Fundamentals Growth

STRATEGIC Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of STRATEGIC ASSET, and STRATEGIC ASSET 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 STRATEGIC Mutual Fund performance.
Price to Earning17.88 X
Price to Book2.10 X
Price to Sales1.52 X
Total Asset2.58 B

About STRATEGIC ASSET Performance

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