Steward Large Cap Fund Manager Performance Evaluation

SEECX Fund  USD 31.55  0.07  0.22%   
The entity has a beta of 1.03, which indicates a somewhat significant risk relative to the market. Steward Large returns are very sensitive to returns on the market. As the market goes up or down, Steward Large is expected to follow.

Risk-Adjusted Performance

6 of 100

 
Weak
 
Strong
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Steward Large Cap are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Steward Large 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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Expense Ratio Date28th of August 2022
Expense Ratio0.6100
  

Steward Large Relative Risk vs. Return Landscape

If you would invest  3,051  in Steward Large Cap on January 20, 2024 and sell it today you would earn a total of  104.00  from holding Steward Large Cap or generate 3.41% return on investment over 90 days. Steward Large Cap is currently producing 0.0558% returns and takes up 0.7233% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Steward, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Steward Large is expected to generate 1.06 times less return on investment than the market. In addition to that, the company is 1.16 times more volatile than its market benchmark. It trades about 0.08 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.1 per unit of volatility.

Steward Large Current Valuation

Fairly Valued
Today
31.55
Please note that Steward Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Steward Large Cap has a current Real Value of $31.62 per share. The regular price of the fund is $31.55. We determine the value of Steward Large Cap 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 Steward Large Cap is useful when determining the fair value of the Steward mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Steward Large. Since Steward Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward Large'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  31.55 Real  31.62 Hype  31.56
The real value of Steward Mutual Fund, also known as its intrinsic value, is the underlying worth of Steward Large Cap Mutual Fund, which is reflected in its stock price. It is based on Steward Large's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Steward Large'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 Steward Large'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.
31.62
Real Value
32.34
Upside
Estimating the potential upside or downside of Steward Large Cap helps investors to forecast how Steward 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 Steward Large more accurately as focusing exclusively on Steward Large's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
30.8431.5632.28
Details

Steward Large Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Steward Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Steward Large Cap, and traders can use it to determine the average amount a Steward Large'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 = 0.0771

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Estimated Market Risk

 0.72
  actual daily
6
94% of assets are more volatile

Expected Return

 0.06
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.08
  actual daily
6
94% of assets perform better
Based on monthly moving average Steward Large is performing at about 6% 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 Large by adding it to a well-diversified portfolio.

Steward Large Fundamentals Growth

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

About Steward Large Performance

To evaluate Steward Large Cap 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 Steward Large 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 Steward 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 Steward Large Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Steward'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.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of large-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.

Things to note about Steward Large Cap performance evaluation

Checking the ongoing alerts about Steward Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Steward Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Steward Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Steward Large's mutual fund performance include:
  • Analyzing Steward Large'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 Steward Large's stock is overvalued or undervalued compared to its peers.
  • Examining Steward Large'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 Steward Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Steward Large's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Steward Large's mutual fund. These opinions can provide insight into Steward Large's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Steward Large's mutual fund performance is not an exact science, and many factors can impact Steward Large'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 World Market Map to better understand how to build diversified portfolios, which includes a position in Steward Large 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 main economic indicators.
Note that the Steward Large Cap information on this page should be used as a complementary analysis to other Steward Large'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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Please note, there is a significant difference between Steward Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Steward Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Steward Large'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.