Stralem Equity Fund Manager Performance Evaluation
| STRAX Fund | USD 27.97 0.03 0.11% |
The entity has a beta of -0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Stralem Equity are expected to decrease at a much lower rate. During the bear market, Stralem Equity is likely to outperform the market.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Stralem Equity Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Stralem Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Greater Sum Ventures Acquires STRAX to Bolster Suite of Solutions for the Public Safety Sector - Business Wire | 03/21/2024 |
2 | Utility and STRAX Intelligence Group Partner to Deliver Integrated Public Safety Solutions - Yahoo Finance | 04/11/2024 |
| Expense Ratio | 0.6900 |
Stralem |
Stralem Equity Relative Risk vs. Return Landscape
If you would invest 2,782 in Stralem Equity Fund on March 16, 2024 and sell it today you would earn a total of 15.00 from holding Stralem Equity Fund or generate 0.54% return on investment over 90 days. Stralem Equity Fund is currently producing 0.0116% returns and takes up 0.7543% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Stralem, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stralem Equity Current Valuation
Overvalued
Today
Please note that Stralem Equity's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Stralem Equity has a current Real Value of $25.76 per share. The regular price of the fund is $27.97. We determine the value of Stralem Equity 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.
Since Stralem Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stralem Mutual Fund. However, Stralem Equity'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 27.97 | Real 25.76 | Hype 27.97 | Naive 28.19 |
The intrinsic value of Stralem Equity'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 Stralem Equity'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 Stralem Equity Fund helps investors to forecast how Stralem 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 Stralem Equity more accurately as focusing exclusively on Stralem Equity's fundamentals will not take into account other important factors: Stralem Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stralem Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stralem Equity Fund, and traders can use it to determine the average amount a Stralem Equity'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 = 0.0154
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STRAX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Stralem Equity is performing at about 1% 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 Stralem Equity by adding it to a well-diversified portfolio.
Stralem Equity Fundamentals Growth
Stralem Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stralem Equity, and Stralem Equity 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 Stralem Mutual Fund performance.
| Total Asset | 30.79 M | ||||
About Stralem Equity Performance
To evaluate Stralem Equity 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 Stralem Equity 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 Stralem 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 Stralem Equity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Stralem'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 at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.Things to note about Stralem Equity performance evaluation
Checking the ongoing alerts about Stralem Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stralem Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Stralem Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Stralem Equity's mutual fund performance include:- Analyzing Stralem Equity'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 Stralem Equity's stock is overvalued or undervalued compared to its peers.
- Examining Stralem Equity'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 Stralem Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stralem Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stralem Equity's mutual fund. These opinions can provide insight into Stralem Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stralem Mutual Fund
Stralem Equity financial ratios help investors to determine whether Stralem Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Stralem with respect to the benefits of owning Stralem Equity security.
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