STEWARD Mutual Fund Manager Performance Evaluation

Mutual Funds USA . 
Fund . STEWARD SMALL-MID CAP
The entity has a beta of 1.1751, which indicates a somewhat significant risk relative to the market. Let's try to break down what STEWARD's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, STEWARD SMALL-MID will likely underperform. Even though it is essential to pay attention to STEWARD SMALL-MID CAP current price movements, it is always good to be careful when utilizing equity historical returns. Our approach towards measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. STEWARD SMALL MID CAP exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  

STEWARD Performance

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Over the last 90 days STEWARD SMALL MID CAP has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, STEWARD SMALL-MID 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 Low12.63
Fifty Two Week High18.55

STEWARD SMALL-MID Relative Risk vs. Return Landscape

If you would invest  1,182  in STEWARD SMALL MID CAP on March 3, 2023 and sell it today you would lose (100.00)  from holding STEWARD SMALL MID CAP or give up 8.46% of portfolio value over 90 days. STEWARD SMALL MID CAP is currently producing negative expected returns and takes up 1.2143% volatility of returns over 90 trading days. Put another way, 10% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon STEWARD SMALL-MID is expected to under-perform the market. In addition to that, the company is 1.34 times more volatile than its market benchmark. It trades about -0.11 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.07 per unit of volatility.

STEWARD SMALL-MID Current Valuation

Undervalued
Today 10.82
Please note that STEWARD SMALL-MID's price fluctuation is out of control at this time.
STEWARD SMALL-MID CAP current Real Value cannot be determined due to lack of data. The regular price of STEWARD SMALL-MID CAP is $10.82. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of STEWARD SMALL-MID CAP from examining 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 draw towards each other.
Our valuation method for STEWARD SMALL MID 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 SMALL-MID. Since STEWARD SMALL-MID is currently traded on the exchange, buyers and sellers on that exchange determine the market value of STEWARD Mutual Fund. However, STEWARD SMALL-MID'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.
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
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Real Value
1.21
Upside
Estimating the potential upside or downside of STEWARD SMALL MID 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 SMALL-MID more accurately as focusing exclusively on STEWARD SMALL-MID's fundamentals will not take into account other important factors:
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Prediction
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STEWARD SMALL-MID Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for STEWARD SMALL-MID's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as STEWARD SMALL MID CAP, and traders can use it to determine the average amount a STEWARD SMALL-MID'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 = -0.1113

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Estimated Market Risk

 1.21
  actual daily
 10 
90% of assets are more volatile
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Expected Return

 -0.14
  actual daily
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Most of other assets have higher returns
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Risk-Adjusted Return

 -0.11
  actual daily
 0 
Most of other assets perform better
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Based on monthly moving average STEWARD SMALL-MID is performing at about 0% 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 SMALL-MID by adding it to a well-diversified portfolio.

STEWARD SMALL-MID Fundamentals Growth

STEWARD Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of STEWARD SMALL-MID, and STEWARD SMALL-MID 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.
Price to Earning19.41 X
Price to Book1.76 X
Price to Sales0.81 X
Total Asset157.07 M

About STEWARD SMALL-MID Performance

To evaluate STEWARD SMALL-MID 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 SMALL-MID 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 SMALL-MID 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 small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. Steward Small-Mid is traded on NASDAQ Exchange in the United States.

Things to note about STEWARD SMALL-MID CAP performance evaluation

Checking the ongoing alerts about STEWARD SMALL-MID for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for STEWARD SMALL-MID CAP help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
STEWARD SMALL-MID generated a negative expected return over the last 90 days
STEWARD SMALL-MID is unlikely to experience financial distress in the next 2 years
The fund generated three year return of -1.0%
STEWARD SMALL-MID CAP maintains 98.67% of its assets in stocks
Evaluating STEWARD SMALL-MID's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate STEWARD SMALL-MID's mutual fund performance include:
  • Analyzing STEWARD SMALL-MID'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 SMALL-MID's stock is overvalued or undervalued compared to its peers.
  • Examining STEWARD SMALL-MID'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 SMALL-MID's management team can have a significant impact on its success or failure. Reviewing the track record and experience of STEWARD SMALL-MID's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of STEWARD SMALL-MID's mutual fund. These opinions can provide insight into STEWARD SMALL-MID's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating STEWARD SMALL-MID's mutual fund performance is not an exact science, and many factors can impact STEWARD SMALL-MID'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. Note that the STEWARD SMALL-MID CAP information on this page should be used as a complementary analysis to other STEWARD SMALL-MID'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for STEWARD Mutual Fund analysis

When running STEWARD SMALL-MID's price analysis, check to measure STEWARD SMALL-MID'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 STEWARD SMALL-MID is operating at the current time. Most of STEWARD SMALL-MID's value examination focuses on studying past and present price action to predict the probability of STEWARD SMALL-MID's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move STEWARD SMALL-MID's price. Additionally, you may evaluate how the addition of STEWARD SMALL-MID to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between STEWARD SMALL-MID's value and its price as these two are different measures arrived at by different means. Investors typically determine if STEWARD SMALL-MID is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, STEWARD SMALL-MID'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. Check out World Market Map to better understand how to build diversified portfolios.
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