Sentinel Multi Asset Income Fund Manager Performance Evaluation
| SCSIX Fund | USD 41.55 0.28 0.68% |
The entity has a beta of -0.19, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sentinel Multi-asset are expected to decrease at a much lower rate. During the bear market, Sentinel Multi-asset is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Sentinel Multi Asset Income are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Sentinel Multi-asset showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.9300 |
Sentinel |
Sentinel Multi-asset Relative Risk vs. Return Landscape
If you would invest 3,601 in Sentinel Multi Asset Income on April 27, 2025 and sell it today you would earn a total of 554.00 from holding Sentinel Multi Asset Income or generate 15.38% return on investment over 90 days. Sentinel Multi Asset Income is currently producing 0.236% returns and takes up 0.998% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Sentinel, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sentinel Multi-asset Current Valuation
Overvalued
Today
Please note that Sentinel Multi-asset's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sentinel Multi Asset has a current Real Value of $39.28 per share. The regular price of the fund is $41.55. We determine the value of Sentinel Multi Asset 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 Sentinel Multi-asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sentinel Mutual Fund. However, Sentinel Multi-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. | Historical | Market 41.55 | Real 39.28 | Hype 41.55 | Naive 41.27 |
The intrinsic value of Sentinel Multi-asset'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 Sentinel Multi-asset'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 Sentinel Multi Asset Income helps investors to forecast how Sentinel 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 Sentinel Multi-asset more accurately as focusing exclusively on Sentinel Multi-asset's fundamentals will not take into account other important factors: Sentinel Multi-asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sentinel Multi-asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sentinel Multi Asset Income, and traders can use it to determine the average amount a Sentinel Multi-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 = 0.2364
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SCSIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Sentinel Multi-asset is performing at about 18% 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 Sentinel Multi-asset by adding it to a well-diversified portfolio.
Sentinel Multi-asset Fundamentals Growth
Sentinel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sentinel Multi-asset, and Sentinel Multi-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 Sentinel Mutual Fund performance.
| Price To Earning | 19.07 X | ||||
| Price To Book | 2.40 X | ||||
| Price To Sales | 1.70 X | ||||
| Total Asset | 399.65 M | ||||
About Sentinel Multi-asset Performance
Evaluating Sentinel Multi-asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sentinel Multi-asset has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sentinel Multi-asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000 Index.Things to note about Sentinel Multi Asset performance evaluation
Checking the ongoing alerts about Sentinel Multi-asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sentinel Multi Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sentinel Multi-asset's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sentinel Multi-asset's mutual fund performance include:- Analyzing Sentinel Multi-asset'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 Sentinel Multi-asset's stock is overvalued or undervalued compared to its peers.
- Examining Sentinel Multi-asset'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 Sentinel Multi-asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sentinel Multi-asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sentinel Multi-asset's mutual fund. These opinions can provide insight into Sentinel Multi-asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sentinel Mutual Fund
Sentinel Multi-asset financial ratios help investors to determine whether Sentinel 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 Sentinel with respect to the benefits of owning Sentinel Multi-asset security.
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