Sit Dividend Growth Fund Manager Performance Evaluation
The entity has a beta of -0.0736, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sit Dividend are expected to decrease at a much lower rate. During the bear market, Sit Dividend is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sit Dividend Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Sit Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2022 |
Sit |
Sit Dividend Relative Risk vs. Return Landscape
If you would invest 1,621 in Sit Dividend Growth on February 5, 2025 and sell it today you would lose (94.00) from holding Sit Dividend Growth or give up 5.8% of portfolio value over 90 days. Sit Dividend Growth is currently producing negative expected returns and takes up 1.7448% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Sit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sit Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sit Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sit Dividend Growth, and traders can use it to determine the average amount a Sit Dividend'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 = -0.0467
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SDVGX |
Estimated Market Risk
| 1.74 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sit Dividend is not performing at its full potential. However, 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 Sit Dividend by adding Sit Dividend to a well-diversified portfolio.
Sit Dividend Fundamentals Growth
Sit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sit Dividend, and Sit Dividend 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 Sit Mutual Fund performance.
| Price To Earning | 17.72 X | |||
| Price To Book | 2.72 X | |||
| Price To Sales | 1.74 X | |||
| Total Asset | 209.89 M | |||
Things to note about Sit Dividend Growth performance evaluation
Checking the ongoing alerts about Sit Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sit Dividend Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sit Dividend Growth is not yet fully synchronised with the market data | |
| Sit Dividend Growth generated a negative expected return over the last 90 days | |
| Sit Dividend Growth has some characteristics of a very speculative penny stock | |
| The fund maintains 99.7% of its assets in stocks |
- Analyzing Sit Dividend'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 Sit Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Sit Dividend'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 Sit Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sit Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sit Dividend's mutual fund. These opinions can provide insight into Sit Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Other Tools for Sit Mutual Fund
When running Sit Dividend's price analysis, check to measure Sit Dividend'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 Sit Dividend is operating at the current time. Most of Sit Dividend's value examination focuses on studying past and present price action to predict the probability of Sit Dividend's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sit Dividend's price. Additionally, you may evaluate how the addition of Sit Dividend to your portfolios can decrease your overall portfolio volatility.
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