Sierra Tactical Risk Fund Manager Performance Evaluation
| SRFJX Fund | USD 25.19 0.01 0.04% |
The entity has a beta of 0.38, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sierra Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sierra Tactical is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Sierra Tactical Risk are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking indicators, Sierra Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreSierra |
Sierra Tactical Relative Risk vs. Return Landscape
If you would invest 2,446 in Sierra Tactical Risk on October 31, 2025 and sell it today you would earn a total of 73.00 from holding Sierra Tactical Risk or generate 2.98% return on investment over 90 days. Sierra Tactical Risk is currently producing 0.0496% returns and takes up 0.3532% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Sierra, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sierra Tactical Current Valuation
Fairly Valued
Today
Please note that Sierra Tactical's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sierra Tactical Risk has a current Real Value of $25.04 per share. The regular price of the fund is $25.19. We determine the value of Sierra Tactical Risk 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 Sierra Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sierra Mutual Fund. However, Sierra Tactical'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 25.19 | Real 25.04 | Hype 25.19 | Naive 25.22 |
The intrinsic value of Sierra Tactical'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 Sierra Tactical'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 Sierra Tactical Risk helps investors to forecast how Sierra 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 Sierra Tactical more accurately as focusing exclusively on Sierra Tactical's fundamentals will not take into account other important factors: Sierra Tactical Target Price Odds to finish over Current Price
The tendency of Sierra Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 25.19 | 90 days | 25.19 | roughly 2.1 |
Based on a normal probability distribution, the odds of Sierra Tactical to move above the current price in 90 days from now is roughly 2.1 (This Sierra Tactical Risk probability density function shows the probability of Sierra Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Sierra Tactical has a beta of 0.38. This usually implies as returns on the market go up, Sierra Tactical average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Sierra Tactical Risk will be expected to be much smaller as well. Additionally Sierra Tactical Risk has an alpha of 0.0154, implying that it can generate a 0.0154 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Sierra Tactical Price Density |
| Price |
Predictive Modules for Sierra Tactical
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Sierra Tactical Risk. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sierra Tactical Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Sierra Tactical is not an exception. The market had few large corrections towards the Sierra Tactical's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Sierra Tactical Risk, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Sierra Tactical within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.38 | |
σ | Overall volatility | 0.29 | |
Ir | Information ratio | -0.07 |
Sierra Tactical Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Sierra Tactical for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Sierra Tactical Risk can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 99.0% of its assets in cash |
Sierra Tactical Fundamentals Growth
Sierra Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sierra Tactical, and Sierra Tactical 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 Sierra Mutual Fund performance.
| Total Asset | 151.28 M | ||||
About Sierra Tactical Performance
Evaluating Sierra Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sierra Tactical 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 Sierra Tactical 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.
The fund is a fund of funds. The Adviser seeks to achieve the funds investment objective by investing in a combination of unaffiliated mutual funds and exchange traded funds , . Under normal market conditions, the funds target exposure over a three-year period to equity securities, of any market capitalization, through the underlying funds will average between 30-50 percent of the funds assets.Things to note about Sierra Tactical Risk performance evaluation
Checking the ongoing alerts about Sierra Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sierra Tactical Risk help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 99.0% of its assets in cash |
- Analyzing Sierra Tactical'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 Sierra Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Sierra Tactical'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 Sierra Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sierra Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sierra Tactical's mutual fund. These opinions can provide insight into Sierra Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sierra Mutual Fund
Sierra Tactical financial ratios help investors to determine whether Sierra 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 Sierra with respect to the benefits of owning Sierra Tactical security.
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