Technology Munications Portfolio Fund Manager Performance Evaluation
| STPIX Fund | USD 28.75 0.02 0.07% |
The entity has a beta of 1.06, which indicates a somewhat significant risk relative to the market. Technology Munications returns are very sensitive to returns on the market. As the market goes up or down, Technology Munications is expected to follow.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Technology Munications Portfolio are ranked lower than 33 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Technology Munications showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of December 2022 | |
| Expense Ratio | 2.2200 |
Technology |
Technology Munications Relative Risk vs. Return Landscape
If you would invest 2,187 in Technology Munications Portfolio on April 21, 2025 and sell it today you would earn a total of 688.00 from holding Technology Munications Portfolio or generate 31.46% return on investment over 90 days. Technology Munications Portfolio is currently producing 0.4404% returns and takes up 1.0441% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Technology, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Technology Munications Current Valuation
Undervalued
Today
Please note that Technology Munications' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Technology Munications has a current Real Value of $30.09 per share. The regular price of the fund is $28.75. We determine the value of Technology Munications 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 Technology Munications is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Technology Mutual Fund. However, Technology Munications' 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 28.75 | Real 30.09 | Hype 26.01 | Naive 28.55 |
The intrinsic value of Technology Munications' 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 Technology Munications' 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 Technology Munications Portfolio helps investors to forecast how Technology 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 Technology Munications more accurately as focusing exclusively on Technology Munications' fundamentals will not take into account other important factors: Technology Munications Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Technology Munications' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Technology Munications Portfolio, and traders can use it to determine the average amount a Technology Munications' 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 = 0.4218
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | STPIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.44 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.42 actual daily | 33 67% of assets perform better |
Based on monthly moving average Technology Munications is performing at about 33% 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 Technology Munications by adding it to a well-diversified portfolio.
Technology Munications Fundamentals Growth
Technology Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Technology Munications, and Technology Munications 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 Technology Mutual Fund performance.
| Price To Earning | 21.41 X | ||||
| Price To Book | 3.89 X | ||||
| Price To Sales | 1.65 X | ||||
| Total Asset | 22.26 M | ||||
About Technology Munications Performance
Evaluating Technology Munications' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Technology Munications 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 Technology Munications 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 will normally invest at least 80 percent of its total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value . Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. The fund may invest up to 25 percent of its total assets in foreign companies.Things to note about Technology Munications performance evaluation
Checking the ongoing alerts about Technology Munications for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Technology Munications help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Technology is showing solid risk-adjusted performance over 90 days | |
| Latest headline from news.google.com: Vivo X300 Pro may feature 7000mAh battery, Dimensity 9500 chipset, 200-megapixel periscope camera and more - Moneycontrol | |
| The fund maintains 98.22% of its assets in stocks |
- Analyzing Technology Munications' 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 Technology Munications' stock is overvalued or undervalued compared to its peers.
- Examining Technology Munications' 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 Technology Munications' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Technology Munications' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Technology Munications' mutual fund. These opinions can provide insight into Technology Munications' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Technology Mutual Fund
Technology Munications financial ratios help investors to determine whether Technology 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 Technology with respect to the benefits of owning Technology Munications security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |