Stone Ridge Financials
| SHRMX Fund | USD 9.48 0.01 0.11% |
Stone |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Stone Ridge Fund Summary
Stone Ridge competes with Stone Ridge, Vanguard Windsor, Cornerstone Strategic, and Nuveen Santa. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in reinsurance-related securities. In addition, it will also invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in high yield, high risk debt securities .Specialization | Miscellaneous Fixed Income, Nontraditional Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | STONE RIDGE TRUST |
| Mutual Fund Family | STONE RIDGE |
| Mutual Fund Category | Miscellaneous Fixed Income |
| Benchmark | Dow Jones Industrial |
| Phone | 855 609 3680 |
| Currency | USD - US Dollar |
Stone Ridge Key Financial Ratios
Stone Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stone Ridge's current stock value. Our valuation model uses many indicators to compare Stone Ridge value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stone Ridge competition to find correlations between indicators driving Stone Ridge's intrinsic value. More Info.Stone Ridge High is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 4,096 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Stone Ridge's earnings, one of the primary drivers of an investment's value.Stone Ridge High Systematic Risk
Stone Ridge's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stone Ridge volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Stone Ridge High correlated with the market. If Beta is less than 0 Stone Ridge generally moves in the opposite direction as compared to the market. If Stone Ridge Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stone Ridge High is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stone Ridge is generally in the same direction as the market. If Beta > 1 Stone Ridge moves generally in the same direction as, but more than the movement of the benchmark.
Stone Ridge December 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stone Ridge help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stone Ridge High. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stone Ridge High based on widely used predictive technical indicators. In general, we focus on analyzing Stone Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stone Ridge's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.96 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 3.57 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.5417 |
Other Information on Investing in Stone Mutual Fund
Stone Ridge financial ratios help investors to determine whether Stone 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 Stone with respect to the benefits of owning Stone Ridge security.
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