Sterling Capital Total Fund Manager Performance Evaluation
| BICAX Fund | USD 9.37 0.03 0.32% |
The entity has a beta of -0.0676, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sterling Capital are expected to decrease at a much lower rate. During the bear market, Sterling Capital is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Sterling Capital Total has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Sterling Capital 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 February 2023 | |
| Expense Ratio | 0.7100 |
Sterling |
Sterling Capital Relative Risk vs. Return Landscape
If you would invest 942.00 in Sterling Capital Total on September 2, 2024 and sell it today you would lose (5.00) from holding Sterling Capital Total or give up 0.53% of portfolio value over 90 days. Sterling Capital Total is currently producing negative expected returns and takes up 0.2864% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Sterling, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sterling Capital Current Valuation
Overvalued
Today
Please note that Sterling Capital's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sterling Capital Total has a current Real Value of $9.05 per share. The regular price of the fund is $9.37. We determine the value of Sterling Capital Total 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 Sterling Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sterling Mutual Fund. However, Sterling Capital'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 9.37 | Real 9.05 | Hype 9.37 | Naive 9.4 |
The intrinsic value of Sterling Capital'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 Sterling Capital'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 Sterling Capital Total helps investors to forecast how Sterling 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 Sterling Capital more accurately as focusing exclusively on Sterling Capital's fundamentals will not take into account other important factors: Sterling Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sterling Capital Total, and traders can use it to determine the average amount a Sterling Capital'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 = -0.0276
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BICAX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sterling Capital 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 Sterling Capital by adding Sterling Capital to a well-diversified portfolio.
Sterling Capital Fundamentals Growth
Sterling Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sterling Capital, and Sterling Capital 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 Sterling Mutual Fund performance.
| Total Asset | 48.51 M | ||||
About Sterling Capital Performance
Evaluating Sterling Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sterling Capital 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 Sterling Capital 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 normally invests at least 80 percent of its net assets plus borrowings for investment purposes in a diversified portfolio of bonds, including securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, corporate bonds, asset-backed securities, mortgage-backed securities, including commercial mortgage-backed securities and collateralized mortgage obligations, municipal securities, and convertible securities.Things to note about Sterling Capital Total performance evaluation
Checking the ongoing alerts about Sterling Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sterling Capital Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sterling Capital generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Sterling Capital Total holds about 96.82% of its assets under management (AUM) in fixed income securities |
- Analyzing Sterling Capital'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 Sterling Capital's stock is overvalued or undervalued compared to its peers.
- Examining Sterling Capital'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 Sterling Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sterling Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sterling Capital's mutual fund. These opinions can provide insight into Sterling Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sterling Mutual Fund
Sterling Capital financial ratios help investors to determine whether Sterling 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 Sterling with respect to the benefits of owning Sterling Capital security.
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