Sdit Ultra Short Fund Manager Performance Evaluation
| SECPX Fund | USD 9.34 0.01 0.11% |
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Sdit Ultra are completely uncorrelated.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Sdit Ultra Short are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Sdit Ultra 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 | 31st of May 2023 | |
| Expense Ratio | 0.3800 |
Sdit |
Sdit Ultra Relative Risk vs. Return Landscape
If you would invest 932.00 in Sdit Ultra Short on September 29, 2024 and sell it today you would earn a total of 2.00 from holding Sdit Ultra Short or generate 0.21% return on investment over 90 days. Sdit Ultra Short is currently producing 0.0034% returns and takes up 0.0788% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Sdit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sdit Ultra Current Valuation
Overvalued
Today
Please note that Sdit Ultra's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sdit Ultra Short has a current Real Value of $8.59 per share. The regular price of the fund is $9.34. We determine the value of Sdit Ultra Short 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 Sdit Ultra is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sdit Mutual Fund. However, Sdit Ultra'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 9.34 | Real 8.59 | Hype 9.34 |
The intrinsic value of Sdit Ultra'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 Sdit Ultra'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 Sdit Ultra Short helps investors to forecast how Sdit 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 Sdit Ultra more accurately as focusing exclusively on Sdit Ultra's fundamentals will not take into account other important factors: Sdit Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sdit Ultra's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sdit Ultra Short, and traders can use it to determine the average amount a Sdit Ultra'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 = 0.0429
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| SECPX |
Based on monthly moving average Sdit Ultra is performing at about 3% 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 Sdit Ultra by adding it to a well-diversified portfolio.
Sdit Ultra Fundamentals Growth
Sdit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sdit Ultra, and Sdit Ultra 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 Sdit Mutual Fund performance.
| Total Asset | 198.29 M | ||||
About Sdit Ultra Performance
Evaluating Sdit Ultra's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sdit Ultra 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 Sdit Ultra 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 invests at least 80 percent of its net assets in investment grade U.S. dollar-denominated debt instruments. The advisor will primarily use futures contracts for hedging purposes to manage the funds exposure to interest rate risk.Things to note about Sdit Ultra Short performance evaluation
Checking the ongoing alerts about Sdit Ultra for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sdit Ultra Short 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 5.59% of its assets in cash |
- Analyzing Sdit Ultra'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 Sdit Ultra's stock is overvalued or undervalued compared to its peers.
- Examining Sdit Ultra'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 Sdit Ultra's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sdit Ultra's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sdit Ultra's mutual fund. These opinions can provide insight into Sdit Ultra's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sdit Mutual Fund
Sdit Ultra financial ratios help investors to determine whether Sdit 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 Sdit with respect to the benefits of owning Sdit Ultra security.
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