Ridgeworth Ceredex Small Fund Manager Performance Evaluation
| STCEX Fund | USD 6.30 0.01 0.16% |
The fund holds a Beta of 1.4, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Ridgeworth Ceredex will likely underperform.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ridgeworth Ceredex Small are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Ridgeworth Ceredex may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.8100 |
Ridgeworth |
Ridgeworth Ceredex Relative Risk vs. Return Landscape
If you would invest 577.00 in Ridgeworth Ceredex Small on September 4, 2024 and sell it today you would earn a total of 53.00 from holding Ridgeworth Ceredex Small or generate 9.19% return on investment over 90 days. Ridgeworth Ceredex Small is currently producing 0.1441% returns and takes up 1.1798% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Ridgeworth, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ridgeworth Ceredex Current Valuation
Fairly Valued
Today
Please note that Ridgeworth Ceredex's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Ridgeworth Ceredex Small holds a recent Real Value of $6.23 per share. The prevailing price of the fund is $6.3. We determine the value of Ridgeworth Ceredex Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Ridgeworth Ceredex is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ridgeworth Mutual Fund. However, Ridgeworth Ceredex'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 6.3 | Real 6.23 | Hype 6.3 | Naive 6.32 |
The intrinsic value of Ridgeworth Ceredex'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 Ridgeworth Ceredex'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 Ridgeworth Ceredex Small helps investors to forecast how Ridgeworth 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 Ridgeworth Ceredex more accurately as focusing exclusively on Ridgeworth Ceredex's fundamentals will not take into account other important factors: Ridgeworth Ceredex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ridgeworth Ceredex's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ridgeworth Ceredex Small, and traders can use it to determine the average amount a Ridgeworth Ceredex'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 = 0.1222
| Best Portfolio | Best Equity | |||
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| Cash | STCEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Ridgeworth Ceredex is performing at about 9% 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 Ridgeworth Ceredex by adding it to a well-diversified portfolio.
Ridgeworth Ceredex Fundamentals Growth
Ridgeworth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ridgeworth Ceredex, and Ridgeworth Ceredex 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 Ridgeworth Mutual Fund performance.
| Price To Earning | 20.45 X | ||||
| Price To Book | 2.38 X | ||||
| Price To Sales | 0.93 X | ||||
| Total Asset | 600 K | ||||
About Ridgeworth Ceredex Performance
Evaluating Ridgeworth Ceredex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ridgeworth Ceredex 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 Ridgeworth Ceredex 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts . The subadviser considers small-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell 2000 Index on a rolling three-year basis.Things to note about Ridgeworth Ceredex Small performance evaluation
Checking the ongoing alerts about Ridgeworth Ceredex for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ridgeworth Ceredex Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ridgeworth Ceredex's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ridgeworth Ceredex's mutual fund performance include:- Analyzing Ridgeworth Ceredex'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 Ridgeworth Ceredex's stock is overvalued or undervalued compared to its peers.
- Examining Ridgeworth Ceredex'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 Ridgeworth Ceredex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ridgeworth Ceredex's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ridgeworth Ceredex's mutual fund. These opinions can provide insight into Ridgeworth Ceredex's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ridgeworth Mutual Fund
Ridgeworth Ceredex financial ratios help investors to determine whether Ridgeworth 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 Ridgeworth with respect to the benefits of owning Ridgeworth Ceredex security.
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