Stadion Trilogy Alternative Fund Manager Performance Evaluation
| STTIX Fund | USD 9.10 0.01 0.11% |
The entity has a beta of -0.32, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Stadion Trilogy are expected to decrease at a much lower rate. During the bear market, Stadion Trilogy is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Stadion Trilogy Alternative has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 28th of September 2020 | |
| Expense Ratio | 0.6000 |
Stadion |
Stadion Trilogy Relative Risk vs. Return Landscape
If you would invest 1,067 in Stadion Trilogy Alternative on September 26, 2024 and sell it today you would lose (157.00) from holding Stadion Trilogy Alternative or give up 14.71% of portfolio value over 90 days. Stadion Trilogy Alternative is currently producing negative expected returns and takes up 1.5834% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Stadion, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stadion Trilogy Current Valuation
Overvalued
Today
Please note that Stadion Trilogy's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Stadion Trilogy Alte has a current Real Value of $8.54 per share. The regular price of the fund is $9.1. We determine the value of Stadion Trilogy Alte 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 Stadion Trilogy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stadion Mutual Fund. However, Stadion Trilogy'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 9.1 | Real 8.54 | Hype 9.1 |
The intrinsic value of Stadion Trilogy'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 Stadion Trilogy'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 Stadion Trilogy Alternative helps investors to forecast how Stadion 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 Stadion Trilogy more accurately as focusing exclusively on Stadion Trilogy's fundamentals will not take into account other important factors: Stadion Trilogy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stadion Trilogy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stadion Trilogy Alternative, and traders can use it to determine the average amount a Stadion Trilogy'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 = -0.1484
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STTIX |
Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stadion Trilogy 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 Stadion Trilogy by adding Stadion Trilogy to a well-diversified portfolio.
Stadion Trilogy Fundamentals Growth
Stadion Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stadion Trilogy, and Stadion Trilogy 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 Stadion Mutual Fund performance.
| Price To Earning | 19.17 X | ||||
| Price To Book | 2.87 X | ||||
| Price To Sales | 1.77 X | ||||
| Total Asset | 39.55 M | ||||
About Stadion Trilogy Performance
Evaluating Stadion Trilogy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stadion Trilogy 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 Stadion Trilogy 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.
To pursue its objectives, under normal market conditions, the fund will invest at least 80 percent of its net assets in bonds. Under normal market conditions, the fund will invest at least 65 percent of its net assets in investment grade debt securities. It may invest in debt securities of any maturity.Things to note about Stadion Trilogy Alte performance evaluation
Checking the ongoing alerts about Stadion Trilogy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stadion Trilogy Alte help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stadion Trilogy Alte generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Stadion Trilogy Alte maintains about 5.02% of its assets in bonds |
- Analyzing Stadion Trilogy'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 Stadion Trilogy's stock is overvalued or undervalued compared to its peers.
- Examining Stadion Trilogy'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 Stadion Trilogy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stadion Trilogy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stadion Trilogy's mutual fund. These opinions can provide insight into Stadion Trilogy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stadion Mutual Fund
Stadion Trilogy financial ratios help investors to determine whether Stadion 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 Stadion with respect to the benefits of owning Stadion Trilogy security.
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| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |