Stadion Mutual Fund Manager Performance Evaluation

STTCX
 Fund
  

USD 10.09  0.02  0.20%   

The entity has a beta of -0.0351, which indicates not very significant fluctuations relative to the market. Let's try to break down what Stadion's beta means in this case. 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. Even though it is essential to pay attention to Stadion Trilogy Alte current price movements, it is always good to be careful when utilizing equity historical returns. Our philosophy towards measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Stadion Trilogy Alternative exposes twenty-six different technical indicators, which can help you to evaluate its performance.
  
Stadion Performance
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Over the last 90 days Stadion Trilogy Alternative has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Stadion Trilogy is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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Stadion Price Channel

Fifty Two Week Low10.18
Fifty Two Week High11.56
Annual Report Expense Ratio2.44%

Stadion Trilogy Relative Risk vs. Return Landscape

If you would invest  1,036  in Stadion Trilogy Alternative on July 2, 2022 and sell it today you would lose (25.00)  from holding Stadion Trilogy Alternative or give up 2.41% of portfolio value over 90 days. Stadion Trilogy Alternative is currently producing negative expected returns and takes up 0.3198% volatility of returns over 90 trading days. Put another way, 2% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Stadion Trilogy is expected to generate 0.28 times more return on investment than the market. However, the company is 3.61 times less risky than the market. It trades about -0.12 of its potential returns per unit of risk. The DOW is currently generating roughly -0.1 per unit of risk.

Stadion Trilogy Current Valuation

Fairly Valued
Today 10.09
Please note that Stadion Trilogy's price fluctuation is very steady at this time.
Stadion Trilogy Alte has a current Real Value of $10.13 per share. The regular price of the fund is $10.09. At this time, the fund appears to be fairly valued. 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.
Our valuation method for Stadion Trilogy Alternative is useful when determining the fair value of the Stadion mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Stadion Trilogy. 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.
10.13
Real Value
10.45
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.0910.2610.42
Details
Hype
Prediction
LowEstimated ValueHigh
9.7710.0910.41
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.000666650.000666670.00066668
Details

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 = -0.1216

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Negative ReturnsSTTCX
Estimated Market Risk
 0.32
  actual daily
 
 2 %
of total potential
 
22
Expected Return
 -0.04
  actual daily
 
 0 %
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00
Risk-Adjusted Return
 -0.12
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 0 %
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00
Based on monthly moving average Stadion Trilogy is performing at about 0% 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 Stadion Trilogy by adding it to a well-diversified portfolio.

About Stadion Trilogy Performance

To evaluate Stadion Trilogy Alte Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Stadion Trilogy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Stadion Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Stadion Trilogy Alte market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Stadion's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks total return, with an emphasis on lower risk and volatility than the U.S. equity markets. Stadion Trilogy is traded on NASDAQ Exchange in the United States.

Things to note about Stadion Trilogy Alte

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 Alerts

Equity Alerts and Improvement Suggestions

Stadion Trilogy Alte generated a negative expected return over the last 90 days
Stadion Trilogy Alte is unlikely to experience financial distress in the next 2 years
The fund generated three year return of -1.0%
Stadion Trilogy Alte maintains about 5.88% of its assets in cash
Additionally, take a look at World Market Map. Note that the Stadion Trilogy Alte information on this page should be used as a complementary analysis to other Stadion Trilogy's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for Stadion Mutual Fund analysis

When running Stadion Trilogy Alte price analysis, check to measure Stadion Trilogy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stadion Trilogy is operating at the current time. Most of Stadion Trilogy's value examination focuses on studying past and present price action to predict the probability of Stadion Trilogy's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Stadion Trilogy's price. Additionally, you may evaluate how the addition of Stadion Trilogy to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Stadion Trilogy's value and its price as these two are different measures arrived at by different means. Investors typically determine Stadion Trilogy value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stadion Trilogy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.