Sterling Mutual Fund Manager Performance Evaluation

STRAX
 Fund
  

USD 20.64  0.02  0.1%   

The entity has a beta of -0.0303, which indicates not very significant fluctuations relative to the market. Let's try to break down what Sterling's beta means in this case. 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. Even though it is essential to pay attention to Sterling Capital Beh 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. Sterling Capital Behavioral exposes twenty-six different technical indicators, which can help you to evaluate its performance.
  
Sterling Performance
0 of 100
Over the last 90 days Sterling Capital Behavioral 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 new stock price disturbance, may contribute to short-term losses for the investors.
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Sterling Price Channel

Fifty Two Week Low20.99
Fifty Two Week High25.56

Sterling Capital Relative Risk vs. Return Landscape

If you would invest  2,170  in Sterling Capital Behavioral on July 2, 2022 and sell it today you would lose (108.00)  from holding Sterling Capital Behavioral or give up 4.98% of portfolio value over 90 days. Sterling Capital Behavioral is currently producing negative expected returns and takes up 1.1379% volatility of returns over 90 trading days. Put another way, 9% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Sterling Capital is expected to generate 0.99 times more return on investment than the market. However, the company is 1.01 times less risky than the market. It trades about -0.07 of its potential returns per unit of risk. The DOW is currently generating roughly -0.1 per unit of risk.

Sterling Capital Current Valuation

Fairly Valued
Today 20.64
Please note that Sterling Capital's price fluctuation is very steady at this time.
Sterling Capital Beh has a current Real Value of $21.03 per share. The regular price of the fund is $20.64. At this time, the fund appears to be fairly valued. We determine the value of Sterling Capital Beh 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 Sterling Capital Behavioral is useful when determining the fair value of the Sterling mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Sterling Capital. 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.
21.03
Real Value
22.17
Upside
Estimating the potential upside or downside of Sterling Capital Behavioral 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.7022.4624.22
Details
Hype
Prediction
LowEstimated ValueHigh
19.5020.6421.78
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.390.390.40
Details

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 Behavioral, 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 = -0.0667

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Negative ReturnsSTRAX
Estimated Market Risk
 1.14
  actual daily
 
 9 %
of total potential
 
99
Expected Return
 -0.08
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.07
  actual daily
 
 0 %
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00
Based on monthly moving average Sterling Capital 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 Sterling Capital by adding it to a well-diversified portfolio.

About Sterling Capital Performance

To evaluate Sterling Capital Beh 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 Sterling Capital 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 Sterling 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 Sterling Capital Beh market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sterling'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 fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Sterling Capital is traded on NASDAQ Exchange in the United States.

Things to note about Sterling Capital Beh

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 Beh help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Sterling Capital Alerts

Equity Alerts and Improvement Suggestions

Sterling Capital Beh generated a negative expected return over the last 90 days
Latest headline from cryptonews.com: 12 Best Crypto Bitcoin Gambling Sites in 2022 - Cryptonews
The fund maintains 99.49% of its assets in stocks
Additionally, take a look at World Market Map. Note that the Sterling Capital Beh information on this page should be used as a complementary analysis to other Sterling Capital'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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Complementary Tools for Sterling Mutual Fund analysis

When running Sterling Capital Beh price analysis, check to measure Sterling Capital'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 Sterling Capital is operating at the current time. Most of Sterling Capital's value examination focuses on studying past and present price action to predict the probability of Sterling Capital's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sterling Capital's price. Additionally, you may evaluate how the addition of Sterling Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Sterling Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Sterling Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sterling Capital'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.