Chartwell Small Financial Statements From 2010 to 2025
| CWSGX Fund | USD 15.17 0.15 0.98% |
Check Chartwell Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Chartwell Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Chartwell financial statements analysis is a perfect complement when working with Chartwell Small Valuation or Volatility modules.
Chartwell |
Chartwell Small Cap Mutual Fund Three Year Return Analysis
Chartwell Small's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Chartwell Small Three Year Return | 8.39 % |
Most of Chartwell Small's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Chartwell Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Chartwell Small Cap has a Three Year Return of 8.3942%. This is 64.17% lower than that of the Carillon Family of Funds family and significantly higher than that of the Small Growth category. The three year return for all United States funds is notably lower than that of the firm.
Chartwell Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Chartwell Small's current stock value. Our valuation model uses many indicators to compare Chartwell Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Chartwell Small competition to find correlations between indicators driving Chartwell Small's intrinsic value. More Info.Chartwell Small Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 27.25 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Chartwell Small's earnings, one of the primary drivers of an investment's value.About Chartwell Small Financial Statements
Chartwell Small investors use historical fundamental indicators, such as Chartwell Small's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Chartwell Small. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Chartwell Mutual Fund
Chartwell Small financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Small security.
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