Mawer Balanced Financials
| 0P0000714D | CAD 37.59 0.03 0.08% |
Mawer |
Please note that past performance is not an indicator of the future performance of Mawer Balanced, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Mawer Balanced Fund Summary
Mawer Balanced competes with Mawer Canadien, Mawer Dactions, Mawer Equity, and Mawer Canadien. The investment objective of the Mawer Balanced Fund is to achieve above-average long-term returns from income and capital gains. Mawer Balanced is traded on Toronto Stock Exchange in Canada.| Instrument | Canada Fund View All |
| Exchange | Toronto Exchange |
| Business Address | 600, 517 10th |
| Fund Family | Mawer Investment Management Ltd |
| Fund Category | Global Neutral Balanced |
| Benchmark | Dow Jones Industrial |
| Phone | 844 395 0747 |
| Currency | CAD - Canadian Dollar |
Mawer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mawer Balanced's current stock value. Our valuation model uses many indicators to compare Mawer Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mawer Balanced competition to find correlations between indicators driving Mawer Balanced's intrinsic value. More Info.Mawer Balanced is rated below average in one year return among similar funds. It also is rated below average in three year return among similar funds reporting about 0.82 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Mawer Balanced is roughly 1.22 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mawer Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mawer Balanced's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Mawer Balanced Systematic Risk
Mawer Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mawer Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Mawer Balanced correlated with the market. If Beta is less than 0 Mawer Balanced generally moves in the opposite direction as compared to the market. If Mawer Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mawer Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mawer Balanced is generally in the same direction as the market. If Beta > 1 Mawer Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Mawer Balanced February 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mawer Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mawer Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mawer Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Mawer Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mawer Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6977 | |||
| Information Ratio | 0.0996 | |||
| Maximum Drawdown | 3.82 | |||
| Value At Risk | (0.61) | |||
| Potential Upside | 0.7025 |
Other Information on Investing in Mawer Fund
Mawer Balanced financial ratios help investors to determine whether Mawer 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 Mawer with respect to the benefits of owning Mawer Balanced security.
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