Copeland Risk Financials
| CDIVX Fund | USD 12.55 0.06 0.48% |
Copeland |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Copeland Risk Fund Summary
Copeland Risk competes with Short Term, Sit Government, Intermediate Government, and Aig Government. The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, by applying its fundamental stock selection to purchase equities of companies with a proven track record of dividend growth. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that have increased their dividend for a minimum of five consecutive years.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US21724W6057 |
| Business Address | Copeland Trust |
| Mutual Fund Family | Copeland Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 926 7352 |
| Currency | USD - US Dollar |
Copeland Risk Key Financial Ratios
Copeland Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Copeland Risk's current stock value. Our valuation model uses many indicators to compare Copeland Risk value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Copeland Risk competition to find correlations between indicators driving Copeland Risk's intrinsic value. More Info.Copeland Risk Managed is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Copeland Risk Managed is roughly 5.12 . 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 Copeland Risk's earnings, one of the primary drivers of an investment's value.Copeland Risk Managed Systematic Risk
Copeland Risk's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Copeland Risk 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Copeland Risk Managed correlated with the market. If Beta is less than 0 Copeland Risk generally moves in the opposite direction as compared to the market. If Copeland Risk Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Copeland Risk Managed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Copeland Risk is generally in the same direction as the market. If Beta > 1 Copeland Risk moves generally in the same direction as, but more than the movement of the benchmark.
Copeland Risk December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Copeland Risk help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Copeland Risk Managed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Copeland Risk Managed based on widely used predictive technical indicators. In general, we focus on analyzing Copeland Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Copeland Risk's daily price indicators and compare them against related drivers.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 14.84 | |||
| Value At Risk | (1.04) | |||
| Potential Upside | 1.11 |
Other Information on Investing in Copeland Mutual Fund
Copeland Risk financial ratios help investors to determine whether Copeland 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 Copeland with respect to the benefits of owning Copeland Risk security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |