Chartwell Short Financials
| CWFIX Fund | USD 9.54 0.01 0.10% |
CHARTWELL |
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.
Chartwell Short Fund Summary
Chartwell Short competes with Ab Bond, Tiaa-cref Inflation-linked, Fidelity Sai, Lord Abbett, and Credit Suisse. Under normal circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities. Chartwell Short is traded on NASDAQ Exchange in the United States.Specialization | High Yield Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Chartwell Funds |
| Mutual Fund Family | Carillon Family of Funds |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 995 5505 |
| Currency | USD - US Dollar |
Chartwell Short Key Financial Ratios
CHARTWELL Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Chartwell Short's current stock value. Our valuation model uses many indicators to compare Chartwell Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Chartwell Short competition to find correlations between indicators driving Chartwell Short's intrinsic value. More Info.Chartwell Short Duration 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 400.37 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 Short's earnings, one of the primary drivers of an investment's value.Chartwell Short Duration Systematic Risk
Chartwell Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Chartwell Short 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 twenty-one with a total number of output elements of fourty. The Beta measures systematic risk based on how returns on Chartwell Short Duration correlated with the market. If Beta is less than 0 Chartwell Short generally moves in the opposite direction as compared to the market. If Chartwell Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Chartwell Short Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Chartwell Short is generally in the same direction as the market. If Beta > 1 Chartwell Short moves generally in the same direction as, but more than the movement of the benchmark.
Chartwell Short February 18, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Chartwell Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Chartwell Short Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Chartwell Short Duration based on widely used predictive technical indicators. In general, we focus on analyzing CHARTWELL Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Chartwell Short's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1377 | |||
| Information Ratio | 0.0979 | |||
| Maximum Drawdown | 0.5286 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1062 |
Other Information on Investing in CHARTWELL Mutual Fund
Chartwell Short 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 Short security.
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |