Chautauqua Global Growth Fund Buy Hold or Sell Recommendation

CCGSX Fund  USD 24.56  0.08  0.33%   
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Chautauqua Global Growth is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Chautauqua Global Growth given historical horizon and risk tolerance towards Chautauqua Global. When Macroaxis issues a 'buy' or 'sell' recommendation for Chautauqua Global Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Chautauqua Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Chautauqua and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Chautauqua Global Growth. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state.

Execute Chautauqua Global Buy or Sell Advice

The Chautauqua recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Chautauqua Global Growth. Macroaxis does not own or have any residual interests in Chautauqua Global Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Chautauqua Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Chautauqua GlobalBuy Chautauqua Global
Strong Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Chautauqua Global Growth has a Risk Adjusted Performance of 0.036, Jensen Alpha of (0.05), Total Risk Alpha of (0.10), Sortino Ratio of (0.1) and Treynor Ratio of 0.0424
Our investment recommendation module complements current analysts and expert consensus on Chautauqua Global. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Please makes use of Chautauqua Global number of employees and five year return to make buy, hold, or sell decision on Chautauqua Global Growth.

Chautauqua Global Trading Alerts and Improvement Suggestions

Chautauqua Global Returns Distribution Density

The distribution of Chautauqua Global's historical returns is an attempt to chart the uncertainty of Chautauqua Global's future price movements. The chart of the probability distribution of Chautauqua Global daily returns describes the distribution of returns around its average expected value. We use Chautauqua Global Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Chautauqua Global returns is essential to provide solid investment advice for Chautauqua Global.
Mean Return
0.04
Value At Risk
-1.81
Potential Upside
1.47
Standard Deviation
0.88
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Chautauqua Global historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Chautauqua Global Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Chautauqua Global or Baird sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Chautauqua Global's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Chautauqua fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.05
β
Beta against Dow Jones0.71
σ
Overall volatility
0.84
Ir
Information ratio -0.1

Chautauqua Global Volatility Alert

Chautauqua Global Growth has low volatility with Treynor Ratio of 0.04, Maximum Drawdown of 4.28 and kurtosis of 0.98. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Chautauqua Global's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Chautauqua Global's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Chautauqua Global Fundamentals Vs Peers

Comparing Chautauqua Global's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Chautauqua Global's direct or indirect competition across all of the common fundamentals between Chautauqua Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Chautauqua Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Chautauqua Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Chautauqua Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Chautauqua Global to competition
FundamentalsChautauqua GlobalPeer Average
Annual Yield0 %0.29 %
Year To Date Return18.49 %0.39 %
One Year Return25.51 %4.15 %
Three Year Return2.60 %3.60 %
Five Year Return11.87 %3.24 %
Net Asset44.47 M4.11 B
Last Dividend Paid0.050.65
Cash Position Weight2.41 %10.61 %
Equity Positions Weight97.59 %63.90 %

Chautauqua Global Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Chautauqua . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Chautauqua Global Buy or Sell Advice

When is the right time to buy or sell Chautauqua Global Growth? Buying financial instruments such as Chautauqua Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Chautauqua Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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World Allocation Funds Theme
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 43 constituents at this time.
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Other Information on Investing in Chautauqua Mutual Fund

Chautauqua Global financial ratios help investors to determine whether Chautauqua 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 Chautauqua with respect to the benefits of owning Chautauqua Global security.
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