Copeland Smid Cap Fund Price on November 29, 2024
| CSMDX Fund | USD 16.26 0.12 0.73% |
Below is the normalized historical share price chart for Copeland Smid Cap extending back to March 01, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Copeland Smid stands at 16.26, as last reported on the 15th of December 2024, with the highest price reaching 16.26 and the lowest price hitting 16.26 during the day.
If you're considering investing in Copeland Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Copeland Mutual Fund to be very steady. Copeland Smid Cap secures Sharpe Ratio (or Efficiency) of 0.0316, which signifies that the fund had a 0.0316% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Copeland Smid Cap, which you can use to evaluate the volatility of the entity. Please confirm Copeland Smid's Downside Deviation of 0.7433, risk adjusted performance of 0.047, and Mean Deviation of 0.6814 to double-check if the risk estimate we provide is consistent with the expected return of 0.0289%.
Copeland Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Copeland |
Sharpe Ratio = 0.0316
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CSMDX |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Copeland Smid is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Copeland Smid by adding it to a well-diversified portfolio.
Copeland Smid Valuation on November 29, 2024
It is possible to determine the worth of Copeland Smid on a given historical date. On November 29, 2024 Copeland was worth 17.05 at the beginning of the trading date compared to the closed value of 17.05. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Copeland Smid mutual fund. Still, in general, we apply an absolute valuation method to find Copeland Smid's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Copeland Smid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Copeland Smid's related companies.
| Open | High | Low | Close | Volume | |
| 17.01 | 17.01 | 17.01 | 17.01 | 1.00 | |
11/29/2024 | 17.05 | 17.05 | 17.05 | 17.05 | 1.00 |
| 17.04 | 17.04 | 17.04 | 17.04 | 1.00 |
| Backtest Copeland Smid | | | Copeland Smid History | | | Copeland Smid Valuation | Previous | Next |
Copeland Smid Trading Date Momentum on November 29, 2024
| On December 02 2024 Copeland Smid Cap was traded for 17.04 at the closing time. The highest daily price throughout the period was 17.04 and the lowest price was 17.04 . There was no trading activity during the period 1.0. Lack of trading volume on 12/02/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.06% . The overall trading delta to current closing price is 2.35% . |
Copeland Smid Cap Fundamentals Correlations and Trends
By evaluating Copeland Smid's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Copeland Smid's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Copeland financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Copeland Smid Mutual Fund history
Copeland Smid investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Copeland is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Copeland Smid Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Copeland Smid stock prices may prove useful in developing a viable investing in Copeland Smid
The fund is primarily composed of common and preferred stocks, master limited partnership units and equity real estate investment trusts of U.S. companies. Under normal market conditions, it invests at least 80 percent of its net assets in securities of small and mid-capitalization companies that pay a dividend and that have increased their dividend in the most recent annual period. The adviser sells securities when they fail to raise their dividend or no longer meet its fundamental stock selection criteria.
Copeland Smid Mutual Fund Technical Analysis
Copeland Smid technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Copeland Smid Period Price Range
Low | December 15, 2024
| High |
0.00 | 0.00 |
Copeland Smid Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Copeland Smid December 15, 2024 Market Strength
Market strength indicators help investors to evaluate how Copeland Smid mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Copeland Smid shares will generate the highest return on investment. By undertsting and applying Copeland Smid mutual fund market strength indicators, traders can identify Copeland Smid Cap entry and exit signals to maximize returns
Copeland Smid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Copeland Smid's price direction in advance. Along with the technical and fundamental analysis of Copeland Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Copeland to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.047 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.042 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Copeland Mutual Fund
Copeland Smid 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 Smid security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |