Cdspi Canadian Equity Fund Manager Performance Evaluation
| 0P000070CY | CAD 48.12 0.07 0.15% |
The fund shows a Beta (market volatility) of 0.0599, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CDSPI Canadian's returns are expected to increase less than the market. However, during the bear market, the loss of holding CDSPI Canadian is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days CDSPI Canadian Equity has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, CDSPI Canadian is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 17.64 | |
| Fifty Two Week High | 28.73 |
CDSPI |
CDSPI Canadian Relative Risk vs. Return Landscape
If you would invest 4,898 in CDSPI Canadian Equity on October 11, 2024 and sell it today you would lose (86.00) from holding CDSPI Canadian Equity or give up 1.76% of portfolio value over 90 days. CDSPI Canadian Equity is generating negative expected returns and assumes 0.6075% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than CDSPI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CDSPI Canadian Current Valuation
Fairly Valued
Today
Please note that CDSPI Canadian's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. CDSPI Canadian Equity shows a prevailing Real Value of C$48.23 per share. The current price of the fund is C$48.12. We determine the value of CDSPI Canadian Equity from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, in the future, fund prices and their ongoing real values will blend.
Since CDSPI Canadian is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CDSPI Fund. However, CDSPI Canadian's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 48.12 | Real 48.23 | Hype 48.12 |
The real value of CDSPI Fund, also known as its intrinsic value, is the underlying worth of CDSPI Canadian Equity Fund, which is reflected in its stock price. It is based on CDSPI Canadian's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of CDSPI Canadian's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of CDSPI Canadian Equity helps investors to forecast how CDSPI fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of CDSPI Canadian more accurately as focusing exclusively on CDSPI Canadian's fundamentals will not take into account other important factors: CDSPI Canadian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CDSPI Canadian's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CDSPI Canadian Equity, and traders can use it to determine the average amount a CDSPI Canadian's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0456
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| Negative Returns | 0P000070CY |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CDSPI Canadian is not performing at its full potential. However, 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 CDSPI Canadian by adding CDSPI Canadian to a well-diversified portfolio.
CDSPI Canadian Fundamentals Growth
CDSPI Fund prices reflect investors' perceptions of the future prospects and financial health of CDSPI Canadian, and CDSPI Canadian fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on CDSPI Fund performance.
| Total Asset | 6.57 M | |||
About CDSPI Canadian Performance
By analyzing CDSPI Canadian's fundamental ratios, stakeholders can gain valuable insights into CDSPI Canadian's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CDSPI Canadian has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if CDSPI Canadian has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
This fund focuses on Canadian companies with outstanding growth potential that the market has overlooked or undervalued. CDSPI Canadian is traded on Toronto Stock Exchange in Canada.Things to note about CDSPI Canadian Equity performance evaluation
Checking the ongoing alerts about CDSPI Canadian for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CDSPI Canadian Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CDSPI Canadian generated a negative expected return over the last 90 days | |
| CDSPI Canadian Equity generated five year return of -3.0% | |
| This fund holds 97.76% of its total net assets in equities |
- Analyzing CDSPI Canadian's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether CDSPI Canadian's stock is overvalued or undervalued compared to its peers.
- Examining CDSPI Canadian's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating CDSPI Canadian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CDSPI Canadian's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CDSPI Canadian's fund. These opinions can provide insight into CDSPI Canadian's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CDSPI Fund
CDSPI Canadian financial ratios help investors to determine whether CDSPI 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 CDSPI with respect to the benefits of owning CDSPI Canadian security.
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