Congressional Effect Fund Manager Performance Evaluation
| CEFIX Fund | USD 11.60 0.10 0.87% |
The fund shows a Beta (market volatility) of 0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Congressional Effect's returns are expected to increase less than the market. However, during the bear market, the loss of holding Congressional Effect is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Congressional Effect Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Congressional Effect is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.9600 |
Congressional |
Congressional Effect Relative Risk vs. Return Landscape
If you would invest 1,221 in Congressional Effect Fund on September 25, 2024 and sell it today you would lose (61.00) from holding Congressional Effect Fund or give up 5.0% of portfolio value over 90 days. Congressional Effect Fund is currently producing negative expected returns and takes up 0.6172% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Congressional, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Congressional Effect Current Valuation
Fairly Valued
Today
Please note that Congressional Effect's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Congressional Effect shows a prevailing Real Value of $11.64 per share. The current price of the fund is $11.6. We determine the value of Congressional Effect from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Congressional Effect is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Congressional Mutual Fund. However, Congressional Effect'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 11.6 | Real 11.64 | Hype 11.6 |
The intrinsic value of Congressional Effect'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, news, and other external factors that may influence Congressional Effect's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Congressional Effect Fund helps investors to forecast how Congressional mutual 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 Congressional Effect more accurately as focusing exclusively on Congressional Effect's fundamentals will not take into account other important factors: Congressional Effect Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Congressional Effect's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Congressional Effect Fund, and traders can use it to determine the average amount a Congressional Effect'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 = -0.1287
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| Negative Returns | CEFIX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Congressional Effect 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 Congressional Effect by adding Congressional Effect to a well-diversified portfolio.
Congressional Effect Fundamentals Growth
Congressional Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Congressional Effect, and Congressional Effect 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 Congressional Mutual Fund performance.
| Total Asset | 88.64 M | ||||
About Congressional Effect Performance
Evaluating Congressional Effect's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Congressional Effect 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 Congressional Effect has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities issued by companies located in emerging market countries. Companies located in emerging market countries are defined as those companies tied economically to countries included in the Calvert Emerging Markets Responsible Index.Things to note about Congressional Effect performance evaluation
Checking the ongoing alerts about Congressional Effect for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Congressional Effect help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Congressional Effect generated a negative expected return over the last 90 days | |
| The fund holds 95.47% of its assets under management (AUM) in equities |
- Analyzing Congressional Effect'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 Congressional Effect's stock is overvalued or undervalued compared to its peers.
- Examining Congressional Effect'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 Congressional Effect's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Congressional Effect's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Congressional Effect's mutual fund. These opinions can provide insight into Congressional Effect's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Congressional Mutual Fund
Congressional Effect financial ratios help investors to determine whether Congressional 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 Congressional with respect to the benefits of owning Congressional Effect security.
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| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |