Crawford Multi Asset Income Fund Manager Performance Evaluation
| CMALX Fund | USD 26.55 0.14 0.53% |
The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Crawford Multi-asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Crawford Multi-asset is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Crawford Multi Asset Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Crawford Multi-asset 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 | 30th of April 2023 | |
| Expense Ratio | 1.0000 |
Crawford |
Crawford Multi-asset Relative Risk vs. Return Landscape
If you would invest 2,701 in Crawford Multi Asset Income on October 5, 2024 and sell it today you would lose (46.00) from holding Crawford Multi Asset Income or give up 1.7% of portfolio value over 90 days. Crawford Multi Asset Income is currently producing negative expected returns and takes up 0.4553% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Crawford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crawford Multi-asset Current Valuation
Fairly Valued
Today
Please note that Crawford Multi-asset's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Crawford Multi Asset shows a prevailing Real Value of $26.65 per share. The current price of the fund is $26.55. We determine the value of Crawford Multi Asset 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 Crawford Multi-asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crawford Mutual Fund. However, Crawford Multi-asset'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 26.55 | Real 26.65 | Hype 26.55 | Naive 26.94 |
The intrinsic value of Crawford Multi-asset'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 Crawford Multi-asset'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 Crawford Multi Asset Income helps investors to forecast how Crawford 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 Crawford Multi-asset more accurately as focusing exclusively on Crawford Multi-asset's fundamentals will not take into account other important factors: Crawford Multi-asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crawford Multi-asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crawford Multi Asset Income, and traders can use it to determine the average amount a Crawford Multi-asset'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 = -0.0586
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CMALX |
Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Crawford Multi-asset 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 Crawford Multi-asset by adding Crawford Multi-asset to a well-diversified portfolio.
Crawford Multi-asset Fundamentals Growth
Crawford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crawford Multi-asset, and Crawford Multi-asset 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 Crawford Mutual Fund performance.
About Crawford Multi-asset Performance
Evaluating Crawford Multi-asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Crawford Multi-asset 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 Crawford Multi-asset 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.
The fund pursues a multi-asset income strategy with the primary objective of generating current income. It invests primarily in dividend paying common stocks, preferred stocks, corporate bonds, U.S. government securities, convertible bonds and real estate investment trusts . Under normal circumstances, the fund will invest at least 80 percent of its assets in income producing securities. The fund may invest in equity securities of foreign issuers, directly or indirectly through American Depositary Receipts or other types of depositary receipts.Things to note about Crawford Multi Asset performance evaluation
Checking the ongoing alerts about Crawford Multi-asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crawford Multi Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Crawford Multi Asset generated a negative expected return over the last 90 days | |
| The fund holds about 6.62% of its assets under management (AUM) in fixed income securities |
- Analyzing Crawford Multi-asset'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 Crawford Multi-asset's stock is overvalued or undervalued compared to its peers.
- Examining Crawford Multi-asset'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 Crawford Multi-asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crawford Multi-asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crawford Multi-asset's mutual fund. These opinions can provide insight into Crawford Multi-asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Crawford Mutual Fund
Crawford Multi-asset financial ratios help investors to determine whether Crawford 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 Crawford with respect to the benefits of owning Crawford Multi-asset security.
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