Conquer Risk Defensive Fund Manager Performance Evaluation
| CRDBX Fund | USD 13.44 0.23 1.68% |
The fund shows a Beta (market volatility) of 0.0668, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Conquer Risk's returns are expected to increase less than the market. However, during the bear market, the loss of holding Conquer Risk is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Conquer Risk Defensive are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Conquer Risk may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreConquer |
Conquer Risk Relative Risk vs. Return Landscape
If you would invest 1,227 in Conquer Risk Defensive on September 27, 2024 and sell it today you would earn a total of 117.00 from holding Conquer Risk Defensive or generate 9.54% return on investment over 90 days. Conquer Risk Defensive is currently producing 0.1507% returns and takes up 1.1095% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Conquer, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Conquer Risk Current Valuation
Undervalued
Today
Please note that Conquer Risk's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Conquer Risk Defensive shows a prevailing Real Value of $13.76 per share. The current price of the fund is $13.44. We determine the value of Conquer Risk Defensive 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 Conquer Risk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Conquer Mutual Fund. However, Conquer Risk'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 13.44 | Real 13.76 | Hype 12.96 |
The intrinsic value of Conquer Risk'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 Conquer Risk'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 Conquer Risk Defensive helps investors to forecast how Conquer 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 Conquer Risk more accurately as focusing exclusively on Conquer Risk's fundamentals will not take into account other important factors: Conquer Risk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Conquer Risk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Conquer Risk Defensive, and traders can use it to determine the average amount a Conquer Risk'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 = 0.1358
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CRDBX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Conquer Risk is performing at about 10% 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 Conquer Risk by adding it to a well-diversified portfolio.
Conquer Risk Fundamentals Growth
Conquer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Conquer Risk, and Conquer Risk 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 Conquer Mutual Fund performance.
| Total Asset | 300.53 M | ||||
About Conquer Risk Performance
Evaluating Conquer Risk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Conquer Risk 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 Conquer Risk 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 seeks long-term capital appreciation by constructing a portfolio that is comprised, under normal market conditions, of exchange traded funds , mutual funds , derivatives, andor cash and cash equivalents. It will generally use funds that hold a broad-based basket of equity securities. During downward trending markets, the Advisor will attempt to reduce downside exposure by limiting the funds investments to cash and cash equivalents. The fund is non-diversified.Things to note about Conquer Risk Defensive performance evaluation
Checking the ongoing alerts about Conquer Risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Conquer Risk Defensive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 8.46% of its assets under management (AUM) in cash |
- Analyzing Conquer Risk'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 Conquer Risk's stock is overvalued or undervalued compared to its peers.
- Examining Conquer Risk'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 Conquer Risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Conquer Risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Conquer Risk's mutual fund. These opinions can provide insight into Conquer Risk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Conquer Mutual Fund
Conquer Risk financial ratios help investors to determine whether Conquer 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 Conquer with respect to the benefits of owning Conquer Risk security.
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