Crm Longshort Opport Fund Manager Performance Evaluation
| CRIHX Fund | USD 14.28 0.01 0.07% |
The fund shows a Beta (market volatility) of 0.57, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Crm Long/short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Crm Long/short is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Crm Longshort Opport are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical indicators, Crm Long/short may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 2.2700 |
Crm |
Crm Long/short Relative Risk vs. Return Landscape
If you would invest 1,330 in Crm Longshort Opport on September 3, 2024 and sell it today you would earn a total of 98.00 from holding Crm Longshort Opport or generate 7.37% return on investment over 90 days. Crm Longshort Opport is currently producing 0.1126% returns and takes up 0.5371% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Crm, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crm Long/short Current Valuation
Fairly Valued
Today
Please note that Crm Long/short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Crm Longshort Opport shows a prevailing Real Value of $14.15 per share. The current price of the fund is $14.28. We determine the value of Crm Longshort Opport 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 Crm Long/short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crm Mutual Fund. However, Crm Long/short'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 14.28 | Real 14.15 | Hype 14.28 | Naive 14.37 |
The intrinsic value of Crm Long/short'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 Crm Long/short'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 Crm Longshort Opport helps investors to forecast how Crm 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 Crm Long/short more accurately as focusing exclusively on Crm Long/short's fundamentals will not take into account other important factors: Crm Long/short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crm Long/short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crm Longshort Opport, and traders can use it to determine the average amount a Crm Long/short'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 = 0.2096
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| Cash | CRIHX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Crm Long/short is performing at about 16% 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 Crm Long/short by adding it to a well-diversified portfolio.
Crm Long/short Fundamentals Growth
Crm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crm Long/short, and Crm Long/short 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 Crm Mutual Fund performance.
About Crm Long/short Performance
Evaluating Crm Long/short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Crm Long/short 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 Crm Long/short 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 invests at least 80 percent of its assets in long and short positions in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the SP 500 Index that are publicly traded on a U.S. securities market. Equity and equity related securities include common and preferred stocks, and warrants on common stock. It will hold long equity securities that the Adviser has identified as undervalued and take short positions in equity securities that the Adviser has identified as overvalued or poised for underperformance.Things to note about Crm Longshort Opport performance evaluation
Checking the ongoing alerts about Crm Long/short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crm Longshort Opport 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 26.69% of its assets under management (AUM) in cash |
- Analyzing Crm Long/short'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 Crm Long/short's stock is overvalued or undervalued compared to its peers.
- Examining Crm Long/short'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 Crm Long/short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crm Long/short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crm Long/short's mutual fund. These opinions can provide insight into Crm Long/short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Crm Mutual Fund
Crm Long/short financial ratios help investors to determine whether Crm 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 Crm with respect to the benefits of owning Crm Long/short security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |