Cornerstone Servative Fund Manager Performance Evaluation
| USCCX Fund | USD 10.79 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cornerstone Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cornerstone Conservative is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Cornerstone Servative Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Cornerstone Conservative 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 July 2023 | |
| Expense Ratio | 0.6000 |
Cornerstone |
Cornerstone Conservative Relative Risk vs. Return Landscape
If you would invest 1,079 in Cornerstone Servative Fund on December 13, 2024 and sell it today you would earn a total of 0.00 from holding Cornerstone Servative Fund or generate 0.0% return on investment over 90 days. Cornerstone Servative Fund is currently producing 4.0E-4% returns and takes up 0.2934% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Cornerstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cornerstone Conservative Current Valuation
Fairly Valued
Today
Please note that Cornerstone Conservative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cornerstone Conservative shows a prevailing Real Value of $10.77 per share. The current price of the fund is $10.79. We determine the value of Cornerstone Conservative 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 Cornerstone Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cornerstone Mutual Fund. However, Cornerstone Conservative'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 10.79 | Real 10.77 | Hype 10.79 |
The intrinsic value of Cornerstone Conservative'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 Cornerstone Conservative'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 Cornerstone Servative Fund helps investors to forecast how Cornerstone 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 Cornerstone Conservative more accurately as focusing exclusively on Cornerstone Conservative's fundamentals will not take into account other important factors: Cornerstone Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cornerstone Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cornerstone Servative Fund, and traders can use it to determine the average amount a Cornerstone Conservative'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 = 0.0015
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | USCCX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cornerstone Conservative 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 Cornerstone Conservative by adding Cornerstone Conservative to a well-diversified portfolio.
Cornerstone Conservative Fundamentals Growth
Cornerstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cornerstone Conservative, and Cornerstone Conservative 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 Cornerstone Mutual Fund performance.
| Price To Earning | 16.91 X | ||||
| Price To Book | 1.75 X | ||||
| Price To Sales | 1.25 X | ||||
About Cornerstone Conservative Performance
Evaluating Cornerstone Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cornerstone Conservative 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 Cornerstone Conservative 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 funds principal investment strategy is to invest its assets in a selection of affiliated mutual funds and exchange-traded funds consisting of a target asset class allocation of approximately 20 percent equity securities and 80 percent fixed-income securities. Usaa Cornerstone is traded on NASDAQ Exchange in the United States.Things to note about Cornerstone Conservative performance evaluation
Checking the ongoing alerts about Cornerstone Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cornerstone Conservative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 5.12% of its net assets in cash |
- Analyzing Cornerstone Conservative'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 Cornerstone Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Cornerstone Conservative'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 Cornerstone Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cornerstone Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cornerstone Conservative's mutual fund. These opinions can provide insight into Cornerstone Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Conservative financial ratios help investors to determine whether Cornerstone 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 Cornerstone with respect to the benefits of owning Cornerstone Conservative security.
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