Ci Gold Bullion Fund Manager Performance Evaluation
| VALT-B Fund | 37.46 0.11 0.29% |
The fund owns a Beta (Systematic Risk) of 0.087, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CI Gold's returns are expected to increase less than the market. However, during the bear market, the loss of holding CI Gold is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in CI Gold Bullion are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong essential indicators, CI Gold is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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VALT-B |
CI Gold Relative Risk vs. Return Landscape
If you would invest 3,527 in CI Gold Bullion on September 21, 2024 and sell it today you would earn a total of 208.00 from holding CI Gold Bullion or generate 5.9% return on investment over 90 days. CI Gold Bullion is generating 0.0939% of daily returns and assumes 0.9369% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than VALT-B, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CI Gold Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CI Gold's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CI Gold Bullion, and traders can use it to determine the average amount a CI Gold'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 = 0.1002
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| Cash | VALT-B | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average CI Gold is performing at about 7% 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 CI Gold by adding it to a well-diversified portfolio.
About CI Gold Performance
By analyzing CI Gold's fundamental ratios, stakeholders can gain valuable insights into CI Gold's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CI Gold 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 CI Gold has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
CI Gold is entity of Canada. It is traded as Fund on TO exchange.Things to note about CI Gold Bullion performance evaluation
Checking the ongoing alerts about CI Gold for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CI Gold Bullion help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating CI Gold's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate CI Gold's fund performance include:- Analyzing CI Gold'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 CI Gold's stock is overvalued or undervalued compared to its peers.
- Examining CI Gold'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 CI Gold's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CI Gold's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CI Gold's fund. These opinions can provide insight into CI Gold's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in VALT-B Fund
CI Gold financial ratios help investors to determine whether VALT-B 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 VALT-B with respect to the benefits of owning CI Gold security.
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