Cdspi Petite Cap Fund Manager Performance Evaluation
| 0P000070KP | CAD 73.33 1.04 1.40% |
The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CDSPI Petite's returns are expected to increase less than the market. However, during the bear market, the loss of holding CDSPI Petite is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in CDSPI petite cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, CDSPI Petite may actually be approaching a critical reversion point that can send shares even higher in February 2025.
...more| Fifty Two Week Low | 27.31 | |
| Fifty Two Week High | 48.16 |
CDSPI |
CDSPI Petite Relative Risk vs. Return Landscape
If you would invest 6,714 in CDSPI petite cap on October 25, 2024 and sell it today you would earn a total of 619.00 from holding CDSPI petite cap or generate 9.22% return on investment over 90 days. CDSPI petite cap is generating 0.1521% of daily returns and assumes 1.2338% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than CDSPI, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CDSPI Petite Current Valuation
Fairly Valued
Today
Please note that CDSPI Petite's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. CDSPI petite cap shows a prevailing Real Value of C$72.74 per share. The current price of the fund is C$73.33. We determine the value of CDSPI petite cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, in the future, fund prices and their ongoing real values will blend.
Since CDSPI Petite is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CDSPI Fund. However, CDSPI Petite'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 73.33 | Real 72.74 | Hype 73.33 | Naive 75.49 |
The real value of CDSPI Fund, also known as its intrinsic value, is the underlying worth of CDSPI petite cap Fund, which is reflected in its stock price. It is based on CDSPI Petite's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of CDSPI Petite'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, or news.
Estimating the potential upside or downside of CDSPI petite cap helps investors to forecast how CDSPI 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 CDSPI Petite more accurately as focusing exclusively on CDSPI Petite's fundamentals will not take into account other important factors: CDSPI Petite Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CDSPI Petite's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CDSPI petite cap, and traders can use it to determine the average amount a CDSPI Petite'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 = 0.1233
| Best Portfolio | Best Equity | |||
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| Small Returns | 0P000070KP | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average CDSPI Petite is performing at about 9% 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 CDSPI Petite by adding it to a well-diversified portfolio.
CDSPI Petite Fundamentals Growth
CDSPI Fund prices reflect investors' perceptions of the future prospects and financial health of CDSPI Petite, and CDSPI Petite 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 CDSPI Fund performance.
| Total Asset | 5.77 M | |||
About CDSPI Petite Performance
By analyzing CDSPI Petite's fundamental ratios, stakeholders can gain valuable insights into CDSPI Petite's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CDSPI Petite 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 CDSPI Petite has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The Funds investment objective is to provide strong capital growth over the long term. CDSPI US is traded on Toronto Stock Exchange in Canada.Things to note about CDSPI petite cap performance evaluation
Checking the ongoing alerts about CDSPI Petite for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CDSPI petite cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -3.0% | |
| CDSPI petite cap holds 96.05% of its total net assets in equities |
- Analyzing CDSPI Petite'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 CDSPI Petite's stock is overvalued or undervalued compared to its peers.
- Examining CDSPI Petite'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 CDSPI Petite's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CDSPI Petite's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CDSPI Petite's fund. These opinions can provide insight into CDSPI Petite's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CDSPI Fund
CDSPI Petite financial ratios help investors to determine whether CDSPI 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 CDSPI with respect to the benefits of owning CDSPI Petite security.
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