Ci Select Global Fund Manager Performance Evaluation
| 0P000075PH | 29.23 0.30 1.04% |
The fund owns a Beta (Systematic Risk) of 0.31, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, CI Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding CI Select is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in CI Select Global are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, CI Select is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
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CI Select Relative Risk vs. Return Landscape
If you would invest 2,802 in CI Select Global on October 25, 2024 and sell it today you would earn a total of 121.00 from holding CI Select Global or generate 4.32% return on investment over 90 days. CI Select Global is generating 0.0717% of daily returns and assumes 0.689% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than 0P000075PH, 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 Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CI Select's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CI Select Global, and traders can use it to determine the average amount a CI Select'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 = 0.104
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| Cash | 0P000075PH | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average CI Select is performing at about 8% 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 Select by adding it to a well-diversified portfolio.
Things to note about CI Select Global performance evaluation
Checking the ongoing alerts about CI Select for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CI Select Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating CI Select's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate CI Select's fund performance include:- Analyzing CI Select'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 Select's stock is overvalued or undervalued compared to its peers.
- Examining CI Select'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 Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CI Select's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CI Select's fund. These opinions can provide insight into CI Select's potential for growth and whether the stock is currently undervalued or overvalued.
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