Cdspi Global Growth Fund Manager Performance Evaluation
| 0P000077R7 | CAD 59.86 0.78 1.29% |
The fund shows a Beta (market volatility) of 0.0014, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CDSPI Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding CDSPI Global is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in CDSPI Global Growth are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, CDSPI Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 30.04 | |
| Fifty Two Week High | 45.03 |
CDSPI |
CDSPI Global Relative Risk vs. Return Landscape
If you would invest 5,770 in CDSPI Global Growth on October 10, 2024 and sell it today you would earn a total of 216.00 from holding CDSPI Global Growth or generate 3.74% return on investment over 90 days. CDSPI Global Growth is generating 0.0641% of daily returns and assumes 0.7529% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than CDSPI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CDSPI Global Current Valuation
Undervalued
Today
Please note that CDSPI Global's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. CDSPI Global Growth shows a prevailing Real Value of C$65.17 per share. The current price of the fund is C$59.86. We determine the value of CDSPI Global Growth 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CDSPI Fund. However, CDSPI Global'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 59.86 | Real 65.17 | Hype 59.86 | Naive 59.57 |
The real value of CDSPI Fund, also known as its intrinsic value, is the underlying worth of CDSPI Global Growth Fund, which is reflected in its stock price. It is based on CDSPI Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of CDSPI Global'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 Global Growth 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 Global more accurately as focusing exclusively on CDSPI Global's fundamentals will not take into account other important factors: CDSPI Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CDSPI Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CDSPI Global Growth, and traders can use it to determine the average amount a CDSPI Global'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 = 0.0851
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| Cash | 0P000077R7 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average CDSPI Global is performing at about 6% 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 Global by adding it to a well-diversified portfolio.
CDSPI Global Fundamentals Growth
CDSPI Fund prices reflect investors' perceptions of the future prospects and financial health of CDSPI Global, and CDSPI Global 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 | 30.2 M | |||
About CDSPI Global Performance
By analyzing CDSPI Global's fundamental ratios, stakeholders can gain valuable insights into CDSPI Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CDSPI Global 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 Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The objective of the fund is to achieve long term growth of capital through investments primarily in common stocks, including growth-oriented stocks, on a global basis. CDSPI Global is traded on Toronto Stock Exchange in Canada.Things to note about CDSPI Global Growth performance evaluation
Checking the ongoing alerts about CDSPI Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CDSPI Global Growth 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 12.35% of its total net assets in cash |
- Analyzing CDSPI Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining CDSPI Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CDSPI Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CDSPI Global's fund. These opinions can provide insight into CDSPI Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CDSPI Fund
CDSPI Global 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 Global security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |