Cliffwater Corporate Lending Fund Manager Performance Evaluation
| CCLFX Fund | USD 10.87 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0045, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cliffwater Corporate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cliffwater Corporate is expected to be smaller as well.
Risk-Adjusted Performance
62 of 100
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Market Crasher
Compared to the overall equity markets, risk-adjusted returns on investments in Cliffwater Corporate Lending are ranked lower than 62 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Cliffwater Corporate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Why Private Direct Lending Is an Attractive Alternative to Public Securities - Morningstar | 11/14/2024 |
Cliffwater |
Cliffwater Corporate Relative Risk vs. Return Landscape
If you would invest 1,060 in Cliffwater Corporate Lending on September 15, 2024 and sell it today you would earn a total of 27.00 from holding Cliffwater Corporate Lending or generate 2.55% return on investment over 90 days. Cliffwater Corporate Lending is currently producing 0.0393% returns and takes up 0.0492% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Cliffwater, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cliffwater Corporate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cliffwater Corporate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cliffwater Corporate Lending, and traders can use it to determine the average amount a Cliffwater Corporate'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 = 0.7985
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Based on monthly moving average Cliffwater Corporate is performing at about 62% 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 Cliffwater Corporate by adding it to a well-diversified portfolio.
About Cliffwater Corporate Performance
Evaluating Cliffwater Corporate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cliffwater Corporate 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 Cliffwater Corporate 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.
Cliffwater Corporate is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Cliffwater Corporate performance evaluation
Checking the ongoing alerts about Cliffwater Corporate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cliffwater Corporate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cliffwater is showing solid risk-adjusted performance over 90 days |
- Analyzing Cliffwater Corporate'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 Cliffwater Corporate's stock is overvalued or undervalued compared to its peers.
- Examining Cliffwater Corporate'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 Cliffwater Corporate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cliffwater Corporate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cliffwater Corporate's mutual fund. These opinions can provide insight into Cliffwater Corporate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cliffwater Mutual Fund
Cliffwater Corporate financial ratios help investors to determine whether Cliffwater 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 Cliffwater with respect to the benefits of owning Cliffwater Corporate security.
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