Cardinal Small Cap Fund Manager Performance Evaluation
| CCMSX Fund | USD 14.44 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cardinal Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cardinal Small is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Cardinal Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Cardinal Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9900 |
Cardinal |
Cardinal Small Relative Risk vs. Return Landscape
If you would invest 1,478 in Cardinal Small Cap on September 3, 2024 and sell it today you would lose (34.00) from holding Cardinal Small Cap or give up 2.3% of portfolio value over 90 days. Cardinal Small Cap is currently producing negative expected returns and takes up 0.1716% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Cardinal, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cardinal Small Current Valuation
Fairly Valued
Today
Please note that Cardinal Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cardinal Small Cap shows a prevailing Real Value of $14.44 per share. The current price of the fund is $14.44. We determine the value of Cardinal Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Cardinal Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cardinal Mutual Fund. However, Cardinal Small'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 14.44 | Real 14.44 | Hype 14.44 | Naive 14.43 |
The intrinsic value of Cardinal Small'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, news, and other external factors that may influence Cardinal Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Cardinal Small Cap helps investors to forecast how Cardinal mutual 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 Cardinal Small more accurately as focusing exclusively on Cardinal Small's fundamentals will not take into account other important factors: Cardinal Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cardinal Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cardinal Small Cap, and traders can use it to determine the average amount a Cardinal Small'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 = -0.2111
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CCMSX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cardinal Small is not performing at its full potential. However, 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 Cardinal Small by adding Cardinal Small to a well-diversified portfolio.
Cardinal Small Fundamentals Growth
Cardinal Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cardinal Small, and Cardinal Small 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 Cardinal Mutual Fund performance.
| Price To Earning | 20.12 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.47 X | |||
About Cardinal Small Performance
Evaluating Cardinal Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cardinal Small 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 Cardinal Small 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of small capitalization companies. The Adviser defines small capitalization companies as companies with market capitalizations, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell 2000 Index. The securities in which the fund invests are primarily common stock and real estate investment trusts .Things to note about Cardinal Small Cap performance evaluation
Checking the ongoing alerts about Cardinal Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cardinal Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cardinal Small Cap generated a negative expected return over the last 90 days | |
| The fund holds 95.41% of its assets under management (AUM) in equities |
- Analyzing Cardinal Small'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 Cardinal Small's stock is overvalued or undervalued compared to its peers.
- Examining Cardinal Small'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 Cardinal Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cardinal Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cardinal Small's mutual fund. These opinions can provide insight into Cardinal Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cardinal Mutual Fund
Cardinal Small financial ratios help investors to determine whether Cardinal 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 Cardinal with respect to the benefits of owning Cardinal Small security.
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