Crawford Dividend Opportunity Fund Manager Performance Evaluation
| CDOFX Fund | USD 49.69 0.14 0.28% |
The fund shows a Beta (market volatility) of 1.38, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Crawford Dividend will likely underperform.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Crawford Dividend Opportunity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Crawford Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 30th of April 2023 | |
| Expense Ratio | 0.9900 |
Crawford |
Crawford Dividend Relative Risk vs. Return Landscape
If you would invest 4,990 in Crawford Dividend Opportunity on September 23, 2024 and sell it today you would lose (21.00) from holding Crawford Dividend Opportunity or give up 0.42% of portfolio value over 90 days. Crawford Dividend Opportunity is currently producing 0.001% returns and takes up 1.2453% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Crawford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crawford Dividend Current Valuation
Fairly Valued
Today
Please note that Crawford Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Crawford Dividend shows a prevailing Real Value of $50.01 per share. The current price of the fund is $49.69. We determine the value of Crawford Dividend 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 Crawford Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crawford Mutual Fund. However, Crawford Dividend'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 49.69 | Real 50.01 | Hype 49.69 | Naive 48.42 |
The intrinsic value of Crawford Dividend'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 Crawford Dividend'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 Crawford Dividend Opportunity helps investors to forecast how Crawford 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 Crawford Dividend more accurately as focusing exclusively on Crawford Dividend's fundamentals will not take into account other important factors: Crawford Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crawford Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crawford Dividend Opportunity, and traders can use it to determine the average amount a Crawford Dividend'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 = 8.0E-4
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CDOFX |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Crawford Dividend 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 Crawford Dividend by adding Crawford Dividend to a well-diversified portfolio.
Crawford Dividend Fundamentals Growth
Crawford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crawford Dividend, and Crawford Dividend 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 Crawford Mutual Fund performance.
| Price To Earning | 20.73 X | ||||
| Price To Book | 2.58 X | ||||
| Price To Sales | 1.82 X | ||||
About Crawford Dividend Performance
Evaluating Crawford Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Crawford Dividend 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 Crawford Dividend 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.
The fund invests primarily in common stocks of small capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. The funds Advisor manages the fund by investing primarily in companies with market capitalizations of 5 billion or less at the time of purchase. The Advisor believes investing long-term in companies with sound management, strong balance sheets, and the ability to produce consistent earnings and dividends is a low risk means of building wealth.Things to note about Crawford Dividend performance evaluation
Checking the ongoing alerts about Crawford Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crawford Dividend help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is RenaissanceRe Holdings Ltd. Among the Best Aggressive Growth Stocks to Buy According to Hedge Funds - Yahoo Finance | |
| The fund holds 99.34% of its assets under management (AUM) in equities |
- Analyzing Crawford Dividend'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 Crawford Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Crawford Dividend'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 Crawford Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crawford Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crawford Dividend's mutual fund. These opinions can provide insight into Crawford Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Crawford Mutual Fund
Crawford Dividend financial ratios help investors to determine whether Crawford 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 Crawford with respect to the benefits of owning Crawford Dividend security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |