Causeway International Small Fund Manager Performance Evaluation
| CIISX Fund | USD 15.45 0.21 1.38% |
The fund shows a Beta (market volatility) of 0.46, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Causeway International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Causeway International is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Causeway International Small are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Causeway International 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 | 27th of January 2023 | |
| Expense Ratio | 1.1000 |
Causeway |
Causeway International Relative Risk vs. Return Landscape
If you would invest 1,508 in Causeway International Small on September 5, 2024 and sell it today you would earn a total of 37.00 from holding Causeway International Small or generate 2.45% return on investment over 90 days. Causeway International Small is currently producing 0.0412% returns and takes up 0.8256% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Causeway, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Causeway International Current Valuation
Fairly Valued
Today
Please note that Causeway International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Causeway International shows a prevailing Real Value of $15.44 per share. The current price of the fund is $15.45. We determine the value of Causeway International 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 Causeway International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Causeway Mutual Fund. However, Causeway International'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 15.45 | Real 15.44 | Hype 15.45 | Naive 15.54 |
The intrinsic value of Causeway International'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 Causeway International'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 Causeway International Small helps investors to forecast how Causeway 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 Causeway International more accurately as focusing exclusively on Causeway International's fundamentals will not take into account other important factors: Causeway International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Causeway International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Causeway International Small, and traders can use it to determine the average amount a Causeway International'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 = 0.0499
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CIISX |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Causeway International is performing at about 3% 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 Causeway International by adding it to a well-diversified portfolio.
Causeway International Fundamentals Growth
Causeway Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Causeway International, and Causeway International 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 Causeway Mutual Fund performance.
| Price To Earning | 10.43 X | ||||
| Price To Book | 1.15 X | ||||
| Price To Sales | 0.53 X | ||||
| Total Asset | 100.55 M | ||||
About Causeway International Performance
Evaluating Causeway International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Causeway International 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 Causeway International 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 companies with smaller market capitalizations located in developed and emerging markets outside the U.S. The fund normally invests at least 80 percent of its total assets in equity securities of companies with smaller market capitalizations. Smaller market capitalization companies have market capitalizations that do not exceed the highest market capitalization of a company included in the funds benchmark, the MSCI ACWI ex USA Small Cap Index , at the time of purchase.Things to note about Causeway International performance evaluation
Checking the ongoing alerts about Causeway International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Causeway International 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 96.81% of its assets under management (AUM) in equities |
- Analyzing Causeway International'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 Causeway International's stock is overvalued or undervalued compared to its peers.
- Examining Causeway International'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 Causeway International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Causeway International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Causeway International's mutual fund. These opinions can provide insight into Causeway International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Causeway Mutual Fund
Causeway International financial ratios help investors to determine whether Causeway 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 Causeway with respect to the benefits of owning Causeway International security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |