Copeland International Small Fund Manager Performance Evaluation
| CISAX Fund | USD 7.91 0.02 0.25% |
The fund shows a Beta (market volatility) of 0.69, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Copeland International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Copeland International is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Copeland International Small are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Copeland International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCopeland |
Copeland International Relative Risk vs. Return Landscape
If you would invest 756.00 in Copeland International Small on December 26, 2024 and sell it today you would earn a total of 35.00 from holding Copeland International Small or generate 4.63% return on investment over 90 days. Copeland International Small is currently producing 0.0797% returns and takes up 0.931% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Copeland, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Copeland International Current Valuation
Fairly Valued
Today
Please note that Copeland International's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Copeland International shows a prevailing Real Value of $8.03 per share. The current price of the fund is $7.91. We determine the value of Copeland 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 Copeland International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Copeland Mutual Fund. However, Copeland 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 7.91 | Real 8.03 | Hype 7.91 | Naive 7.97 |
The intrinsic value of Copeland 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 Copeland 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 Copeland International Small helps investors to forecast how Copeland 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 Copeland International more accurately as focusing exclusively on Copeland International's fundamentals will not take into account other important factors: Copeland International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Copeland International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Copeland International Small, and traders can use it to determine the average amount a Copeland 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 = 0.0856
| Best Portfolio | Best Equity | |||
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| Cash | CISAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.08 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 Copeland International 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 Copeland International by adding it to a well-diversified portfolio.
Copeland International Fundamentals Growth
Copeland Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Copeland International, and Copeland 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 Copeland Mutual Fund performance.
| Total Asset | 267.83 K | ||||
About Copeland International Performance
Evaluating Copeland International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Copeland 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 Copeland 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 is primarily composed of common stocks, American Depositary Receipts , real estate investment trusts of international companies or entities, Master Limited Partnerships and cash equivalents. Copeland International is traded on NASDAQ Exchange in the United States.Things to note about Copeland International performance evaluation
Checking the ongoing alerts about Copeland International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Copeland 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 105.16% of its assets under management (AUM) in equities |
- Analyzing Copeland 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 Copeland International's stock is overvalued or undervalued compared to its peers.
- Examining Copeland 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 Copeland International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Copeland International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Copeland International's mutual fund. These opinions can provide insight into Copeland International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Copeland Mutual Fund
Copeland International financial ratios help investors to determine whether Copeland 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 Copeland with respect to the benefits of owning Copeland International security.
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