Curasset Capital Management Fund Manager Performance Evaluation
| CMBEX Fund | USD 8.80 0.02 0.23% |
The fund shows a Beta (market volatility) of 0.0419, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Curasset Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Curasset Capital is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Curasset Capital Management has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Curasset Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3600 |
Curasset |
Curasset Capital Relative Risk vs. Return Landscape
If you would invest 902.00 in Curasset Capital Management on October 6, 2024 and sell it today you would lose (22.00) from holding Curasset Capital Management or give up 2.44% of portfolio value over 90 days. Curasset Capital Management is currently producing negative expected returns and takes up 0.2899% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Curasset, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Curasset Capital Current Valuation
Fairly Valued
Today
Please note that Curasset Capital's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Curasset Capital Man shows a prevailing Real Value of $8.83 per share. The current price of the fund is $8.8. We determine the value of Curasset Capital Man 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 Curasset Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Curasset Mutual Fund. However, Curasset Capital'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 8.8 | Real 8.83 | Hype 8.8 |
The intrinsic value of Curasset Capital'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 Curasset Capital'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 Curasset Capital Management helps investors to forecast how Curasset 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 Curasset Capital more accurately as focusing exclusively on Curasset Capital's fundamentals will not take into account other important factors: Curasset Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Curasset Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Curasset Capital Management, and traders can use it to determine the average amount a Curasset Capital'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 = -0.1338
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CMBEX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Curasset Capital 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 Curasset Capital by adding Curasset Capital to a well-diversified portfolio.
Curasset Capital Fundamentals Growth
Curasset Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Curasset Capital, and Curasset Capital 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 Curasset Mutual Fund performance.
About Curasset Capital Performance
Evaluating Curasset Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Curasset Capital 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 Curasset Capital 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 market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in investment-grade debt securities . A debt security is a security representing money borrowed by the issuer that must be repaid.Things to note about Curasset Capital Man performance evaluation
Checking the ongoing alerts about Curasset Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Curasset Capital Man help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Curasset Capital Man generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% |
- Analyzing Curasset Capital'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 Curasset Capital's stock is overvalued or undervalued compared to its peers.
- Examining Curasset Capital'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 Curasset Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Curasset Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Curasset Capital's mutual fund. These opinions can provide insight into Curasset Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Curasset Mutual Fund
Curasset Capital financial ratios help investors to determine whether Curasset 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 Curasset with respect to the benefits of owning Curasset Capital security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |