Credit Suisse Strategic Fund Manager Performance Evaluation

CSOIX Fund  USD 9.58  0.01  0.10%   
The fund shows a Beta (market volatility) of 0.0152, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Credit Suisse's returns are expected to increase less than the market. However, during the bear market, the loss of holding Credit Suisse is expected to be smaller as well.

Risk-Adjusted Performance

16 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Credit Suisse Strategic are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Credit Suisse 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 Date28th of February 2023
Expense Ratio0.7900
  

Credit Suisse Relative Risk vs. Return Landscape

If you would invest  942.00  in Credit Suisse Strategic on September 11, 2024 and sell it today you would earn a total of  16.00  from holding Credit Suisse Strategic or generate 1.7% return on investment over 90 days. Credit Suisse Strategic is currently producing 0.0268% returns and takes up 0.1256% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Credit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Credit Suisse is expected to generate 5.02 times less return on investment than the market. But when comparing it to its historical volatility, the company is 5.86 times less risky than the market. It trades about 0.21 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.18 of returns per unit of risk over similar time horizon.

Credit Suisse Current Valuation

Overvalued
Today
9.58
Please note that Credit Suisse's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Credit Suisse Strategic shows a prevailing Real Value of $8.8 per share. The current price of the fund is $9.58. We determine the value of Credit Suisse Strategic 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 Credit Suisse is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Credit Mutual Fund. However, Credit Suisse'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  9.58 Real  8.8 Hype  9.58 Naive  9.58
The intrinsic value of Credit Suisse'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 Credit Suisse'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.
8.80
Real Value
10.54
Upside
Estimating the potential upside or downside of Credit Suisse Strategic helps investors to forecast how Credit 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 Credit Suisse more accurately as focusing exclusively on Credit Suisse's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.569.579.58
Details
Hype
Prediction
LowEstimatedHigh
9.459.589.71
Details
Naive
Forecast
LowNext ValueHigh
9.459.589.70
Details

Credit Suisse Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Credit Suisse's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Credit Suisse Strategic, and traders can use it to determine the average amount a Credit Suisse'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 = 0.2135

Best PortfolioBest Equity
Good Returns
Average Returns
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CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsCSOIX

Estimated Market Risk

 0.13
  actual daily
1
99% of assets are more volatile

Expected Return

 0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.21
  actual daily
16
84% of assets perform better
Based on monthly moving average Credit Suisse is performing at about 16% 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 Credit Suisse by adding it to a well-diversified portfolio.

Credit Suisse Fundamentals Growth

Credit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Credit Suisse, and Credit Suisse 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 Credit Mutual Fund performance.

About Credit Suisse Performance

Evaluating Credit Suisse's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Credit Suisse 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 Credit Suisse 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 pursues its investment objective of total return by investing in a portfolio of debt instruments. Strategic in the funds name means that the fund seeks both current income and capital appreciation as elements of total return. In seeking to achieve its investment objective, it may adjust its portfolios exposure among the various types of debt instruments based on market conditions and outlook.

Things to note about Credit Suisse Strategic performance evaluation

Checking the ongoing alerts about Credit Suisse for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Credit Suisse Strategic 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 about 16.82% of its assets under management (AUM) in fixed income securities
Evaluating Credit Suisse's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Credit Suisse's mutual fund performance include:
  • Analyzing Credit Suisse'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 Credit Suisse's stock is overvalued or undervalued compared to its peers.
  • Examining Credit Suisse'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 Credit Suisse's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Credit Suisse's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Credit Suisse's mutual fund. These opinions can provide insight into Credit Suisse's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Credit Suisse's mutual fund performance is not an exact science, and many factors can impact Credit Suisse's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Credit Mutual Fund

Credit Suisse financial ratios help investors to determine whether Credit 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 Credit with respect to the benefits of owning Credit Suisse security.
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