Chartwell Short Duration Fund Manager Performance Evaluation
| CWFIX Fund | USD 9.55 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0564, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Chartwell Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Chartwell Short is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Chartwell Short Duration are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Chartwell Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Carillon Chartwell Short Duration High Yield Fund Q3 2024 Commentary - Seeking Alpha | 12/26/2024 |
| Expense Ratio Date | 1st of May 2023 |
Chartwell |
Chartwell Short Relative Risk vs. Return Landscape
If you would invest 939.00 in Chartwell Short Duration on December 26, 2024 and sell it today you would earn a total of 16.00 from holding Chartwell Short Duration or generate 1.7% return on investment over 90 days. Chartwell Short Duration is currently producing 0.0282% returns and takes up 0.097% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Chartwell, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Chartwell Short Current Valuation
Overvalued
Today
Please note that Chartwell Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Chartwell Short Duration shows a prevailing Real Value of $8.77 per share. The current price of the fund is $9.55. We determine the value of Chartwell Short Duration 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 Chartwell Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Chartwell Mutual Fund. However, Chartwell Short'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 9.55 | Real 8.77 | Hype 9.55 | Naive 9.56 |
The intrinsic value of Chartwell Short'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 Chartwell Short'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 Chartwell Short Duration helps investors to forecast how Chartwell 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 Chartwell Short more accurately as focusing exclusively on Chartwell Short's fundamentals will not take into account other important factors: Chartwell Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chartwell Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Chartwell Short Duration, and traders can use it to determine the average amount a Chartwell Short'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 = 0.2907
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| CWFIX |
Based on monthly moving average Chartwell Short is performing at about 22% 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 Chartwell Short by adding it to a well-diversified portfolio.
Chartwell Short Fundamentals Growth
Chartwell Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Chartwell Short, and Chartwell Short 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 Chartwell Mutual Fund performance.
About Chartwell Short Performance
Evaluating Chartwell Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Chartwell Short 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 Chartwell Short 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 circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities. High yield debt securities, also referred to as junk bonds, are securities rated below the Baa3 category at the time of purchase or, if unrated, determined to be of comparable credit quality by the funds sub-adviser. It may invest up to 20 percent of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.Things to note about Chartwell Short Duration performance evaluation
Checking the ongoing alerts about Chartwell Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Chartwell Short Duration 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 95.85% of its assets under management (AUM) in fixed income securities |
- Analyzing Chartwell Short'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 Chartwell Short's stock is overvalued or undervalued compared to its peers.
- Examining Chartwell Short'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 Chartwell Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Chartwell Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Chartwell Short's mutual fund. These opinions can provide insight into Chartwell Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Chartwell Mutual Fund
Chartwell Short financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Short security.
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