Chartwell Short Duration Manager Performance
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Chartwell Short are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Chartwell Short Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Chartwell Short 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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Chartwell Short Relative Risk vs. Return Landscape
If you would invest (100.00) in Chartwell Short Duration on December 17, 2024 and sell it today you would earn a total of 100.00 from holding Chartwell Short Duration or generate -100.0% return on investment over 90 days. Chartwell Short Duration is currently producing negative expected returns and takes up 0.0% 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 |
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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 = 0.0
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Based on monthly moving average Chartwell Short 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 Chartwell Short by adding Chartwell Short 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.
| Total Asset | 5.95 M | |||
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.| Chartwell Short is not yet fully synchronised with the market data | |
| Chartwell Short has some characteristics of a very speculative penny stock | |
| Chartwell Short has a very high chance of going through financial distress in the upcoming years | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Other Consideration for investing in Chartwell Mutual Fund
If you are still planning to invest in Chartwell Short Duration check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Chartwell Short's history and understand the potential risks before investing.
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