Chartwell Small Cap 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 Small are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Chartwell Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Chartwell Small 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 Small Relative Risk vs. Return Landscape
If you would invest (100.00) in Chartwell Small Cap on October 9, 2024 and sell it today you would earn a total of 100.00 from holding Chartwell Small Cap or generate -100.0% return on investment over 90 days. Chartwell Small Cap 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 Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chartwell Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Chartwell Small Cap, and traders can use it to determine the average amount a Chartwell Small'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 Small 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 Small by adding Chartwell Small to a well-diversified portfolio.
Chartwell Small Fundamentals Growth
Chartwell Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Chartwell Small, and Chartwell Small 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.
Things to note about Chartwell Small Cap performance evaluation
Checking the ongoing alerts about Chartwell Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Chartwell Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Chartwell Small Cap is not yet fully synchronised with the market data | |
| Chartwell Small Cap has some characteristics of a very speculative penny stock | |
| Chartwell Small Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 99.93% of its assets under management (AUM) in equities |
- Analyzing Chartwell Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Chartwell Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Chartwell Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Chartwell Small's mutual fund. These opinions can provide insight into Chartwell Small'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 real. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Other Consideration for investing in Chartwell Mutual Fund
If you are still planning to invest in Chartwell Small Cap 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 Small's history and understand the potential risks before investing.
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