Cutler Equity Fund Manager Performance Evaluation
| DIVHX Fund | USD 27.00 0.10 0.37% |
The fund shows a Beta (market volatility) of 0.7, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cutler Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cutler Equity is expected to be smaller as well.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Cutler Equity are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Cutler Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCutler |
Cutler Equity Relative Risk vs. Return Landscape
If you would invest 2,652 in Cutler Equity on December 21, 2024 and sell it today you would earn a total of 48.00 from holding Cutler Equity or generate 1.81% return on investment over 90 days. Cutler Equity is currently producing 0.0331% returns and takes up 0.7452% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Cutler, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cutler Equity Current Valuation
Fairly Valued
Today
Please note that Cutler Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cutler Equity shows a prevailing Real Value of $26.98 per share. The current price of the fund is $27.0. We determine the value of Cutler Equity 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 Cutler Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cutler Mutual Fund. However, Cutler Equity'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 27.0 | Real 26.98 | Hype 27.0 | Naive 27.05 |
The intrinsic value of Cutler Equity'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 Cutler Equity'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 Cutler Equity helps investors to forecast how Cutler 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 Cutler Equity more accurately as focusing exclusively on Cutler Equity's fundamentals will not take into account other important factors: Cutler Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cutler Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cutler Equity, and traders can use it to determine the average amount a Cutler Equity'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 = 0.0445
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DIVHX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Cutler Equity is performing at about 3% 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 Cutler Equity by adding it to a well-diversified portfolio.
Cutler Equity Fundamentals Growth
Cutler Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cutler Equity, and Cutler Equity 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 Cutler Mutual Fund performance.
| Total Asset | 169.82 M | |||
About Cutler Equity Performance
Evaluating Cutler Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cutler Equity 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 Cutler Equity 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.
In seeking to meet its investment objective, under normal conditions, at least 80 percent of its assets will be invested in a diversified portfolio of common stocks according to the investment style of the funds investment adviser. The fund typically invests in stocks of companies that have a total market capitalization of at least 10 billion and, in the Advisers opinion, have institutional ownership that is sufficiently broad to provide adequate liquidity suitable to the funds holdings.Things to note about Cutler Equity performance evaluation
Checking the ongoing alerts about Cutler Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cutler Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.89% of its assets under management (AUM) in equities |
- Analyzing Cutler Equity'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 Cutler Equity's stock is overvalued or undervalued compared to its peers.
- Examining Cutler Equity'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 Cutler Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cutler Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cutler Equity's mutual fund. These opinions can provide insight into Cutler Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cutler Mutual Fund
Cutler Equity financial ratios help investors to determine whether Cutler 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 Cutler with respect to the benefits of owning Cutler Equity security.
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