Chn Strs Insti Fund Manager Performance Evaluation
| GRSIX Fund | USD 9.68 0.03 0.31% |
The fund shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Chn Strs' returns are expected to increase less than the market. However, during the bear market, the loss of holding Chn Strs is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Chn Strs Insti are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Chn Strs is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0000 |
Chn |
Chn Strs Relative Risk vs. Return Landscape
If you would invest 958.00 in Chn Strs Insti on September 2, 2024 and sell it today you would earn a total of 10.00 from holding Chn Strs Insti or generate 1.04% return on investment over 90 days. Chn Strs Insti is currently producing 0.0186% returns and takes up 0.6974% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Chn, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Chn Strs Current Valuation
Fairly Valued
Today
Please note that Chn Strs' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Chn Strs Insti shows a prevailing Real Value of $9.7 per share. The current price of the fund is $9.68. We determine the value of Chn Strs Insti 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 Chn Strs is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Chn Mutual Fund. However, Chn Strs' 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 9.68 | Real 9.7 | Hype 9.68 | Naive 9.84 |
The intrinsic value of Chn Strs' 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 Chn Strs' 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 Chn Strs Insti helps investors to forecast how Chn 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 Chn Strs more accurately as focusing exclusively on Chn Strs' fundamentals will not take into account other important factors: Chn Strs Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chn Strs' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Chn Strs Insti, and traders can use it to determine the average amount a Chn Strs' 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 = 0.0267
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GRSIX |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Chn Strs is performing at about 2% 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 Chn Strs by adding it to a well-diversified portfolio.
Chn Strs Fundamentals Growth
Chn Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Chn Strs, and Chn Strs 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 Chn Mutual Fund performance.
| Price To Earning | 20.14 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 5.44 X | ||||
| Total Asset | 501.97 M | ||||
About Chn Strs Performance
Evaluating Chn Strs' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Chn Strs 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 Chn Strs 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 seeks to invest at least 80 percent of its net assets, plus borrowings for investment purposes, in publicly traded equity securities of global renewables and sustainable infrastructure companies listed on a domestic or foreign exchange, throughout the world, including the U.S. The funds investments in GRSI companies include equity securities of U.S. and non-U.S. companies that have at least 50 percent of their assets, income, earnings, sales, or profits committed to, or derived from renewables and sustainable infrastructure.Things to note about Chn Strs Insti performance evaluation
Checking the ongoing alerts about Chn Strs for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Chn Strs Insti help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -5.0% | |
| Chn Strs Insti retains 95.34% of its assets under management (AUM) in equities |
- Analyzing Chn Strs' 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 Chn Strs' stock is overvalued or undervalued compared to its peers.
- Examining Chn Strs' 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 Chn Strs' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Chn Strs' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Chn Strs' mutual fund. These opinions can provide insight into Chn Strs' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Chn Mutual Fund
Chn Strs financial ratios help investors to determine whether Chn 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 Chn with respect to the benefits of owning Chn Strs security.
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