Cohen Steers Intl Fund Manager Performance Evaluation
| IRFRX Fund | USD 8.23 0.08 0.96% |
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, Cohen Steers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Cohen Steers is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Cohen Steers Intl has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.5000 |
Cohen |
Cohen Steers Relative Risk vs. Return Landscape
If you would invest 948.00 in Cohen Steers Intl on September 12, 2024 and sell it today you would lose (125.00) from holding Cohen Steers Intl or give up 13.19% of portfolio value over 90 days. Cohen Steers Intl is currently producing negative expected returns and takes up 0.8274% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Cohen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cohen Steers Current Valuation
Undervalued
Today
Please note that Cohen Steers' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Cohen Steers Intl shows a prevailing Real Value of $8.43 per share. The current price of the fund is $8.23. We determine the value of Cohen Steers Intl 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 Cohen Steers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cohen Mutual Fund. However, Cohen Steers' 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 8.23 | Real 8.43 | Hype 8.23 | Naive 8.17 |
The intrinsic value of Cohen Steers' 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 Cohen Steers' 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 Cohen Steers Intl helps investors to forecast how Cohen 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 Cohen Steers more accurately as focusing exclusively on Cohen Steers' fundamentals will not take into account other important factors: Cohen Steers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cohen Steers' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cohen Steers Intl, and traders can use it to determine the average amount a Cohen Steers' 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 = -0.2669
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| Negative Returns | IRFRX |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.27 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cohen Steers 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 Cohen Steers by adding Cohen Steers to a well-diversified portfolio.
Cohen Steers Fundamentals Growth
Cohen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cohen Steers, and Cohen Steers 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 Cohen Mutual Fund performance.
| Total Asset | 518.92 M | |||
About Cohen Steers Performance
Evaluating Cohen Steers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cohen Steers 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 Cohen Steers 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 invests at least 80 percent of its total assets in a portfolio of non-U.S. real estate equity securities. Real estate equity securities include common stocks, preferred stocks and other equity securities issued by real estate companies, including real estate investment trusts and similar REIT-like entities. It may invest up to 20 percent of its total assets in U.S. real estate equity securities, including U.S. REITs. The fund may invest up to 15 percent of its total assets in emerging market companies.Things to note about Cohen Steers Intl performance evaluation
Checking the ongoing alerts about Cohen Steers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cohen Steers Intl help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cohen Steers Intl generated a negative expected return over the last 90 days | |
| Cohen Steers Intl generated five year return of -4.0% | |
| This fund retains 93.53% of its assets under management (AUM) in equities |
- Analyzing Cohen Steers' 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 Cohen Steers' stock is overvalued or undervalued compared to its peers.
- Examining Cohen Steers' 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 Cohen Steers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cohen Steers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cohen Steers' mutual fund. These opinions can provide insight into Cohen Steers' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cohen Mutual Fund
Cohen Steers financial ratios help investors to determine whether Cohen 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 Cohen with respect to the benefits of owning Cohen Steers security.
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