Cornerstone Moderately Servative Fund Manager Performance Evaluation
| UCMCX Fund | USD 11.11 0.06 0.54% |
The fund shows a Beta (market volatility) of 0.24, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cornerstone Moderately's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cornerstone Moderately 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 Cornerstone Moderately Servative are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Cornerstone Moderately is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of July 2023 | |
| Expense Ratio | 1.1800 |
Cornerstone |
Cornerstone Moderately Relative Risk vs. Return Landscape
If you would invest 1,103 in Cornerstone Moderately Servative on September 2, 2024 and sell it today you would earn a total of 8.00 from holding Cornerstone Moderately Servative or generate 0.73% return on investment over 90 days. Cornerstone Moderately Servative is currently producing 0.0119% returns and takes up 0.3576% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Cornerstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cornerstone Moderately Current Valuation
Fairly Valued
Today
Please note that Cornerstone Moderately's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cornerstone Moderately shows a prevailing Real Value of $11.1 per share. The current price of the fund is $11.11. We determine the value of Cornerstone Moderately 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 Cornerstone Moderately is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cornerstone Mutual Fund. However, Cornerstone Moderately'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 11.11 | Real 11.1 | Hype 11.11 | Naive 11.17 |
The intrinsic value of Cornerstone Moderately'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 Cornerstone Moderately'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 Cornerstone Moderately Servative helps investors to forecast how Cornerstone 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 Cornerstone Moderately more accurately as focusing exclusively on Cornerstone Moderately's fundamentals will not take into account other important factors: Cornerstone Moderately Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cornerstone Moderately's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cornerstone Moderately Servative, and traders can use it to determine the average amount a Cornerstone Moderately'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 = 0.0333
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UCMCX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.01 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 Cornerstone Moderately 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 Cornerstone Moderately by adding it to a well-diversified portfolio.
Cornerstone Moderately Fundamentals Growth
Cornerstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cornerstone Moderately, and Cornerstone Moderately 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 Cornerstone Mutual Fund performance.
| Price To Earning | 16.57 X | ||||
| Price To Book | 1.71 X | ||||
| Price To Sales | 1.17 X | ||||
About Cornerstone Moderately Performance
Evaluating Cornerstone Moderately's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cornerstone Moderately 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 Cornerstone Moderately 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 in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 40 percent equity securities and 60 percent fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. The implementation of the asset allocation may involve the extensive use of equity and fixed-income ETFs.Things to note about Cornerstone Moderately performance evaluation
Checking the ongoing alerts about Cornerstone Moderately for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cornerstone Moderately help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 51.84% of its net assets in bonds |
- Analyzing Cornerstone Moderately'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 Cornerstone Moderately's stock is overvalued or undervalued compared to its peers.
- Examining Cornerstone Moderately'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 Cornerstone Moderately's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cornerstone Moderately's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cornerstone Moderately's mutual fund. These opinions can provide insight into Cornerstone Moderately's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Moderately financial ratios help investors to determine whether Cornerstone 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 Cornerstone with respect to the benefits of owning Cornerstone Moderately security.
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