Catholic Values Financials
| CFVYX Fund | USD 8.58 0.01 0.12% |
Catholic |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Catholic Values Fund Summary
Catholic Values competes with Jennison Natural, Goehring Rozencwajg, Oil Gas, Franklin Natural, and Hennessy. The fund invests at least 80 percent of the funds net assets in a diversified portfolio of bonds and other debt obligations of varying maturities. It seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns that may include protecting human life promoting human dignity reducing arms production pursuing economic justice protecting the environment, and encouraging corporate responsibility.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | SEI Catholic Values |
| Mutual Fund Family | SEI |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 342 5734 |
| Currency | USD - US Dollar |
Catholic Values Key Financial Ratios
Catholic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catholic Values's current stock value. Our valuation model uses many indicators to compare Catholic Values value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catholic Values competition to find correlations between indicators driving Catholic Values's intrinsic value. More Info.Catholic Values Fixed is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 529.39 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Catholic Values' earnings, one of the primary drivers of an investment's value.Catholic Values Fixed Systematic Risk
Catholic Values' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Catholic Values volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Catholic Values Fixed correlated with the market. If Beta is less than 0 Catholic Values generally moves in the opposite direction as compared to the market. If Catholic Values Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Catholic Values Fixed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Catholic Values is generally in the same direction as the market. If Beta > 1 Catholic Values moves generally in the same direction as, but more than the movement of the benchmark.
Catholic Values November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Catholic Values help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Catholic Values Fixed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Catholic Values Fixed based on widely used predictive technical indicators. In general, we focus on analyzing Catholic Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Catholic Values's daily price indicators and compare them against related drivers.
| Information Ratio | (0.56) | |||
| Maximum Drawdown | 1.25 | |||
| Value At Risk | (0.58) | |||
| Potential Upside | 0.4551 |
Other Information on Investing in Catholic Mutual Fund
Catholic Values financial ratios help investors to determine whether Catholic 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 Catholic with respect to the benefits of owning Catholic Values security.
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