Concorde Wealth Management Fund Alpha and Beta Analysis
| CONWX Fund | USD 19.96 0.05 0.25% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Concorde Wealth Management. It also helps investors analyze the systematic and unsystematic risks associated with investing in Concorde Wealth over a specified time horizon. Remember, high Concorde Wealth's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Concorde Wealth's market risk premium analysis include:
Beta 0.33 | Alpha 0.0708 | Risk 0.44 | Sharpe Ratio 0.26 | Expected Return 0.12 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Concorde |
Concorde Wealth Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Concorde Wealth market risk premium is the additional return an investor will receive from holding Concorde Wealth long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Concorde Wealth. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Concorde Wealth's performance over market.| α | 0.07 | β | 0.33 |
Concorde Wealth expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Concorde Wealth's Buy-and-hold return. Our buy-and-hold chart shows how Concorde Wealth performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Concorde Wealth Market Price Analysis
Market price analysis indicators help investors to evaluate how Concorde Wealth mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Concorde Wealth shares will generate the highest return on investment. By understating and applying Concorde Wealth mutual fund market price indicators, traders can identify Concorde Wealth position entry and exit signals to maximize returns.
Concorde Wealth Return and Market Media
The median price of Concorde Wealth for the period between Sat, Oct 25, 2025 and Fri, Jan 23, 2026 is 19.08 with a coefficient of variation of 1.94. The daily time series for the period is distributed with a sample standard deviation of 0.37, arithmetic mean of 19.1, and mean deviation of 0.3. The Fund received some media coverage during the period. Price Growth (%) |
| Timeline |
About Concorde Wealth Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Concorde or other funds. Alpha measures the amount that position in Concorde Wealth Mana has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Concorde Wealth in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Concorde Wealth's short interest history, or implied volatility extrapolated from Concorde Wealth options trading.
Build Portfolio with Concorde Wealth
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Other Information on Investing in Concorde Mutual Fund
Concorde Wealth financial ratios help investors to determine whether Concorde 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 Concorde with respect to the benefits of owning Concorde Wealth security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |