Chartwell Small Cap Fund Price on February 8, 2023
| CWSGX Fund | USD 19.28 0.13 0.67% |
Below is the normalized historical share price chart for Chartwell Small Cap extending back to June 16, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Chartwell Small stands at 19.28, as last reported on the 29th of November, with the highest price reaching 19.28 and the lowest price hitting 19.28 during the day.
If you're considering investing in Chartwell Mutual Fund, it is important to understand the factors that can impact its price. Chartwell Small appears to be very steady, given 3 months investment horizon. Chartwell Small Cap secures Sharpe Ratio (or Efficiency) of 0.22, which signifies that the fund had a 0.22% return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Chartwell Small Cap, which you can use to evaluate the volatility of the entity. Please makes use of Chartwell Small's mean deviation of 0.9762, and Risk Adjusted Performance of 0.1247 to double-check if our risk estimates are consistent with your expectations.
Chartwell Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Chartwell |
Sharpe Ratio = 0.2228
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| Small Returns | CWSGX | |||
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Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Chartwell Small is performing at about 17% 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 Chartwell Small by adding it to a well-diversified portfolio.
Chartwell Small Valuation on February 8, 2023
It is possible to determine the worth of Chartwell Small on a given historical date. On February 8, 2023 Chartwell was worth 11.65 at the beginning of the trading date compared to the closed value of 11.65. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Chartwell Small mutual fund. Still, in general, we apply an absolute valuation method to find Chartwell Small's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Chartwell Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Chartwell Small's related companies.
| Open | High | Low | Close | Volume | |
| 11.85 | 11.85 | 11.85 | 11.85 | 1.00 | |
02/08/2023 | 11.65 | 11.65 | 11.65 | 11.65 | 1.00 |
| 11.57 | 11.57 | 11.57 | 11.57 | 1.00 |
| Backtest Chartwell Small | | | Chartwell Small History | | | Chartwell Small Valuation | Previous | Next |
Chartwell Small Trading Date Momentum on February 8, 2023
| On February 09 2023 Chartwell Small Cap was traded for 11.57 at the closing time. The highest daily price throughout the period was 11.57 and the lowest price was 11.57 . There was no trading activity during the period 1.0. Lack of trading volume on 02/09/2023 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.69% . The overall trading delta to current closing price is 1.20% . |
Chartwell Small Cap Fundamentals Correlations and Trends
By evaluating Chartwell Small's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Chartwell Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Chartwell financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Chartwell Small Mutual Fund history
Chartwell Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Chartwell is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Chartwell Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Chartwell Small stock prices may prove useful in developing a viable investing in Chartwell Small
The fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.
Chartwell Small Mutual Fund Technical Analysis
Chartwell Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Chartwell Small Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Chartwell Small Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Chartwell Small November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Chartwell Small 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 Chartwell Small shares will generate the highest return on investment. By undertsting and applying Chartwell Small mutual fund market strength indicators, traders can identify Chartwell Small Cap entry and exit signals to maximize returns
Chartwell Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Chartwell Small's price direction in advance. Along with the technical and fundamental analysis of Chartwell Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Chartwell to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1247 | |||
| Jensen Alpha | 0.0375 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0611 | |||
| Treynor Ratio | 0.1427 |
| Cycle Indicators | ||
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| Math Transform | ||
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| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Chartwell Mutual Fund
Chartwell Small financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Small security.
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