Ci Global Alpha Fund Manager Performance Evaluation
| 0P000070HA | CAD 103.99 1.02 0.97% |
The fund owns a Beta (Systematic Risk) of 0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, CI Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding CI Global is expected to be smaller as well.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in CI Global Alpha are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat unfluctuating basic indicators, CI Global sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week Low | 37.67 | |
| Fifty Two Week High | 63.15 | |
| Annual Report Expense Ratio | 2.38% |
0P000070HA |
CI Global Relative Risk vs. Return Landscape
If you would invest 8,415 in CI Global Alpha on September 1, 2024 and sell it today you would earn a total of 1,984 from holding CI Global Alpha or generate 23.58% return on investment over 90 days. CI Global Alpha is generating 0.3504% of daily returns and assumes 1.307% volatility on return distribution over the 90 days horizon. Simply put, 11% of funds are less volatile than 0P000070HA, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CI Global Current Valuation
Undervalued
Today
Please note that CI Global's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. CI Global Alpha owns a latest Real Value of C$109.65 per share. The recent price of the fund is C$103.99. We determine the value of CI Global Alpha from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, sooner or later, fund prices and their ongoing real values will grow together.
Since CI Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P000070HA Fund. However, CI Global'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 103.99 | Real 109.65 | Hype 103.99 | Naive 102.76 |
The real value of 0P000070HA Fund, also known as its intrinsic value, is the underlying worth of CI Global Alpha Fund, which is reflected in its stock price. It is based on CI Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of CI Global'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, or news.
Estimating the potential upside or downside of CI Global Alpha helps investors to forecast how 0P000070HA 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 CI Global more accurately as focusing exclusively on CI Global's fundamentals will not take into account other important factors: CI Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CI Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CI Global Alpha, and traders can use it to determine the average amount a CI Global'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 = 0.2681
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | 0P000070HA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.31 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.35 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average CI Global is performing at about 21% 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 CI Global by adding it to a well-diversified portfolio.
CI Global Fundamentals Growth
0P000070HA Fund prices reflect investors' perceptions of the future prospects and financial health of CI Global, and CI Global 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 0P000070HA Fund performance.
| Total Asset | 356.32 M | |||
About CI Global Performance
By analyzing CI Global's fundamental ratios, stakeholders can gain valuable insights into CI Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CI Global 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 CI Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
This funds objective is to obtain maximum longterm capital growth. Signature Global is traded on Toronto Stock Exchange in Canada.Things to note about CI Global Alpha performance evaluation
Checking the ongoing alerts about CI Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CI Global Alpha help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 97.05% of its total net assets in equities |
- Analyzing CI Global'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 CI Global's stock is overvalued or undervalued compared to its peers.
- Examining CI Global'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 CI Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CI Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CI Global's fund. These opinions can provide insight into CI Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in 0P000070HA Fund
CI Global financial ratios help investors to determine whether 0P000070HA 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 0P000070HA with respect to the benefits of owning CI Global security.
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