Mawer Canadien Obligations Fund Manager Performance Evaluation
| 0P00007174 | CAD 11.86 0.10 0.85% |
The fund secures a Beta (Market Risk) of 0.0991, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mawer Canadien's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mawer Canadien is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Mawer Canadien obligations are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Mawer Canadien is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 13.12 | |
| Fifty Two Week High | 14.26 | |
| Annual Report Expense Ratio | 0.67% |
Mawer |
Mawer Canadien Relative Risk vs. Return Landscape
If you would invest 1,174 in Mawer Canadien obligations on September 3, 2024 and sell it today you would earn a total of 12.00 from holding Mawer Canadien obligations or generate 1.02% return on investment over 90 days. Mawer Canadien obligations is generating 0.0165% of daily returns and assumes 0.3386% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Mawer, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Mawer Canadien Current Valuation
Fairly Valued
Today
Please note that Mawer Canadien's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mawer Canadien oblig secures a last-minute Real Value of C$11.83 per share. The latest price of the fund is C$11.86. We determine the value of Mawer Canadien oblig from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Mawer Canadien is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mawer Fund. However, Mawer Canadien'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 11.86 | Real 11.83 | Hype 11.86 | Naive 11.93 |
The real value of Mawer Fund, also known as its intrinsic value, is the underlying worth of Mawer Canadien oblig Fund, which is reflected in its stock price. It is based on Mawer Canadien's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Mawer Canadien'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 Mawer Canadien obligations helps investors to forecast how Mawer 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 Mawer Canadien more accurately as focusing exclusively on Mawer Canadien's fundamentals will not take into account other important factors: Mawer Canadien Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mawer Canadien's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Mawer Canadien obligations, and traders can use it to determine the average amount a Mawer Canadien'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 = 0.0486
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| Negative Returns | 0P00007174 |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Mawer Canadien is performing at about 3% 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 Mawer Canadien by adding it to a well-diversified portfolio.
Mawer Canadien Fundamentals Growth
Mawer Fund prices reflect investors' perceptions of the future prospects and financial health of Mawer Canadien, and Mawer Canadien 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 Mawer Fund performance.
| Total Asset | 2.72 B | |||
About Mawer Canadien Performance
By analyzing Mawer Canadien's fundamental ratios, stakeholders can gain valuable insights into Mawer Canadien's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Mawer Canadien 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 Mawer Canadien has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment objective of the Mawer Canadian Bond Fund is to invest for interest income and capital returns primarily from bonds and debentures of Canadian government and corporate issuers. Mawer Canadian is traded on Toronto Stock Exchange in Canada.Things to note about Mawer Canadien oblig performance evaluation
Checking the ongoing alerts about Mawer Canadien for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Mawer Canadien oblig 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 about 95.45% of its total net assets in fixed income securities |
- Analyzing Mawer Canadien'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 Mawer Canadien's stock is overvalued or undervalued compared to its peers.
- Examining Mawer Canadien'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 Mawer Canadien's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mawer Canadien's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Mawer Canadien's fund. These opinions can provide insight into Mawer Canadien's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mawer Fund
Mawer Canadien financial ratios help investors to determine whether Mawer 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 Mawer with respect to the benefits of owning Mawer Canadien security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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