Cornerstone Advisors Real Fund Manager Performance Evaluation
| CAREX Fund | USD 16.68 0.05 0.30% |
The fund shows a Beta (market volatility) of 0.89, which signifies possible diversification benefits within a given portfolio. Cornerstone Advisors returns are very sensitive to returns on the market. As the market goes up or down, Cornerstone Advisors is expected to follow.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Cornerstone Advisors Real are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Cornerstone Advisors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | PZ Cussons cuts dividend as FX volatility hammers profits - This is Money | 09/18/2024 |
| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 1.4000 |
Cornerstone |
Cornerstone Advisors Relative Risk vs. Return Landscape
If you would invest 1,614 in Cornerstone Advisors Real on September 4, 2024 and sell it today you would earn a total of 54.00 from holding Cornerstone Advisors Real or generate 3.35% return on investment over 90 days. Cornerstone Advisors Real is currently producing 0.0547% returns and takes up 0.8168% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Cornerstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cornerstone Advisors Current Valuation
Fairly Valued
Today
Please note that Cornerstone Advisors' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cornerstone Advisors Real shows a prevailing Real Value of $16.58 per share. The current price of the fund is $16.68. We determine the value of Cornerstone Advisors Real from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Cornerstone Advisors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cornerstone Mutual Fund. However, Cornerstone Advisors' 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 16.68 | Real 16.58 | Hype 16.68 | Naive 16.73 |
The intrinsic value of Cornerstone Advisors' 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, news, and other external factors that may influence Cornerstone Advisors' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Cornerstone Advisors Real helps investors to forecast how Cornerstone mutual 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 Cornerstone Advisors more accurately as focusing exclusively on Cornerstone Advisors' fundamentals will not take into account other important factors: Cornerstone Advisors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cornerstone Advisors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cornerstone Advisors Real, and traders can use it to determine the average amount a Cornerstone Advisors' 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 = 0.067
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| Cash | CAREX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Cornerstone Advisors is performing at about 5% 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 Cornerstone Advisors by adding it to a well-diversified portfolio.
Cornerstone Advisors Fundamentals Growth
Cornerstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cornerstone Advisors, and Cornerstone Advisors 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 Cornerstone Mutual Fund performance.
| Price To Earning | 15.33 X | ||||
| Price To Book | 1.41 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 17.08 M | ||||
About Cornerstone Advisors Performance
Evaluating Cornerstone Advisors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cornerstone Advisors 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 Cornerstone Advisors has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of companies that demonstrate a commitment to sustainability solutions. It may invest in equity securities issued by companies of any market capitalization located throughout the world, including the U.S.Things to note about Cornerstone Advisors Real performance evaluation
Checking the ongoing alerts about Cornerstone Advisors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cornerstone Advisors Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cornerstone Advisors Real generated five year return of 0.0% | |
| This fund holds about 10.15% of its assets under management (AUM) in cash |
- Analyzing Cornerstone Advisors' 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 Cornerstone Advisors' stock is overvalued or undervalued compared to its peers.
- Examining Cornerstone Advisors' 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 Cornerstone Advisors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cornerstone Advisors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cornerstone Advisors' mutual fund. These opinions can provide insight into Cornerstone Advisors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Advisors financial ratios help investors to determine whether Cornerstone 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 Cornerstone with respect to the benefits of owning Cornerstone Advisors security.
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