Cb Large Cap Fund Manager Performance Evaluation
| CBLSX Fund | USD 10.79 0.03 0.28% |
The fund owns a Beta (Systematic Risk) of 0.62, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cb Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cb Large is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Cb Large Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Cb Large showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.5000 |
CBLSX |
Cb Large Relative Risk vs. Return Landscape
If you would invest 886.00 in Cb Large Cap on October 31, 2025 and sell it today you would earn a total of 193.00 from holding Cb Large Cap or generate 21.78% return on investment over 90 days. Cb Large Cap is currently producing 0.3434% returns and takes up 1.7698% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than CBLSX, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cb Large Current Valuation
Undervalued
Today
Please note that Cb Large's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Cb Large Cap owns a latest Real Value of $11.6 per share. The recent price of the fund is $10.79. We determine the value of Cb Large Cap from examining 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 future date, mutual fund prices and their ongoing real values will grow together.
Since Cb Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CBLSX Mutual Fund. However, Cb Large'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 10.79 | Real 11.6 | Hype 10.79 |
The intrinsic value of Cb Large'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, news, and other external factors that may influence Cb Large's 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 Cb Large Cap helps investors to forecast how CBLSX 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 Cb Large more accurately as focusing exclusively on Cb Large's fundamentals will not take into account other important factors: Cb Large Target Price Odds to finish over Current Price
The tendency of CBLSX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.79 | 90 days | 10.79 | about 8.6 |
Based on a normal probability distribution, the odds of Cb Large to move above the current price in 90 days from now is about 8.6 (This Cb Large Cap probability density function shows the probability of CBLSX Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Cb Large has a beta of 0.62 suggesting as returns on the market go up, Cb Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Cb Large Cap will be expected to be much smaller as well. Additionally Cb Large Cap has an alpha of 0.2337, implying that it can generate a 0.23 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Cb Large Price Density |
| Price |
Predictive Modules for Cb Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Cb Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Cb Large's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Cb Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Cb Large is not an exception. The market had few large corrections towards the Cb Large's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Cb Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Cb Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 0.62 | |
σ | Overall volatility | 0.82 | |
Ir | Information ratio | 0.12 |
Cb Large Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Cb Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Cb Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 98.32% of its assets under management (AUM) in equities |
Cb Large Fundamentals Growth
CBLSX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cb Large, and Cb Large 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 CBLSX Mutual Fund performance.
| Price To Earning | 16.43 X | |||
| Price To Book | 2.10 X | |||
| Price To Sales | 1.07 X | |||
| Total Asset | 108.46 M | |||
About Cb Large Performance
Evaluating Cb Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cb Large 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 Cb Large 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.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the CB Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of large-capitalization companies, which is defined as companies with market capitalizations within the range of the Russell 1000 Index at the time of purchase.Things to note about Cb Large Cap performance evaluation
Checking the ongoing alerts about Cb Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cb Large Cap 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 98.32% of its assets under management (AUM) in equities |
- Analyzing Cb Large'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 Cb Large's stock is overvalued or undervalued compared to its peers.
- Examining Cb Large'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 Cb Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cb Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cb Large's mutual fund. These opinions can provide insight into Cb Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CBLSX Mutual Fund
Cb Large financial ratios help investors to determine whether CBLSX 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 CBLSX with respect to the benefits of owning Cb Large security.
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