Conestoga Small Cap Fund Manager Performance Evaluation
| CCASX Fund | USD 68.76 0.66 0.95% |
The fund shows a Beta (market volatility) of 1.27, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Conestoga Small will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Conestoga Small Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Conestoga Small may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 1.1000 |
Conestoga |
Conestoga Small Relative Risk vs. Return Landscape
If you would invest 6,380 in Conestoga Small Cap on October 29, 2025 and sell it today you would earn a total of 496.00 from holding Conestoga Small Cap or generate 7.77% return on investment over 90 days. Conestoga Small Cap is currently producing 0.1323% returns and takes up 1.4047% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Conestoga, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Conestoga Small Current Valuation
Overvalued
Today
Please note that Conestoga Small's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Conestoga Small Cap shows a prevailing Real Value of $62.48 per share. The current price of the fund is $68.76. We determine the value of Conestoga Small Cap 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 Conestoga Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Conestoga Mutual Fund. However, Conestoga Small'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 68.76 | Real 62.48 | Hype 69.45 | Naive 70.2 |
The intrinsic value of Conestoga Small'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 Conestoga Small'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 Conestoga Small Cap helps investors to forecast how Conestoga 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 Conestoga Small more accurately as focusing exclusively on Conestoga Small's fundamentals will not take into account other important factors: Conestoga Small Target Price Odds to finish over Current Price
The tendency of Conestoga 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 |
| 68.76 | 90 days | 68.76 | about 13.9 |
Based on a normal probability distribution, the odds of Conestoga Small to move above the current price in 90 days from now is about 13.9 (This Conestoga Small Cap probability density function shows the probability of Conestoga Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.27 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Conestoga Small will likely underperform. Additionally Conestoga Small Cap has an alpha of 0.0346, implying that it can generate a 0.0346 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Conestoga Small Price Density |
| Price |
Predictive Modules for Conestoga Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Conestoga Small 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 Conestoga Small'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.
Conestoga Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Conestoga Small is not an exception. The market had few large corrections towards the Conestoga Small'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 Conestoga Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Conestoga Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 1.27 | |
σ | Overall volatility | 3.07 | |
Ir | Information ratio | 0.04 |
Conestoga Small 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 Conestoga Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Conestoga Small 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 96.05% of its assets under management (AUM) in equities |
Conestoga Small Fundamentals Growth
Conestoga Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Conestoga Small, and Conestoga Small 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 Conestoga Mutual Fund performance.
| Price To Earning | 38.73 X | ||||
| Price To Book | 4.66 X | ||||
| Price To Sales | 4.00 X | ||||
| Total Asset | 432.96 M | ||||
About Conestoga Small Performance
Evaluating Conestoga Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Conestoga Small 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 Conestoga Small 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 market circumstances, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. Conestoga Small is traded on NASDAQ Exchange in the United States.Things to note about Conestoga Small Cap performance evaluation
Checking the ongoing alerts about Conestoga Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Conestoga Small 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 96.05% of its assets under management (AUM) in equities |
- Analyzing Conestoga Small'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 Conestoga Small's stock is overvalued or undervalued compared to its peers.
- Examining Conestoga Small'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 Conestoga Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Conestoga Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Conestoga Small's mutual fund. These opinions can provide insight into Conestoga Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Conestoga Mutual Fund
Conestoga Small financial ratios help investors to determine whether Conestoga 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 Conestoga with respect to the benefits of owning Conestoga Small security.
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