Conestoga Small Cap Fund Manager Performance Evaluation
| CCASX Fund | USD 83.63 0.27 0.32% |
The fund shows a Beta (market volatility) of 1.42, 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
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Conestoga Small Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Conestoga Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Is Conestoga Small Cap Investors a Strong Mutual Fund Pick Right Now - Yahoo Finance | 11/15/2024 |
| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.1000 |
Conestoga |
Conestoga Small Relative Risk vs. Return Landscape
If you would invest 7,311 in Conestoga Small Cap on September 1, 2024 and sell it today you would earn a total of 1,052 from holding Conestoga Small Cap or generate 14.39% return on investment over 90 days. Conestoga Small Cap is currently producing 0.2171% returns and takes up 1.1862% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Conestoga, and 96% 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 $73.18 per share. The current price of the fund is $83.63. 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 83.63 | Real 73.18 | Hype 83.44 | Naive 83.53 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Conestoga Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Conestoga Small Cap, and traders can use it to determine the average amount a Conestoga Small'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 = 0.1831
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CCASX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Conestoga Small is performing at about 14% 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 Conestoga Small by adding it to a well-diversified portfolio.
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 | 761.13 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. Equity securities include American depositary receipts , convertible securities, foreign and domestic common and preferred stocks, rights and warrants.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.| Latest headline from news.google.com: Is Conestoga Small Cap Investors a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund generated three year return of 0.0% | |
| Conestoga Small Cap 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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