Conestoga Mid Cap Fund Manager Performance Evaluation
| CCMMX Fund | USD 10.25 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.81, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Conestoga Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Conestoga Mid is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in Conestoga Mid Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Conestoga Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreConestoga |
Conestoga Mid Relative Risk vs. Return Landscape
If you would invest 979.00 in Conestoga Mid Cap on August 30, 2024 and sell it today you would earn a total of 46.00 from holding Conestoga Mid Cap or generate 4.7% return on investment over 90 days. Conestoga Mid Cap is currently producing 0.075% returns and takes up 0.8063% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Conestoga, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Conestoga Mid Current Valuation
Fairly Valued
Today
Please note that Conestoga Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Conestoga Mid Cap shows a prevailing Real Value of $10.16 per share. The current price of the fund is $10.25. We determine the value of Conestoga Mid 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Conestoga Mutual Fund. However, Conestoga Mid'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 10.25 | Real 10.16 | Hype 10.25 | Naive 10.27 |
The intrinsic value of Conestoga Mid'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 Mid'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 Mid 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 Mid more accurately as focusing exclusively on Conestoga Mid's fundamentals will not take into account other important factors: Conestoga Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Conestoga Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Conestoga Mid Cap, and traders can use it to determine the average amount a Conestoga Mid'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 = 0.093
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| Cash | CCMMX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Conestoga Mid is performing at about 7% 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 Mid by adding it to a well-diversified portfolio.
Conestoga Mid Fundamentals Growth
Conestoga Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Conestoga Mid, and Conestoga Mid 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.
| Total Asset | 1.76 M | ||||
About Conestoga Mid Performance
Evaluating Conestoga Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Conestoga Mid 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 Mid 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 mid market capitalization companies. Equity securities include American depositary receipts , convertible securities, foreign and domestic common and preferred stocks, rights and warrants. While there is no limit on investing in foreign securities, the advisor does not expect investment in foreign securities to exceed 20 percent of the funds total assets.Things to note about Conestoga Mid Cap performance evaluation
Checking the ongoing alerts about Conestoga Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Conestoga Mid 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 98.97% of its assets under management (AUM) in equities |
- Analyzing Conestoga Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Conestoga Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Conestoga Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Conestoga Mid's mutual fund. These opinions can provide insight into Conestoga Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Conestoga Mutual Fund
Conestoga Mid 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 Mid security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |