Causeway Emerging Markets Fund Manager Performance Evaluation
| CEMVX Fund | USD 11.44 0.05 0.44% |
The fund shows a Beta (market volatility) of 0.43, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Causeway Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Causeway Emerging is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Causeway Emerging Markets are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Causeway Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.3600 |
Causeway |
Causeway Emerging Relative Risk vs. Return Landscape
If you would invest 1,132 in Causeway Emerging Markets on September 1, 2024 and sell it today you would earn a total of 12.00 from holding Causeway Emerging Markets or generate 1.06% return on investment over 90 days. Causeway Emerging Markets is currently producing 0.0219% returns and takes up 1.0478% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Causeway, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Causeway Emerging Current Valuation
Fairly Valued
Today
Please note that Causeway Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Causeway Emerging Markets shows a prevailing Real Value of $11.52 per share. The current price of the fund is $11.44. We determine the value of Causeway Emerging Markets 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 Causeway Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Causeway Mutual Fund. However, Causeway Emerging'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 11.44 | Real 11.52 | Hype 11.44 | Naive 11.27 |
The intrinsic value of Causeway Emerging'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 Causeway Emerging'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 Causeway Emerging Markets helps investors to forecast how Causeway 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 Causeway Emerging more accurately as focusing exclusively on Causeway Emerging's fundamentals will not take into account other important factors: Causeway Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Causeway Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Causeway Emerging Markets, and traders can use it to determine the average amount a Causeway Emerging'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 = 0.0209
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CEMVX |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Causeway Emerging is performing at about 1% 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 Causeway Emerging by adding it to a well-diversified portfolio.
Causeway Emerging Fundamentals Growth
Causeway Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Causeway Emerging, and Causeway Emerging 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 Causeway Mutual Fund performance.
| Price To Earning | 9.59 X | ||||
| Price To Book | 1.05 X | ||||
| Price To Sales | 0.63 X | ||||
| Total Asset | 240.09 M | ||||
About Causeway Emerging Performance
Evaluating Causeway Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Causeway Emerging 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 Causeway Emerging 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 normally invests at least 80 percent of its total assets in equity securities of companies in emerging markets and other investments that are tied economically to emerging markets. Generally these investments include common stock, preferred and preference stock, depositary receipts, participation notes, warrants or other equity-linked notes, and exchange-traded funds that invest in emerging markets. It may invest up to 10 percent of total fund assets in companies in less developed emerging markets not included in the EM Index.Things to note about Causeway Emerging Markets performance evaluation
Checking the ongoing alerts about Causeway Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Causeway Emerging Markets 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 94.13% of its assets under management (AUM) in equities |
- Analyzing Causeway Emerging'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 Causeway Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Causeway Emerging'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 Causeway Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Causeway Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Causeway Emerging's mutual fund. These opinions can provide insight into Causeway Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Causeway Mutual Fund
Causeway Emerging financial ratios help investors to determine whether Causeway 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 Causeway with respect to the benefits of owning Causeway Emerging security.
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