Cavalier Fundamental Growth Manager Performance
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Cavalier Fundamental are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Cavalier Fundamental Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Cavalier Fundamental is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 8.55 | |
| Fifty Two Week High | 10.67 | |
| Annual Report Expense Ratio | 1.52% |
Cavalier |
Cavalier Fundamental Relative Risk vs. Return Landscape
If you would invest (100.00) in Cavalier Fundamental Growth on September 4, 2024 and sell it today you would earn a total of 100.00 from holding Cavalier Fundamental Growth or generate -100.0% return on investment over 90 days. Cavalier Fundamental Growth is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Cavalier, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Cavalier Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cavalier Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cavalier Fundamental Growth, and traders can use it to determine the average amount a Cavalier Fundamental'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 = 0.0
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Based on monthly moving average Cavalier Fundamental is not performing at its full potential. However, 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 Cavalier Fundamental by adding Cavalier Fundamental to a well-diversified portfolio.
Cavalier Fundamental Fundamentals Growth
Cavalier Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cavalier Fundamental, and Cavalier Fundamental 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 Cavalier Mutual Fund performance.
| Total Asset | 59.12 M | |||
Things to note about Cavalier Fundamental performance evaluation
Checking the ongoing alerts about Cavalier Fundamental for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cavalier Fundamental help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cavalier Fundamental is not yet fully synchronised with the market data | |
| Cavalier Fundamental has some characteristics of a very speculative penny stock | |
| Cavalier Fundamental has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 97.49% of its assets under management (AUM) in equities |
- Analyzing Cavalier Fundamental'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 Cavalier Fundamental's stock is overvalued or undervalued compared to its peers.
- Examining Cavalier Fundamental'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 Cavalier Fundamental's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cavalier Fundamental's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cavalier Fundamental's mutual fund. These opinions can provide insight into Cavalier Fundamental's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Cavalier Mutual Fund
If you are still planning to invest in Cavalier Fundamental check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Cavalier Fundamental's history and understand the potential risks before investing.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |