Chase Growth Fund Manager Performance Evaluation
| CHAIX Fund | USD 18.14 0.24 1.31% |
The fund shows a Beta (market volatility) of 1.05, which signifies a somewhat significant risk relative to the market. Chase Growth returns are very sensitive to returns on the market. As the market goes up or down, Chase Growth is expected to follow.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Chase Growth Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Chase Growth 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 | 28th of January 2025 | |
| Expense Ratio | 1.0000 |
Chase |
Chase Growth Relative Risk vs. Return Landscape
If you would invest 1,732 in Chase Growth Fund on November 4, 2025 and sell it today you would earn a total of 82.00 from holding Chase Growth Fund or generate 4.73% return on investment over 90 days. Chase Growth Fund is currently producing 0.0823% returns and takes up 1.1393% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Chase, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Chase Growth Current Valuation
Fairly Valued
Today
Please note that Chase Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Chase Growth shows a prevailing Real Value of $18.42 per share. The current price of the fund is $18.14. We determine the value of Chase Growth 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 Chase Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Chase Mutual Fund. However, Chase Growth'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 18.14 | Real 18.42 | Hype 18.14 | Naive 18.03 |
The intrinsic value of Chase Growth'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 Chase Growth'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 Chase Growth Fund helps investors to forecast how Chase 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 Chase Growth more accurately as focusing exclusively on Chase Growth's fundamentals will not take into account other important factors: Chase Growth Target Price Odds to finish over Current Price
The tendency of Chase 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 |
| 18.14 | 90 days | 18.14 | about 15.35 |
Based on a normal probability distribution, the odds of Chase Growth to move above the current price in 90 days from now is about 15.35 (This Chase Growth Fund probability density function shows the probability of Chase 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 1.05 suggesting Chase Growth Fund market returns are sensitive to returns on the market. As the market goes up or down, Chase Growth is expected to follow. Additionally Chase Growth Fund has an alpha of 0.0036, implying that it can generate a 0.003556 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Chase Growth Price Density |
| Price |
Predictive Modules for Chase Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Chase Growth. 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.Chase Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Chase Growth is not an exception. The market had few large corrections towards the Chase Growth'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 Chase Growth Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Chase Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 1.05 | |
σ | Overall volatility | 0.46 | |
Ir | Information ratio | 0 |
Chase Growth 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 Chase Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Chase Growth 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 97.11% of its assets under management (AUM) in equities |
Chase Growth Fundamentals Growth
Chase Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Chase Growth, and Chase Growth 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 Chase Mutual Fund performance.
| Price To Earning | 21.70 X | |||
| Price To Book | 4.35 X | |||
| Price To Sales | 2.44 X | |||
| Total Asset | 55.49 M | |||
About Chase Growth Performance
Evaluating Chase Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Chase Growth 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 Chase Growth 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 conditions, the fund invests primarily in common stocks of domestic companies of any size market capitalization. Stocks that the adviser purchases for it typically have earnings growth in excess of 10 percent per year on a historical basis, have demonstrated consistency of earnings growth over time and are believed by the adviser to be of higher quality than other company stocks. The fund may invest a portion of its assets in non-U.S. issuers that are either publicly traded in the U.S. or through the use of depositary receipts, such as American Depositary Receipts .Things to note about Chase Growth performance evaluation
Checking the ongoing alerts about Chase Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Chase Growth 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 97.11% of its assets under management (AUM) in equities |
- Analyzing Chase Growth'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 Chase Growth's stock is overvalued or undervalued compared to its peers.
- Examining Chase Growth'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 Chase Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Chase Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Chase Growth's mutual fund. These opinions can provide insight into Chase Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Chase Mutual Fund
Chase Growth financial ratios help investors to determine whether Chase 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 Chase with respect to the benefits of owning Chase Growth security.
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