Capital Management Mid Cap Fund Manager Performance Evaluation
| CMEIX Fund | USD 11.90 0.08 0.67% |
The fund shows a Beta (market volatility) of 0.58, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Management's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Management is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Capital Management Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Capital Management is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Capital |
Capital Management Relative Risk vs. Return Landscape
If you would invest 1,237 in Capital Management Mid Cap on September 3, 2024 and sell it today you would lose (47.00) from holding Capital Management Mid Cap or give up 3.8% of portfolio value over 90 days. Capital Management Mid Cap is currently producing negative expected returns and takes up 0.7885% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Capital, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Management Current Valuation
Overvalued
Today
Please note that Capital Management's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Capital Management Mid shows a prevailing Real Value of $11.0 per share. The current price of the fund is $11.9. We determine the value of Capital Management Mid 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 Capital Management is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Management'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 11.9 | Real 11.0 | Hype 11.9 | Naive 12.09 |
The intrinsic value of Capital Management'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 Capital Management'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 Capital Management Mid Cap helps investors to forecast how Capital 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 Capital Management more accurately as focusing exclusively on Capital Management's fundamentals will not take into account other important factors: Capital Management Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Management's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Capital Management Mid Cap, and traders can use it to determine the average amount a Capital Management'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 = -0.0729
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| Negative Returns | CMEIX |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Capital Management 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 Capital Management by adding Capital Management to a well-diversified portfolio.
Capital Management Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital Management, and Capital Management 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 Capital Mutual Fund performance.
| Price To Earning | 21.76 X | |||
| Price To Book | 3.00 X | |||
| Price To Sales | 1.94 X | |||
| Total Asset | 21.61 M | |||
About Capital Management Performance
Evaluating Capital Management's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Management 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 Capital Management 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, at least 80 percent of the funds assets will be invested in equity securities of companies located in emerging market countries. The Sub-Adviser seeks to construct a focused portfolio of approximately 40 to 60 equity securities designed to take advantage of thematic opportunities in emerging markets. It is non-diversified.Things to note about Capital Management Mid performance evaluation
Checking the ongoing alerts about Capital Management for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Management Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Capital Management generated a negative expected return over the last 90 days | |
| The fund holds about 10.09% of its assets under management (AUM) in fixed income securities |
- Analyzing Capital Management'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 Capital Management's stock is overvalued or undervalued compared to its peers.
- Examining Capital Management'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 Capital Management's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Management's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Management's mutual fund. These opinions can provide insight into Capital Management's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Capital Mutual Fund
Capital Management financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Management security.
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