Concorde Wealth Management Fund Manager Performance Evaluation
| CONWX Fund | USD 20.02 0.06 0.30% |
The fund shows a Beta (market volatility) of -0.0416, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Concorde Wealth are expected to decrease at a much lower rate. During the bear market, Concorde Wealth is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Concorde Wealth Management are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Concorde Wealth may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 1.6200 |
Concorde |
Concorde Wealth Relative Risk vs. Return Landscape
If you would invest 1,859 in Concorde Wealth Management on October 28, 2025 and sell it today you would earn a total of 143.00 from holding Concorde Wealth Management or generate 7.69% return on investment over 90 days. Concorde Wealth Management is currently producing 0.1225% returns and takes up 0.4385% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Concorde, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Concorde Wealth Current Valuation
Fairly Valued
Today
Please note that Concorde Wealth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Concorde Wealth Mana shows a prevailing Real Value of $19.64 per share. The current price of the fund is $20.02. We determine the value of Concorde Wealth Mana 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 Concorde Wealth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Concorde Mutual Fund. However, Concorde Wealth'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 20.02 | Real 19.64 | Hype 20.02 | Naive 20.23 |
The intrinsic value of Concorde Wealth'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 Concorde Wealth'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 Concorde Wealth Management helps investors to forecast how Concorde 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 Concorde Wealth more accurately as focusing exclusively on Concorde Wealth's fundamentals will not take into account other important factors: Concorde Wealth Target Price Odds to finish over Current Price
The tendency of Concorde 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 |
| 20.02 | 90 days | 20.02 | about 1.39 |
Based on a normal probability distribution, the odds of Concorde Wealth to move above the current price in 90 days from now is about 1.39 (This Concorde Wealth Management probability density function shows the probability of Concorde Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Concorde Wealth Management has a beta of -0.0416 suggesting as returns on the benchmark increase, returns on holding Concorde Wealth are expected to decrease at a much lower rate. During a bear market, however, Concorde Wealth Management is likely to outperform the market. Additionally Concorde Wealth Management has an alpha of 0.109, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Concorde Wealth Price Density |
| Price |
Predictive Modules for Concorde Wealth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Concorde Wealth Mana. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Concorde Wealth's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Concorde Wealth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Concorde Wealth is not an exception. The market had few large corrections towards the Concorde Wealth'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 Concorde Wealth Management, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Concorde Wealth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 0.40 | |
Ir | Information ratio | 0.09 |
Concorde Wealth 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 Concorde Wealth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Concorde Wealth Mana 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 about 8.8% of its assets under management (AUM) in cash |
Concorde Wealth Fundamentals Growth
Concorde Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Concorde Wealth, and Concorde Wealth 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 Concorde Mutual Fund performance.
| Total Asset | 42.31 M | |||
About Concorde Wealth Performance
Evaluating Concorde Wealth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Concorde Wealth 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 Concorde Wealth 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 invests primarily in a portfolio of equity securities that the adviser believes are undervalued, debt securities that offer appropriate current returns that are commensurate with related risks and private equity, based on risk and return attributes as dictated by broad market and economic conditions. Concorde Wealth is traded on NASDAQ Exchange in the United States.Things to note about Concorde Wealth Mana performance evaluation
Checking the ongoing alerts about Concorde Wealth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Concorde Wealth Mana 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 about 8.8% of its assets under management (AUM) in cash |
- Analyzing Concorde Wealth'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 Concorde Wealth's stock is overvalued or undervalued compared to its peers.
- Examining Concorde Wealth'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 Concorde Wealth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Concorde Wealth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Concorde Wealth's mutual fund. These opinions can provide insight into Concorde Wealth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Concorde Mutual Fund
Concorde Wealth financial ratios help investors to determine whether Concorde 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 Concorde with respect to the benefits of owning Concorde Wealth security.
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