Crm Smallmid Cap Fund Manager Performance Evaluation
| CRMAX Fund | USD 13.14 0.11 0.83% |
The fund shows a Beta (market volatility) of 1.16, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Crm Small/mid will likely underperform.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Crm Smallmid Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Crm Small/mid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 1.2100 |
Crm |
Crm Small/mid Relative Risk vs. Return Landscape
If you would invest 1,196 in Crm Smallmid Cap on August 29, 2024 and sell it today you would earn a total of 118.00 from holding Crm Smallmid Cap or generate 9.87% return on investment over 90 days. Crm Smallmid Cap is currently producing 0.1526% returns and takes up 1.055% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Crm, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crm Small/mid Current Valuation
Fairly Valued
Today
Please note that Crm Small/mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Crm Smallmid Cap shows a prevailing Real Value of $12.96 per share. The current price of the fund is $13.14. We determine the value of Crm Smallmid Cap 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 Crm Small/mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crm Mutual Fund. However, Crm Small/mid'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 13.14 | Real 12.96 | Hype 13.14 | Naive 13.04 |
The intrinsic value of Crm Small/mid'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 Crm Small/mid'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 Crm Smallmid Cap helps investors to forecast how Crm 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 Crm Small/mid more accurately as focusing exclusively on Crm Small/mid's fundamentals will not take into account other important factors: Crm Small/mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crm Small/mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crm Smallmid Cap, and traders can use it to determine the average amount a Crm Small/mid'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 = 0.1446
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CRMAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Crm Small/mid is performing at about 11% 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 Crm Small/mid by adding it to a well-diversified portfolio.
Crm Small/mid Fundamentals Growth
Crm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crm Small/mid, and Crm Small/mid 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 Crm Mutual Fund performance.
| Price To Earning | 20.73 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.63 X | |||
| Total Asset | 23.03 M | |||
About Crm Small/mid Performance
Evaluating Crm Small/mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Crm Small/mid 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 Crm Small/mid 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, under normal circumstances, invests at least 80 percent of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2500 Value Index or in the SP Mid Cap 400 Value Index that are publicly traded on a U.S. securities market.Things to note about Crm Smallmid Cap performance evaluation
Checking the ongoing alerts about Crm Small/mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crm Smallmid Cap 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 95.88% of its assets under management (AUM) in equities |
- Analyzing Crm Small/mid'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 Crm Small/mid's stock is overvalued or undervalued compared to its peers.
- Examining Crm Small/mid'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 Crm Small/mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crm Small/mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crm Small/mid's mutual fund. These opinions can provide insight into Crm Small/mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Crm Mutual Fund
Crm Small/mid financial ratios help investors to determine whether Crm 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 Crm with respect to the benefits of owning Crm Small/mid security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |