Credit Suisse Modity Fund Manager Performance Evaluation
| CRSAX Fund | USD 21.72 0.04 0.18% |
The fund shows a Beta (market volatility) of 0.0384, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Credit Suisse's returns are expected to increase less than the market. However, during the bear market, the loss of holding Credit Suisse is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Credit Suisse Modity are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Credit Suisse 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 February 2023 | |
| Expense Ratio | 1.0500 |
Credit |
Credit Suisse Relative Risk vs. Return Landscape
If you would invest 2,116 in Credit Suisse Modity on August 26, 2024 and sell it today you would earn a total of 56.00 from holding Credit Suisse Modity or generate 2.65% return on investment over 90 days. Credit Suisse Modity is currently producing 0.0433% returns and takes up 0.7983% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Credit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Credit Suisse Current Valuation
Fairly Valued
Today
Please note that Credit Suisse's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Credit Suisse Modity shows a prevailing Real Value of $21.64 per share. The current price of the fund is $21.72. We determine the value of Credit Suisse Modity 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 Credit Suisse is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Credit Mutual Fund. However, Credit Suisse'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 21.72 | Real 21.64 | Hype 21.72 | Naive 21.59 |
The intrinsic value of Credit Suisse'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 Credit Suisse'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 Credit Suisse Modity helps investors to forecast how Credit 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 Credit Suisse more accurately as focusing exclusively on Credit Suisse's fundamentals will not take into account other important factors: Credit Suisse Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Credit Suisse's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Credit Suisse Modity, and traders can use it to determine the average amount a Credit Suisse'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 = 0.0543
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CRSAX |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Credit Suisse is performing at about 4% 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 Credit Suisse by adding it to a well-diversified portfolio.
Credit Suisse Fundamentals Growth
Credit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Credit Suisse, and Credit Suisse 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 Credit Mutual Fund performance.
| Total Asset | 31.14 M | ||||
About Credit Suisse Performance
Evaluating Credit Suisse's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Credit Suisse 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 Credit Suisse 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 is designed to achieve positive total return relative to the performance of the Bloomberg Commodity Index Total Return. The advisor intends to invest its assets in a combination of commodity linked-derivative instruments and fixed income securities. It invests in a portfolio of fixed income securities normally having an average duration of one year or less, and emphasizes investment-grade fixed income securities. The fund may invest up to 25 percent of its total assets in the subsidiary, a wholly-owned subsidiary of it organized under the laws of the Cayman Islands. It is non-diversified.Things to note about Credit Suisse Modity performance evaluation
Checking the ongoing alerts about Credit Suisse for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Credit Suisse Modity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated-6.0 ten year return of -6.0% | |
| Credit Suisse Modity holds about 7.46% of its assets under management (AUM) in fixed income securities |
- Analyzing Credit Suisse'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 Credit Suisse's stock is overvalued or undervalued compared to its peers.
- Examining Credit Suisse'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 Credit Suisse's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Credit Suisse's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Credit Suisse's mutual fund. These opinions can provide insight into Credit Suisse's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Credit Mutual Fund
Credit Suisse financial ratios help investors to determine whether Credit 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 Credit with respect to the benefits of owning Credit Suisse security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
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| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |