Consumer Services Ultrasector Fund Manager Performance Evaluation
| CYPSX Fund | USD 57.08 1.22 2.18% |
The fund shows a Beta (market volatility) of 1.55, 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, Consumer Services will likely underperform.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Consumer Services Ultrasector are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Consumer Services showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 2.6300 |
Consumer |
Consumer Services Relative Risk vs. Return Landscape
If you would invest 4,569 in Consumer Services Ultrasector on August 26, 2024 and sell it today you would earn a total of 1,139 from holding Consumer Services Ultrasector or generate 24.93% return on investment over 90 days. Consumer Services Ultrasector is currently producing 0.357% returns and takes up 1.6906% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Consumer, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Consumer Services Current Valuation
Undervalued
Today
Please note that Consumer Services' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Consumer Services shows a prevailing Real Value of $60.39 per share. The current price of the fund is $57.08. We determine the value of Consumer Services 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 Consumer Services is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Consumer Mutual Fund. However, Consumer Services' 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 57.08 | Real 60.39 | Hype 57.08 | Naive 54.54 |
The intrinsic value of Consumer Services' 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 Consumer Services' 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 Consumer Services Ultrasector helps investors to forecast how Consumer 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 Consumer Services more accurately as focusing exclusively on Consumer Services' fundamentals will not take into account other important factors: Consumer Services Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Consumer Services' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Consumer Services Ultrasector, and traders can use it to determine the average amount a Consumer Services' 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 = 0.2112
| Best Portfolio | Best Equity | |||
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| Average Returns | ||||
| Small Returns | CYPSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.69 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Consumer Services is performing at about 16% 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 Consumer Services by adding it to a well-diversified portfolio.
Consumer Services Fundamentals Growth
Consumer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Consumer Services, and Consumer Services 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 Consumer Mutual Fund performance.
| Price To Earning | 1.91 X | ||||
| Price To Book | 4.31 X | ||||
| Price To Sales | 1.04 X | ||||
| Total Asset | 25.56 M | ||||
About Consumer Services Performance
Evaluating Consumer Services' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Consumer Services 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 Consumer Services 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 in financial instruments that the fund advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is constructed and maintained by SP Dow Jones Indices LLC. The index represents the consumer discretionary sector of the SP 500 Index. The fund is non-diversified.Things to note about Consumer Services performance evaluation
Checking the ongoing alerts about Consumer Services for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Consumer Services 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 three year return of -2.0% | |
| Consumer Services holds about 20.1% of its assets under management (AUM) in cash |
- Analyzing Consumer Services' 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 Consumer Services' stock is overvalued or undervalued compared to its peers.
- Examining Consumer Services' 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 Consumer Services' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Consumer Services' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Consumer Services' mutual fund. These opinions can provide insight into Consumer Services' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Consumer Mutual Fund
Consumer Services financial ratios help investors to determine whether Consumer 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 Consumer with respect to the benefits of owning Consumer Services security.
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