Clifford Capital Partners Fund Net Income
| CLIFX Fund | USD 24.66 0.48 1.99% |
As of the 10th of February, Clifford Capital shows the Risk Adjusted Performance of 0.1843, mean deviation of 0.6638, and Downside Deviation of 0.6414. Clifford Capital Partners technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Clifford Capital's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Clifford Capital's valuation are provided below:Clifford Capital Partners does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Clifford |
Clifford Capital 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Clifford Capital's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Clifford Capital.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Clifford Capital on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Clifford Capital Partners or generate 0.0% return on investment in Clifford Capital over 90 days. Clifford Capital is related to or competes with Clifford Capital, Neuberger Berman, Saat Market, American Century, Greenspring Fund, Royce Dividend, and Royce International. The fund invests primarily in equity securities of companies of any size that the funds investment adviser believes are ... More
Clifford Capital Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Clifford Capital's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Clifford Capital Partners upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6414 | |||
| Information Ratio | 0.1134 | |||
| Maximum Drawdown | 3.93 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.96 |
Clifford Capital Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clifford Capital's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Clifford Capital's standard deviation. In reality, there are many statistical measures that can use Clifford Capital historical prices to predict the future Clifford Capital's volatility.| Risk Adjusted Performance | 0.1843 | |||
| Jensen Alpha | 0.1699 | |||
| Total Risk Alpha | 0.0911 | |||
| Sortino Ratio | 0.1502 | |||
| Treynor Ratio | 1.1 |
Clifford Capital February 10, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1843 | |||
| Market Risk Adjusted Performance | 1.11 | |||
| Mean Deviation | 0.6638 | |||
| Semi Deviation | 0.3811 | |||
| Downside Deviation | 0.6414 | |||
| Coefficient Of Variation | 436.57 | |||
| Standard Deviation | 0.8499 | |||
| Variance | 0.7223 | |||
| Information Ratio | 0.1134 | |||
| Jensen Alpha | 0.1699 | |||
| Total Risk Alpha | 0.0911 | |||
| Sortino Ratio | 0.1502 | |||
| Treynor Ratio | 1.1 | |||
| Maximum Drawdown | 3.93 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.96 | |||
| Downside Variance | 0.4114 | |||
| Semi Variance | 0.1452 | |||
| Expected Short fall | (0.85) | |||
| Skewness | 0.503 | |||
| Kurtosis | 0.0383 |
Clifford Capital Partners Backtested Returns
At this stage we consider Clifford Mutual Fund to be very steady. Clifford Capital Partners secures Sharpe Ratio (or Efficiency) of 0.2, which signifies that the fund had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Clifford Capital Partners, which you can use to evaluate the volatility of the entity. Please confirm Clifford Capital's Downside Deviation of 0.6414, risk adjusted performance of 0.1843, and Mean Deviation of 0.6638 to double-check if the risk estimate we provide is consistent with the expected return of 0.16%. The fund shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Clifford Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clifford Capital is expected to be smaller as well.
Auto-correlation | 0.65 |
Good predictability
Clifford Capital Partners has good predictability. Overlapping area represents the amount of predictability between Clifford Capital time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Clifford Capital Partners price movement. The serial correlation of 0.65 indicates that roughly 65.0% of current Clifford Capital price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.65 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 0.2 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Clifford Capital Partners reported net income of 0.0. This indicator is about the same for the Lone Peak Global Investors, LLC average (which is currently at 0.0) family and about the same as Mid-Cap Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Clifford Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clifford Capital's current stock value. Our valuation model uses many indicators to compare Clifford Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clifford Capital competition to find correlations between indicators driving Clifford Capital's intrinsic value. More Info.Clifford Capital Partners is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Clifford Capital Partners is roughly 10.38 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clifford Capital's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Clifford Capital
The fund consists of 97.99% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Clifford Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Clifford Fundamentals
| Price To Earning | 19.72 X | ||||
| Price To Book | 1.90 X | ||||
| Price To Sales | 1.33 X | ||||
| Total Asset | 142.63 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 8.25 % | ||||
| One Year Return | 24.22 % | ||||
| Three Year Return | 12.20 % | ||||
| Five Year Return | 9.34 % | ||||
| Net Asset | 143.38 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.34 | ||||
| Cash Position Weight | 2.01 % | ||||
| Equity Positions Weight | 97.99 % |
About Clifford Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Clifford Capital Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clifford Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clifford Capital Partners based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Clifford Capital financial ratios help investors to determine whether Clifford 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 Clifford with respect to the benefits of owning Clifford Capital security.
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