Curasset Capital Management Fund Key Fundamental Indicators
| CMBEX Fund | USD 8.90 0.01 0.11% |
As of the 2nd of February, Curasset Capital shows the Risk Adjusted Performance of (0.06), standard deviation of 0.165, and Mean Deviation of 0.1322. Curasset Capital Man 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.
Curasset 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 Curasset Capital's valuation are provided below:Curasset Capital Management 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. Curasset |
Curasset 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 Curasset 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 Curasset Capital.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Curasset Capital on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Curasset Capital Management or generate 0.0% return on investment in Curasset Capital over 90 days. Curasset Capital is related to or competes with Dimensional Retirement, Qs Moderate, Moderately Aggressive, Calvert Moderate, Blackrock Moderate, and American Funds. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment p... More
Curasset 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 Curasset 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 Curasset Capital Management upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.30) | |||
| Maximum Drawdown | 0.6734 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.2247 |
Curasset Capital Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Curasset Capital's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Curasset Capital's standard deviation. In reality, there are many statistical measures that can use Curasset Capital historical prices to predict the future Curasset Capital's volatility.| Risk Adjusted Performance | (0.06) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.02) | |||
| Treynor Ratio | (0.30) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Curasset Capital'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.
Curasset Capital February 2, 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 | (0.06) | |||
| Market Risk Adjusted Performance | (0.29) | |||
| Mean Deviation | 0.1322 | |||
| Coefficient Of Variation | (3,327) | |||
| Standard Deviation | 0.165 | |||
| Variance | 0.0272 | |||
| Information Ratio | (0.30) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.02) | |||
| Treynor Ratio | (0.30) | |||
| Maximum Drawdown | 0.6734 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.2247 | |||
| Skewness | (0.30) | |||
| Kurtosis | (0.66) |
Curasset Capital Man Backtested Returns
Curasset Capital Man secures Sharpe Ratio (or Efficiency) of -0.0104, which signifies that the fund had a -0.0104 % return per unit of risk over the last 3 months. Curasset Capital Management exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Curasset Capital's Standard Deviation of 0.165, mean deviation of 0.1322, and Risk Adjusted Performance of (0.06) to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.0507, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Curasset Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Curasset Capital is expected to be smaller as well.
Auto-correlation | 0.46 |
Average predictability
Curasset Capital Management has average predictability. Overlapping area represents the amount of predictability between Curasset Capital time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd 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 Curasset Capital Man price movement. The serial correlation of 0.46 indicates that about 46.0% of current Curasset Capital price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.46 | |
| Spearman Rank Test | 0.0 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Curasset Capital Management has a Three Year Return of 4.2388%. This is much higher than that of the Curasset Capital Management family and significantly higher than that of the Intermediate Core Bond category. The three year return for all United States funds is notably lower than that of the firm.
Curasset Capital Man Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Curasset Capital's current stock value. Our valuation model uses many indicators to compare Curasset Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Curasset Capital competition to find correlations between indicators driving Curasset Capital's intrinsic value. More Info.Curasset Capital Management is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 4.23 of Year To Date Return per Annual Yield. 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 Curasset Capital's earnings, one of the primary drivers of an investment's value.Curasset Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Curasset Capital's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Curasset Capital could also be used in its relative valuation, which is a method of valuing Curasset Capital by comparing valuation metrics of similar companies.Curasset Capital is currently under evaluation in three year return among similar funds.
Curasset Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Curasset Capital's current stock value. Our valuation model uses many indicators to compare Curasset Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Curasset Capital competition to find correlations between indicators driving Curasset Capital's intrinsic value. More Info.Curasset Capital Management is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 4.23 of Year To Date Return per Annual Yield. 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 Curasset Capital's earnings, one of the primary drivers of an investment's value.Curasset Fundamentals
| Annual Yield | 0.05 % | |||
| Year To Date Return | 0.20 % | |||
| One Year Return | 5.86 % | |||
| Three Year Return | 4.24 % | |||
| Net Asset | 282.27 M |
About Curasset Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Curasset Capital Management's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Curasset Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Curasset Capital Management 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.Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in investment-grade debt securities . A debt security is a security representing money borrowed by the issuer that must be repaid.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Curasset Mutual Fund
Curasset Capital financial ratios help investors to determine whether Curasset 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 Curasset with respect to the benefits of owning Curasset Capital security.
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