Chartwell Small Cap Fund Key Technical Indicators

Mutual Funds . USA . 
Fund . Chartwell Small Cap
CWSGX Fund  USD 23.75  -0.25  -1.04%   
CHARTWELL SMALL is classified in the Small Growth category and is typically evaluated through NAV behavior, yield profile, volatility, and portfolio exposure rather than operating-company ratios. Reported net assets are about $151.09 million, while annual yield stands near 0.04%. Reported portfolio mix is approximately 96.02% equity and 3.98% cash. As of now, the relative strength indicator for CHARTWELL SMALL stands at 62, reflecting strengthening positive momentum. RSI in this band reflects healthy upward momentum that has room to extend before reaching overbought territory.
Momentum
OversoldOverbought
62 · Positive
Market data as of the 13th of May 2026 shows CHARTWELL SMALL priced at 23.75 per share. Measured indicators report mean deviation of 1.39, and Risk Adjusted Performance of 0.1477. The model examines historical data series to identify measurable trend characteristics. Technical readings are interpreted relative to historical price behavior and peer volatility.
Cycles Operators Shifting Impulse Patterns Depth Overlaps Statistics Volatility Volume
Continue to Fund Screeners for broader fund screening tools. Criteria can be combined to narrow results by income, exposure, or performance characteristics.

Competition

Chartwell Small Cap How Key Fund Metrics Interact

Technical Setup as of May 13, 2026

Cycle Indicators
Math Operators
Math Transform
Momentum Indicators
Overlap Studies
Pattern Recognition
Price Transform
Statistic Functions
Volatility Indicators
Volume Indicators
Risk Adjusted Performance0.1477
Market Risk Adjusted Performance-7.75
Mean Deviation1.39
Semi Deviation1.62
Downside Deviation1.91
Coefficient Of Variation633.0
Standard Deviation1.84
Variance3.39
Information Ratio0.1617
Jensen Alpha0.2804
Total Risk Alpha0.3152
Sortino Ratio0.1559
Treynor Ratio-7.76
Maximum Drawdown7.9
Value At Risk-3.14
Potential Upside3.75
Downside Variance3.65
Semi Variance2.62
Expected Short fall-1.42
Skewness0.0536
Kurtosis0.2383

Market Strength and Momentum

For investors tracking Chartwell Small Cap, market strength indicators offer quantitative evaluation of mutual fund behavior. When Rate of Change diverges from price direction, it often signals weakening momentum before a visible reversal in CHARTWELL SMALL.
Rate Of Daily Change0.99
Day Median Price23.75
Day Typical Price23.75
Price Action Indicator-0.12
Period Momentum Indicator-0.25
Relative Strength Index62.52

Price Forecast Models

Analyzing CHARTWELL SMALL's price movement through moving averages at different time horizons reveals whether short-term momentum aligns with the longer-term trend. Touches of the upper or lower band in CHARTWELL SMALL's chart signal overbought or oversold conditions.
Naive Prediction
Simple Exponential Smoothing
Double Exponential Smoothing
Triple Exponential Smoothing
Simple Regression
Polynomial Regression
Simple Moving Average
4 Period Moving Average
8 Period Moving Average
20 Period Moving Average

CHARTWELL SMALL Comparable Funds

The related funds below provide a category-based comparison set for CHARTWELL SMALL's. Funds are typically compared on holdings mix, category returns, risk measures, and implementation cost rather than on operating-company margins. A fund that looks different from peers may simply be following a distinct exposure or payout strategy.
 Risk & Return  Correlation

Annual Yield Peer Comparison

Comparing CHARTWELL SMALL to peer mutual funds on Annual Yield helps show where it sits within its fund group. Comparing CHARTWELL SMALL's Annual Yield against peer funds helps show whether the reported figure is typical for the category.
Chartwell Small does not have enough peer data for a relative ranking in annual yield among similar funds.

Fund Asset Allocation for CHARTWELL SMALL

The fund consists of 96.02% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation for CHARTWELL SMALL's involves distributing its portfolio across multiple asset classes. This distribution is designed to balance risk and reward in line with CHARTWELL SMALL's investment mandate.
The asset mix within a mutual fund is determined by its stated investment objective and strategy. The fund manager oversees allocation decisions, adjusting the mix as market conditions and priorities change.

Important Fund Metrics

Cash Position Weight3.98 %
Equity Positions Weight96.02 %
Three Year Return30.85 %
Net Asset151.09 M
Annual Yield4.0E-4
Five Year Return10.89 %
Year To Date Return23.20 %
One Year Return57.23 %

Financial Profile and Methodology

A holdings-oriented review of CHARTWELL SMALL evaluates portfolio composition, mandate alignment, and exposure stability. Style drift can alter factor exposure and correlation structure across cycles.

Chartwell Small Cap analytics rely on fund disclosures and market reference feeds, with quality checks and normalization applied. Statement-level metrics reflect company-reported GAAP or IFRS formats for the relevant filing period.

Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board


 
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