Copeland Risk Managed Fund Market Value
| CDIVX Fund | USD 12.43 0.01 0.08% |
| Symbol | Copeland |
Copeland Risk '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 Copeland Risk'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 Copeland Risk.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Copeland Risk on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Copeland Risk Managed or generate 0.0% return on investment in Copeland Risk over 90 days. Copeland Risk is related to or competes with Dreyfusstandish Global, Ab Global, Qs Global, Franklin Mutual, Artisan Global, and Alliancebernstein. The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, b... More
Copeland Risk 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 Copeland Risk'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 Copeland Risk Managed upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7925 | |||
| Information Ratio | 0.0952 | |||
| Maximum Drawdown | 14.0 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.55 |
Copeland Risk Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Copeland Risk's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Copeland Risk's standard deviation. In reality, there are many statistical measures that can use Copeland Risk historical prices to predict the future Copeland Risk's volatility.| Risk Adjusted Performance | 0.1262 | |||
| Jensen Alpha | 0.1479 | |||
| Total Risk Alpha | 0.0694 | |||
| Sortino Ratio | 0.1988 | |||
| Treynor Ratio | 0.2151 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Copeland Risk'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.
Copeland Risk February 11, 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 | 0.1262 | |||
| Market Risk Adjusted Performance | 0.2251 | |||
| Mean Deviation | 0.7788 | |||
| Semi Deviation | 0.4673 | |||
| Downside Deviation | 0.7925 | |||
| Coefficient Of Variation | 661.34 | |||
| Standard Deviation | 1.65 | |||
| Variance | 2.74 | |||
| Information Ratio | 0.0952 | |||
| Jensen Alpha | 0.1479 | |||
| Total Risk Alpha | 0.0694 | |||
| Sortino Ratio | 0.1988 | |||
| Treynor Ratio | 0.2151 | |||
| Maximum Drawdown | 14.0 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.55 | |||
| Downside Variance | 0.628 | |||
| Semi Variance | 0.2184 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 5.6 | |||
| Kurtosis | 39.92 |
Copeland Risk Managed Backtested Returns
Copeland Risk appears to be not too volatile, given 3 months investment horizon. Copeland Risk Managed secures Sharpe Ratio (or Efficiency) of 0.16, which signifies that the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Copeland Risk Managed, which you can use to evaluate the volatility of the entity. Please makes use of Copeland Risk's Downside Deviation of 0.7925, risk adjusted performance of 0.1262, and Mean Deviation of 0.7788 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.12, which signifies a somewhat significant risk relative to the market. Copeland Risk returns are very sensitive to returns on the market. As the market goes up or down, Copeland Risk is expected to follow.
Auto-correlation | 0.43 |
Average predictability
Copeland Risk Managed has average predictability. Overlapping area represents the amount of predictability between Copeland Risk time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th 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 Copeland Risk Managed price movement. The serial correlation of 0.43 indicates that just about 43.0% of current Copeland Risk price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.43 | |
| Spearman Rank Test | 0.51 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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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 Copeland Mutual Fund
Copeland Risk financial ratios help investors to determine whether Copeland 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 Copeland with respect to the benefits of owning Copeland Risk security.
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