Copeland Smid Cap Fund Market Value
| CSMDX Fund | USD 16.73 0.35 2.14% |
| Symbol | Copeland |
Copeland Smid '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 Smid'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 Smid.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Copeland Smid on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding Copeland Smid Cap or generate 0.0% return on investment in Copeland Smid over 90 days. Copeland Smid is related to or competes with Ambrus Core, Rbc Bluebay, Kinetics Spin-off, Artisan Emerging, Dodge Cox, and Flexible Bond. The fund is primarily composed of common and preferred stocks, master limited partnership units and equity real estate i... More
Copeland Smid 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 Smid'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 Smid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7841 | |||
| Information Ratio | 0.1147 | |||
| Maximum Drawdown | 5.89 | |||
| Value At Risk | (1.17) | |||
| Potential Upside | 1.85 |
Copeland Smid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Copeland Smid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Copeland Smid's standard deviation. In reality, there are many statistical measures that can use Copeland Smid historical prices to predict the future Copeland Smid's volatility.| Risk Adjusted Performance | 0.1667 | |||
| Jensen Alpha | 0.117 | |||
| Total Risk Alpha | 0.0955 | |||
| Sortino Ratio | 0.146 | |||
| Treynor Ratio | 0.2005 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Copeland Smid'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 Smid February 8, 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 | 0.1667 | |||
| Market Risk Adjusted Performance | 0.2105 | |||
| Mean Deviation | 0.7224 | |||
| Semi Deviation | 0.4864 | |||
| Downside Deviation | 0.7841 | |||
| Coefficient Of Variation | 488.88 | |||
| Standard Deviation | 0.9981 | |||
| Variance | 0.9961 | |||
| Information Ratio | 0.1147 | |||
| Jensen Alpha | 0.117 | |||
| Total Risk Alpha | 0.0955 | |||
| Sortino Ratio | 0.146 | |||
| Treynor Ratio | 0.2005 | |||
| Maximum Drawdown | 5.89 | |||
| Value At Risk | (1.17) | |||
| Potential Upside | 1.85 | |||
| Downside Variance | 0.6148 | |||
| Semi Variance | 0.2366 | |||
| Expected Short fall | (0.89) | |||
| Skewness | 1.03 | |||
| Kurtosis | 2.47 |
Copeland Smid Cap Backtested Returns
Copeland Smid appears to be very steady, given 3 months investment horizon. Copeland Smid Cap 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 Copeland Smid Cap, which you can use to evaluate the volatility of the entity. Please makes use of Copeland Smid's Downside Deviation of 0.7841, risk adjusted performance of 0.1667, and Mean Deviation of 0.7224 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.97, which signifies possible diversification benefits within a given portfolio. Copeland Smid returns are very sensitive to returns on the market. As the market goes up or down, Copeland Smid is expected to follow.
Auto-correlation | 0.60 |
Good predictability
Copeland Smid Cap has good predictability. Overlapping area represents the amount of predictability between Copeland Smid time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th 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 Smid Cap price movement. The serial correlation of 0.6 indicates that roughly 60.0% of current Copeland Smid price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.6 | |
| Spearman Rank Test | 0.66 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
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 Copeland Mutual Fund
Copeland Smid 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 Smid security.
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