Chartwell Short Duration Fund Market Value
| CWFIX Fund | USD 9.64 0.01 0.10% |
| Symbol | Chartwell |
Chartwell Short '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 Chartwell Short'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 Chartwell Short.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Chartwell Short on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Chartwell Short Duration or generate 0.0% return on investment in Chartwell Short over 90 days. Chartwell Short is related to or competes with Carillon Chartwell, Chartwell Short, Carillon Chartwell, Eagle Growth, Eagle Growth, Eagle Growth, and Chartwell Small. Under normal circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities More
Chartwell Short 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 Chartwell Short'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 Chartwell Short Duration upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2501 | |||
| Information Ratio | (0.71) | |||
| Maximum Drawdown | 0.8333 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1048 |
Chartwell Short Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chartwell Short's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Chartwell Short's standard deviation. In reality, there are many statistical measures that can use Chartwell Short historical prices to predict the future Chartwell Short's volatility.| Risk Adjusted Performance | 0.0801 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.29) |
Chartwell Short 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 | 0.0801 | |||
| Mean Deviation | 0.0617 | |||
| Downside Deviation | 0.2501 | |||
| Coefficient Of Variation | 542.06 | |||
| Standard Deviation | 0.1032 | |||
| Variance | 0.0106 | |||
| Information Ratio | (0.71) | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.29) | |||
| Maximum Drawdown | 0.8333 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1048 | |||
| Downside Variance | 0.0625 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.13) | |||
| Skewness | (0.65) | |||
| Kurtosis | 8.16 |
Chartwell Short Duration Backtested Returns
At this stage we consider Chartwell Mutual Fund to be very steady. Chartwell Short Duration secures Sharpe Ratio (or Efficiency) of 0.18, which signifies that the fund had a 0.18 % return per unit of standard deviation over the last 3 months. We have found twenty-three technical indicators for Chartwell Short Duration, which you can use to evaluate the volatility of the entity. Please confirm Chartwell Short's downside deviation of 0.2501, and Risk Adjusted Performance of 0.0801 to double-check if the risk estimate we provide is consistent with the expected return of 0.0192%. The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Chartwell Short are completely uncorrelated.
Auto-correlation | 0.16 |
Very weak predictability
Chartwell Short Duration has very weak predictability. Overlapping area represents the amount of predictability between Chartwell Short 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 Chartwell Short Duration price movement. The serial correlation of 0.16 indicates that over 16.0% of current Chartwell Short price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.16 | |
| Spearman Rank Test | 0.21 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Chartwell Mutual Fund
Chartwell Short financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Short security.
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