Chartwell Small's market value is the price at which a share of Chartwell Small trades on a public exchange. It measures the collective expectations of Chartwell Small Cap investors about its performance. Chartwell Small is trading at 14.34 as of the 12th of February 2026; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 14.31. With this module, you can estimate the performance of a buy and hold strategy of Chartwell Small Cap and determine expected loss or profit from investing in Chartwell Small over a given investment horizon. Check out Chartwell Small Correlation, Chartwell Small Volatility and Chartwell Small Performance module to complement your research on Chartwell Small.
It's important to distinguish between Chartwell Small's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Chartwell Small should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Chartwell Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Chartwell Small '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 Small'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 Small.
0.00
11/14/2025
No Change 0.00
0.0
In 2 months and 31 days
02/12/2026
0.00
If you would invest 0.00 in Chartwell Small on November 14, 2025 and sell it all today you would earn a total of 0.00 from holding Chartwell Small Cap or generate 0.0% return on investment in Chartwell Small over 90 days. Chartwell Small is related to or competes with Chartwell Short, Carillon Chartwell, Chartwell Short, Carillon Chartwell, Eagle Growth, Eagle Growth, and Chartwell Small. The fund normally invests at least 80 percent of its net assets in common stocks of small capitalization U.S More
Chartwell Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chartwell Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Chartwell Small's standard deviation. In reality, there are many statistical measures that can use Chartwell Small historical prices to predict the future Chartwell Small's volatility.
Chartwell Small appears to be not too volatile, given 3 months investment horizon. Chartwell Small Cap secures Sharpe Ratio (or Efficiency) of 0.22, which signifies that the fund had a 0.22 % return per unit of standard deviation over the last 3 months. By analyzing Chartwell Small's technical indicators, you can evaluate if the expected return of 0.79% is justified by implied risk. Please makes use of Chartwell Small's risk adjusted performance of 0.1769, and Mean Deviation of 1.34 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.95, which signifies possible diversification benefits within a given portfolio. Chartwell Small returns are very sensitive to returns on the market. As the market goes up or down, Chartwell Small is expected to follow.
Auto-correlation
0.75
Good predictability
Chartwell Small Cap has good predictability. Overlapping area represents the amount of predictability between Chartwell Small time series from 14th of November 2025 to 29th of December 2025 and 29th of December 2025 to 12th 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 Small Cap price movement. The serial correlation of 0.75 indicates that around 75.0% of current Chartwell Small price fluctuation can be explain by its past prices.
Correlation Coefficient
0.75
Spearman Rank Test
0.87
Residual Average
0.0
Price Variance
0.26
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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 Chartwell Mutual Fund
Chartwell Small 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 Small security.