Chartwell Small Cap Fund Market Value
| CWSIX Fund | USD 13.96 0.01 0.07% |
| Symbol | Chartwell |
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.
| 12/05/2025 |
| 03/05/2026 |
If you would invest 0.00 in Chartwell Small on December 5, 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 Eagle Growth. 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.
| Downside Deviation | 0.8777 | |||
| Information Ratio | 0.1695 | |||
| Maximum Drawdown | 28.32 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 2.02 |
Chartwell Small Market Risk Indicators
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.| Risk Adjusted Performance | 0.145 | |||
| Jensen Alpha | 0.5747 | |||
| Total Risk Alpha | 0.4541 | |||
| Sortino Ratio | 0.6536 | |||
| Treynor Ratio | 0.6257 |
Chartwell Small March 5, 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 | 0.145 | |||
| Market Risk Adjusted Performance | 0.6357 | |||
| Mean Deviation | 1.29 | |||
| Downside Deviation | 0.8777 | |||
| Coefficient Of Variation | 547.85 | |||
| Standard Deviation | 3.38 | |||
| Variance | 11.46 | |||
| Information Ratio | 0.1695 | |||
| Jensen Alpha | 0.5747 | |||
| Total Risk Alpha | 0.4541 | |||
| Sortino Ratio | 0.6536 | |||
| Treynor Ratio | 0.6257 | |||
| Maximum Drawdown | 28.32 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 2.02 | |||
| Downside Variance | 0.7704 | |||
| Semi Variance | (0.15) | |||
| Expected Short fall | (1.73) | |||
| Skewness | 7.0 | |||
| Kurtosis | 53.79 |
Chartwell Small Cap Backtested Returns
Chartwell Small appears to be not too volatile, given 3 months investment horizon. Chartwell Small Cap secures Sharpe Ratio (or Efficiency) of 0.19, which signifies that the fund had a 0.19 % 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 0.66% is justified by implied risk. Please makes use of Chartwell Small's risk adjusted performance of 0.145, and Mean Deviation of 1.29 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. 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 | 0.84 |
Very good predictability
Chartwell Small Cap has very good predictability. Overlapping area represents the amount of predictability between Chartwell Small time series from 5th of December 2025 to 19th of January 2026 and 19th of January 2026 to 5th of March 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 0.84 indicates that around 84.0% of current Chartwell Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.84 | |
| Spearman Rank Test | 0.64 | |
| Residual Average | 0.0 | |
| Price Variance | 0.16 |
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 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.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |