Chartwell Small Cap Fund Price History
CWSGX Fund | USD 17.50 0.07 0.40% |
Below is the normalized historical share price chart for Chartwell Small Cap extending back to June 16, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Chartwell Small stands at 17.50, as last reported on the 18th of January 2025, with the highest price reaching 17.50 and the lowest price hitting 17.50 during the day.
If you're considering investing in Chartwell Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Chartwell Mutual Fund to be very steady. Chartwell Small Cap secures Sharpe Ratio (or Efficiency) of 0.0221, which signifies that the fund had a 0.0221% return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Chartwell Small Cap, which you can use to evaluate the volatility of the entity. Please confirm Chartwell Small's risk adjusted performance of 0.0123, and Mean Deviation of 0.9995 to double-check if the risk estimate we provide is consistent with the expected return of 0.0311%.
Chartwell Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Chartwell |
Sharpe Ratio = 0.0221
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Negative Returns | CWSGX |
Estimated Market Risk
1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Chartwell Small is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Chartwell Small by adding it to a well-diversified portfolio.
Chartwell Small Mutual Fund Price History Chart
There are several ways to analyze Chartwell Small Cap Fund price data. The simplest method is using a basic Chartwell candlestick price chart, which shows Chartwell Small price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | December 4, 2024 | 19.19 |
Lowest Price | December 30, 2024 | 16.82 |
Chartwell Small January 18, 2025 Mutual Fund Price Synopsis
Various analyses of Chartwell Small's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Chartwell Mutual Fund. It can be used to describe the percentage change in the price of Chartwell Small from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Chartwell Mutual Fund.Chartwell Small Price Rate Of Daily Change | 1.00 | |
Chartwell Small Price Action Indicator | 0.04 |
Chartwell Small January 18, 2025 Mutual Fund Price Analysis
Chartwell Mutual Fund Price History Data
The price series of Chartwell Small for the period between Sun, Oct 20, 2024 and Sat, Jan 18, 2025 has a statistical range of 2.37 with a coefficient of variation of 3.93. The prices are distributed with arithmetic mean of 17.91. The median price for the last 90 days is 17.7. The company issued dividends on December 30, 2019.Open | High | Low | Close | Volume | ||
01/18/2025 | 17.50 | 17.50 | 17.50 | 17.50 | ||
01/17/2025 | 17.50 | 17.50 | 17.50 | 17.50 | 1.00 | |
01/16/2025 | 17.43 | 17.43 | 17.43 | 17.43 | 1.00 | |
01/15/2025 | 17.37 | 17.37 | 17.37 | 17.37 | 1.00 | |
01/14/2025 | 17.17 | 17.17 | 17.17 | 17.17 | 1.00 | |
01/13/2025 | 17.05 | 17.05 | 17.05 | 17.05 | 1.00 | |
01/10/2025 | 17.17 | 17.17 | 17.17 | 17.17 | 1.00 | |
01/08/2025 | 17.40 | 17.40 | 17.40 | 17.40 | 1.00 | |
01/07/2025 | 17.37 | 17.37 | 17.37 | 17.37 | 1.00 | |
01/06/2025 | 17.48 | 17.48 | 17.48 | 17.48 | 1.00 | |
01/03/2025 | 17.32 | 17.32 | 17.32 | 17.32 | 1.00 | |
01/02/2025 | 16.96 | 16.96 | 16.96 | 16.96 | 1.00 | |
12/31/2024 | 16.89 | 16.89 | 16.89 | 16.89 | 1.00 | |
12/30/2024 | 16.82 | 16.82 | 16.82 | 16.82 | 1.00 | |
12/27/2024 | 17.68 | 17.68 | 17.68 | 17.68 | 1.00 | |
12/26/2024 | 17.95 | 17.95 | 17.95 | 17.95 | 1.00 | |
12/24/2024 | 17.86 | 17.86 | 17.86 | 17.86 | 1.00 | |
12/23/2024 | 17.70 | 17.70 | 17.70 | 17.70 | 1.00 | |
12/20/2024 | 17.75 | 17.75 | 17.75 | 17.75 | 1.00 | |
12/19/2024 | 17.61 | 17.61 | 17.61 | 17.61 | 1.00 | |
12/18/2024 | 17.55 | 17.55 | 17.55 | 17.55 | 1.00 | |
12/17/2024 | 18.24 | 18.24 | 18.24 | 18.24 | 1.00 | |
12/16/2024 | 18.52 | 18.52 | 18.52 | 18.52 | 1.00 | |
12/13/2024 | 18.39 | 18.39 | 18.39 | 18.39 | 1.00 | |
12/12/2024 | 18.42 | 18.42 | 18.42 | 18.42 | 1.00 | |
12/11/2024 | 18.71 | 18.71 | 18.71 | 18.71 | 1.00 | |
12/10/2024 | 18.46 | 18.46 | 18.46 | 18.46 | 1.00 | |
12/09/2024 | 18.60 | 18.60 | 18.60 | 18.60 | 1.00 | |
12/06/2024 | 19.02 | 19.02 | 19.02 | 19.02 | 1.00 | |
12/05/2024 | 18.91 | 18.91 | 18.91 | 18.91 | 1.00 | |
12/04/2024 | 19.19 | 19.19 | 19.19 | 19.19 | 1.00 | |
12/03/2024 | 18.99 | 18.99 | 18.99 | 18.99 | 1.00 | |
12/02/2024 | 18.95 | 18.95 | 18.95 | 18.95 | 1.00 | |
11/29/2024 | 18.94 | 18.94 | 18.94 | 18.94 | 1.00 | |
11/27/2024 | 18.85 | 18.85 | 18.85 | 18.85 | 1.00 | |
11/26/2024 | 18.98 | 18.98 | 18.98 | 18.98 | 1.00 | |
11/25/2024 | 18.99 | 18.99 | 18.99 | 18.99 | 1.00 | |
11/22/2024 | 18.96 | 18.96 | 18.96 | 18.96 | 1.00 | |
11/21/2024 | 18.74 | 18.74 | 18.74 | 18.74 | 1.00 | |
11/20/2024 | 18.32 | 18.32 | 18.32 | 18.32 | 1.00 | |
11/19/2024 | 18.32 | 18.32 | 18.32 | 18.32 | 1.00 | |
11/18/2024 | 17.99 | 17.99 | 17.99 | 17.99 | 1.00 | |
11/15/2024 | 17.88 | 17.88 | 17.88 | 17.88 | 1.00 | |
11/14/2024 | 18.28 | 18.28 | 18.28 | 18.28 | 1.00 | |
11/13/2024 | 18.59 | 18.59 | 18.59 | 18.59 | 1.00 | |
11/12/2024 | 18.66 | 18.66 | 18.66 | 18.66 | 1.00 | |
11/11/2024 | 18.88 | 18.88 | 18.88 | 18.88 | 1.00 | |
11/08/2024 | 18.79 | 18.79 | 18.79 | 18.79 | 1.00 | |
11/07/2024 | 18.49 | 18.49 | 18.49 | 18.49 | 1.00 | |
11/06/2024 | 18.25 | 18.25 | 18.25 | 18.25 | 1.00 | |
11/05/2024 | 17.54 | 17.54 | 17.54 | 17.54 | 1.00 | |
11/04/2024 | 17.21 | 17.21 | 17.21 | 17.21 | 1.00 | |
11/01/2024 | 17.21 | 17.21 | 17.21 | 17.21 | 1.00 | |
10/31/2024 | 17.14 | 17.14 | 17.14 | 17.14 | 1.00 | |
10/30/2024 | 17.43 | 17.43 | 17.43 | 17.43 | 1.00 | |
10/29/2024 | 17.46 | 17.46 | 17.46 | 17.46 | 1.00 | |
10/28/2024 | 17.20 | 17.20 | 17.20 | 17.20 | 1.00 | |
10/25/2024 | 17.08 | 17.08 | 17.08 | 17.08 | 1.00 | |
10/24/2024 | 17.08 | 17.08 | 17.08 | 17.08 | 1.00 | |
10/23/2024 | 17.01 | 17.01 | 17.01 | 17.01 | 1.00 | |
10/22/2024 | 17.15 | 17.15 | 17.15 | 17.15 | 1.00 |
About Chartwell Small Mutual Fund history
Chartwell Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Chartwell is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Chartwell Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Chartwell Small stock prices may prove useful in developing a viable investing in Chartwell Small
The fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.
Chartwell Small Mutual Fund Technical Analysis
Chartwell Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Chartwell Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Chartwell Small's price direction in advance. Along with the technical and fundamental analysis of Chartwell Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Chartwell to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.0123 | |||
Jensen Alpha | (0.01) | |||
Total Risk Alpha | (0.03) | |||
Sortino Ratio | (0.01) | |||
Treynor Ratio | 0.0062 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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.
Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
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Global Correlations Find global opportunities by holding instruments from different markets | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |