Ci Global Resource Fund Manager Performance Evaluation
| 0P000070I2 | CAD 29.45 0.29 0.98% |
The fund owns a Beta (Systematic Risk) of 0.0409, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CI Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding CI Global is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days CI Global Resource has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, CI Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 8.38 | |
| Fifty Two Week High | 15.34 | |
| Annual Report Expense Ratio | 2.34% |
0P000070I2 |
CI Global Relative Risk vs. Return Landscape
If you would invest 3,007 in CI Global Resource on October 22, 2024 and sell it today you would lose (62.00) from holding CI Global Resource or give up 2.06% of portfolio value over 90 days. CI Global Resource is generating negative expected returns and assumes 1.0009% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than 0P000070I2, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CI Global Current Valuation
Fairly Valued
Today
Please note that CI Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. CI Global Resource owns a latest Real Value of C$29.18 per share. The recent price of the fund is C$29.45. We determine the value of CI Global Resource from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, sooner or later, fund prices and their ongoing real values will grow together.
Since CI Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P000070I2 Fund. However, CI Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 29.45 | Real 29.18 | Hype 29.45 | Naive 30.0 |
The real value of 0P000070I2 Fund, also known as its intrinsic value, is the underlying worth of CI Global Resource Fund, which is reflected in its stock price. It is based on CI Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of CI Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of CI Global Resource helps investors to forecast how 0P000070I2 fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of CI Global more accurately as focusing exclusively on CI Global's fundamentals will not take into account other important factors: CI Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CI Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CI Global Resource, and traders can use it to determine the average amount a CI Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0292
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P000070I2 |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CI Global is not performing at its full potential. However, 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 CI Global by adding CI Global to a well-diversified portfolio.
CI Global Fundamentals Growth
0P000070I2 Fund prices reflect investors' perceptions of the future prospects and financial health of CI Global, and CI Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on 0P000070I2 Fund performance.
| Total Asset | 71.19 M | |||
About CI Global Performance
By analyzing CI Global's fundamental ratios, stakeholders can gain valuable insights into CI Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CI Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if CI Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
This funds objective is to obtain maximum longterm capital growth. CI Signature is traded on Toronto Stock Exchange in Canada.Things to note about CI Global Resource performance evaluation
Checking the ongoing alerts about CI Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CI Global Resource help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CI Global Resource generated a negative expected return over the last 90 days | |
| This fund generated-5.0 ten year return of -5.0% | |
| CI Global holds about 10.66% of its total net assets in cash |
- Analyzing CI Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether CI Global's stock is overvalued or undervalued compared to its peers.
- Examining CI Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating CI Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CI Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CI Global's fund. These opinions can provide insight into CI Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in 0P000070I2 Fund
CI Global financial ratios help investors to determine whether 0P000070I2 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 0P000070I2 with respect to the benefits of owning CI Global security.
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