Cdspi Income Growth Fund Manager Performance Evaluation
| 0P0000JU3R | CAD 35.54 0.25 0.71% |
The fund shows a Beta (market volatility) of 0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CDSPI Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding CDSPI Income is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in CDSPI Income Growth are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively steady forward-looking indicators, CDSPI Income is not utilizing all of its potentials. The current stock price chaos, may contribute to medium-term losses for the stakeholders.
...more| Fifty Two Week Low | 18.67 | |
| Fifty Two Week High | 25.04 |
CDSPI |
CDSPI Income Relative Risk vs. Return Landscape
If you would invest 3,373 in CDSPI Income Growth on November 4, 2024 and sell it today you would earn a total of 181.00 from holding CDSPI Income Growth or generate 5.37% return on investment over 90 days. CDSPI Income Growth is generating 0.085% of daily returns and assumes 0.3702% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than CDSPI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CDSPI Income Current Valuation
Fairly Valued
Today
Please note that CDSPI Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. CDSPI Income Growth shows a prevailing Real Value of C$35.33 per share. The current price of the fund is C$35.54. We determine the value of CDSPI Income Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued funds and dropping overvalued funds since, in the future, fund prices and their ongoing real values will blend.
CDSPI Income's intrinsic value may or may not be the same as its current market price of 35.54, 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 35.54 | Real 35.33 | Hype 35.54 | Naive 35.53 |
The intrinsic value of CDSPI Income's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence CDSPI Income's stock price.
Estimating the potential upside or downside of CDSPI Income Growth helps investors to forecast how CDSPI 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 CDSPI Income more accurately as focusing exclusively on CDSPI Income's fundamentals will not take into account other important factors: CDSPI Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CDSPI Income's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CDSPI Income Growth, and traders can use it to determine the average amount a CDSPI Income'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 = 0.2296
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| Cash | 0P0000JU3R | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average CDSPI Income is performing at about 18% 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 CDSPI Income by adding it to a well-diversified portfolio.
CDSPI Income Fundamentals Growth
CDSPI Fund prices reflect investors' perceptions of the future prospects and financial health of CDSPI Income, and CDSPI Income 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 CDSPI Fund performance.
| Total Asset | 16.3 M | |||
About CDSPI Income Performance
By evaluating CDSPI Income's fundamental ratios, stakeholders can gain valuable insights into CDSPI Income's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CDSPI Income 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 CDSPI Income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The funds seeks to provide a steady flow of current income while preserving capital. CDSPI Income is traded on Toronto Stock Exchange in Canada.Things to note about CDSPI Income Growth performance evaluation
Checking the ongoing alerts about CDSPI Income for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CDSPI Income Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 19.85% of its total net assets in fixed income securities |
- Analyzing CDSPI Income'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 CDSPI Income's stock is overvalued or undervalued compared to its peers.
- Examining CDSPI Income'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 CDSPI Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CDSPI Income's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CDSPI Income's fund. These opinions can provide insight into CDSPI Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CDSPI Fund
CDSPI Income financial ratios help investors to determine whether CDSPI 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 CDSPI with respect to the benefits of owning CDSPI Income security.
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