Cb Large Cap Fund Manager Performance Evaluation
| CBEAX Fund | USD 14.24 0.03 0.21% |
The fund owns a Beta (Systematic Risk) of 0.0203, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cb Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cb Large is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Cb Large Cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Cb Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.8200 |
CBEAX |
Cb Large Relative Risk vs. Return Landscape
If you would invest 1,362 in Cb Large Cap on September 1, 2024 and sell it today you would earn a total of 62.00 from holding Cb Large Cap or generate 4.55% return on investment over 90 days. Cb Large Cap is currently producing 0.0725% returns and takes up 0.6023% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than CBEAX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cb Large Current Valuation
Fairly Valued
Today
Please note that Cb Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cb Large Cap owns a latest Real Value of $14.13 per share. The recent price of the fund is $14.24. We determine the value of Cb Large Cap from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will grow together.
Since Cb Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CBEAX Mutual Fund. However, Cb Large'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 14.24 | Real 14.13 | Hype 14.24 | Naive 14.31 |
The intrinsic value of Cb Large'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, news, and other external factors that may influence Cb Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Cb Large Cap helps investors to forecast how CBEAX mutual 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 Cb Large more accurately as focusing exclusively on Cb Large's fundamentals will not take into account other important factors: Cb Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cb Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cb Large Cap, and traders can use it to determine the average amount a Cb Large'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 = 0.1203
| Best Portfolio | Best Equity | |||
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| Cash | CBEAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Cb Large is performing at about 9% 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 Cb Large by adding it to a well-diversified portfolio.
Cb Large Fundamentals Growth
CBEAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cb Large, and Cb Large 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 CBEAX Mutual Fund performance.
| Price To Earning | 17.66 X | ||||
| Price To Book | 2.27 X | ||||
| Price To Sales | 1.16 X | ||||
| Total Asset | 82.56 M | ||||
About Cb Large Performance
Evaluating Cb Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cb Large 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 Cb Large 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 fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the CB Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of large-capitalization companies, which is defined as companies with market capitalizations within the range of the Russell 1000 Index at the time of purchase.Things to note about Cb Large Cap performance evaluation
Checking the ongoing alerts about Cb Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cb Large Cap 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 98.32% of its assets under management (AUM) in equities |
- Analyzing Cb Large'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 Cb Large's stock is overvalued or undervalued compared to its peers.
- Examining Cb Large'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 Cb Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cb Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cb Large's mutual fund. These opinions can provide insight into Cb Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CBEAX Mutual Fund
Cb Large financial ratios help investors to determine whether CBEAX 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 CBEAX with respect to the benefits of owning Cb Large security.
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