Copeland Risk Managed Fund Manager Performance Evaluation
| CDCRX Fund | USD 11.41 0.02 0.17% |
The fund shows a Beta (market volatility) of 1.25, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Copeland Risk will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Copeland Risk Managed are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Copeland Risk showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of March 2025 | |
| Expense Ratio | 1.9500 |
Copeland |
Copeland Risk Relative Risk vs. Return Landscape
If you would invest 968.00 in Copeland Risk Managed on November 1, 2025 and sell it today you would earn a total of 173.00 from holding Copeland Risk Managed or generate 17.87% return on investment over 90 days. Copeland Risk Managed is currently producing 0.2899% returns and takes up 1.8359% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Copeland, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Copeland Risk Current Valuation
Undervalued
Today
Please note that Copeland Risk's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Copeland Risk Managed shows a prevailing Real Value of $12.15 per share. The current price of the fund is $11.41. We determine the value of Copeland Risk Managed from analyzing 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 point, mutual fund prices and their ongoing real values will blend.
Since Copeland Risk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Copeland Mutual Fund. However, Copeland Risk'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 11.41 | Real 12.15 | Hype 11.41 | Naive 11.71 |
The intrinsic value of Copeland Risk'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 Copeland Risk'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 Copeland Risk Managed helps investors to forecast how Copeland 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 Copeland Risk more accurately as focusing exclusively on Copeland Risk's fundamentals will not take into account other important factors: Copeland Risk Target Price Odds to finish over Current Price
The tendency of Copeland Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.41 | 90 days | 11.41 | about 12.17 |
Based on a normal probability distribution, the odds of Copeland Risk to move above the current price in 90 days from now is about 12.17 (This Copeland Risk Managed probability density function shows the probability of Copeland Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.25 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Copeland Risk will likely underperform. Additionally Copeland Risk Managed has an alpha of 0.1711, implying that it can generate a 0.17 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Copeland Risk Price Density |
| Price |
Predictive Modules for Copeland Risk
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Copeland Risk Managed. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Copeland Risk Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Copeland Risk is not an exception. The market had few large corrections towards the Copeland Risk's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Copeland Risk Managed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Copeland Risk within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | 1.25 | |
σ | Overall volatility | 0.78 | |
Ir | Information ratio | 0.10 |
Copeland Risk Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Copeland Risk for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Copeland Risk Managed can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Kenneth Phelan Increases Stake in John Hancock Financial Opportu - GuruFocus | |
| The fund holds 98.78% of its assets under management (AUM) in equities |
Copeland Risk Fundamentals Growth
Copeland Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Copeland Risk, and Copeland Risk 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 Copeland Mutual Fund performance.
| Price To Earning | 20.39 X | ||||
| Price To Book | 3.51 X | ||||
| Price To Sales | 1.02 X | ||||
| Total Asset | 5.78 M | ||||
About Copeland Risk Performance
Evaluating Copeland Risk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Copeland Risk 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 Copeland Risk 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 seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, by applying its fundamental stock selection to purchase equities of companies with a proven track record of dividend growth. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that have increased their dividend in the most recent annual period.Things to note about Copeland Risk Managed performance evaluation
Checking the ongoing alerts about Copeland Risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Copeland Risk Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Kenneth Phelan Increases Stake in John Hancock Financial Opportu - GuruFocus | |
| The fund holds 98.78% of its assets under management (AUM) in equities |
- Analyzing Copeland Risk'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 Copeland Risk's stock is overvalued or undervalued compared to its peers.
- Examining Copeland Risk'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 Copeland Risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Copeland Risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Copeland Risk's mutual fund. These opinions can provide insight into Copeland Risk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Copeland Mutual Fund
Copeland Risk financial ratios help investors to determine whether Copeland 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 Copeland with respect to the benefits of owning Copeland Risk security.
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