Clipper Fund Inc Fund Manager Performance Evaluation
| CFIMX Fund | USD 16.22 0.30 1.82% |
The fund shows a Beta (market volatility) of 0.8, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clipper Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clipper Fund is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Clipper Fund Inc are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Clipper Fund showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.7000 |
Clipper |
Clipper Fund Relative Risk vs. Return Landscape
If you would invest 1,435 in Clipper Fund Inc on November 14, 2025 and sell it today you would earn a total of 187.00 from holding Clipper Fund Inc or generate 13.03% return on investment over 90 days. Clipper Fund Inc is currently producing 0.2045% returns and takes up 0.8413% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Clipper, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clipper Fund Current Valuation
Undervalued
Today
Please note that Clipper Fund's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Clipper Fund shows a prevailing Real Value of $17.65 per share. The current price of the fund is $16.22. We determine the value of Clipper Fund 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 Clipper Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clipper Mutual Fund. However, Clipper Fund'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 16.22 | Real 17.65 | Hype 16.51 |
The intrinsic value of Clipper Fund'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 Clipper Fund'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 Clipper Fund Inc helps investors to forecast how Clipper 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 Clipper Fund more accurately as focusing exclusively on Clipper Fund's fundamentals will not take into account other important factors: Clipper Fund Target Price Odds to finish over Current Price
The tendency of Clipper 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 |
| 16.22 | 90 days | 16.22 | about 21.88 |
Based on a normal probability distribution, the odds of Clipper Fund to move above the current price in 90 days from now is about 21.88 (This Clipper Fund Inc probability density function shows the probability of Clipper Mutual Fund to fall within a particular range of prices over 90 days) .
Clipper Fund Price Density |
| Price |
Predictive Modules for Clipper Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Clipper Fund. 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.Clipper Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Clipper Fund is not an exception. The market had few large corrections towards the Clipper Fund'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 Clipper Fund Inc, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Clipper Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 0.76 | |
Ir | Information ratio | 0.13 |
Clipper Fund 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 Clipper Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Clipper Fund can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 5.7% of its assets under management (AUM) in cash |
Clipper Fund Fundamentals Growth
Clipper Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clipper Fund, and Clipper Fund 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 Clipper Mutual Fund performance.
| Price To Earning | 10.66 X | ||||
| Price To Book | 2.06 X | ||||
| Price To Sales | 1.83 X | ||||
| Total Asset | 1.43 B | ||||
About Clipper Fund Performance
Evaluating Clipper Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clipper Fund 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 Clipper Fund 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 investment adviser uses the Davis Investment Discipline to invest Clipper Funds portfolio principally in common stocks issued by large companies with market capitalizations of at least 10 billion. The funds portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. It is non-diversified.Things to note about Clipper Fund performance evaluation
Checking the ongoing alerts about Clipper Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clipper Fund 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 5.7% of its assets under management (AUM) in cash |
- Analyzing Clipper Fund'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 Clipper Fund's stock is overvalued or undervalued compared to its peers.
- Examining Clipper Fund'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 Clipper Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clipper Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clipper Fund's mutual fund. These opinions can provide insight into Clipper Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clipper Mutual Fund
Clipper Fund financial ratios help investors to determine whether Clipper 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 Clipper with respect to the benefits of owning Clipper Fund security.
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