Clipper Fund Inc Fund Manager Performance Evaluation
| CFIMX Fund | USD 155.53 1.81 1.18% |
The fund shows a Beta (market volatility) of -0.14, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Clipper Fund are expected to decrease at a much lower rate. During the bear market, Clipper Fund is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Clipper Fund Inc are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Clipper Fund may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Tracking Christopher Davis Davis Selected Advisers 13F Portfolio - Q3 2024 Update - Seeking Alpha | 11/08/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.7100 |
CLIPPER |
Clipper Fund Relative Risk vs. Return Landscape
If you would invest 14,285 in Clipper Fund Inc on August 29, 2024 and sell it today you would earn a total of 1,268 from holding Clipper Fund Inc or generate 8.88% return on investment over 90 days. Clipper Fund Inc is currently producing 0.1399% returns and takes up 0.9982% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than CLIPPER, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clipper Fund Current Valuation
Overvalued
Today
Please note that Clipper Fund's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Clipper Fund shows a prevailing Real Value of $146.98 per share. The current price of the fund is $155.53. 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 155.53 | Real 146.98 | Hype 155.53 | Naive 152.82 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clipper Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clipper Fund Inc, and traders can use it to determine the average amount a Clipper Fund'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 = 0.1402
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CFIMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Clipper Fund is performing at about 11% 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 Clipper Fund by adding it to a well-diversified portfolio.
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 | |||
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.| Latest headline from news.google.com: Tracking Christopher Davis Davis Selected Advisers 13F Portfolio - Q3 2024 Update - Seeking Alpha | |
| 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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |