Chase Growth Fund Manager Performance Evaluation
| CHASX Fund | USD 17.31 0.05 0.29% |
The fund shows a Beta (market volatility) of 0.026, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Chase Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Chase Growth is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Chase Growth Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Chase Growth may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of January 2023 | |
| Expense Ratio | 1.1500 |
Chase |
Chase Growth Relative Risk vs. Return Landscape
If you would invest 1,571 in Chase Growth Fund on August 24, 2024 and sell it today you would earn a total of 160.00 from holding Chase Growth Fund or generate 10.18% return on investment over 90 days. Chase Growth Fund is currently producing 0.1582% returns and takes up 0.9192% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Chase, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Chase Growth Current Valuation
Undervalued
Today
Please note that Chase Growth's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Chase Growth shows a prevailing Real Value of $18.49 per share. The current price of the fund is $17.31. We determine the value of Chase Growth 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 Chase Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Chase Mutual Fund. However, Chase Growth'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 17.31 | Real 18.49 | Hype 17.31 | Naive 17.09 |
The intrinsic value of Chase Growth'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 Chase Growth'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 Chase Growth Fund helps investors to forecast how Chase 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 Chase Growth more accurately as focusing exclusively on Chase Growth's fundamentals will not take into account other important factors: Chase Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chase Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Chase Growth Fund, and traders can use it to determine the average amount a Chase Growth'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 = 0.1721
| Best Portfolio | Best Equity | |||
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| Small Returns | CHASX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Chase Growth is performing at about 13% 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 Chase Growth by adding it to a well-diversified portfolio.
Chase Growth Fundamentals Growth
Chase Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Chase Growth, and Chase Growth 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 Chase Mutual Fund performance.
| Price To Earning | 20.20 X | |||
| Price To Book | 3.99 X | |||
| Price To Sales | 1.99 X | |||
| Total Asset | 33.5 M | |||
About Chase Growth Performance
Evaluating Chase Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Chase Growth 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 Chase Growth 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.
Under normal market conditions, the fund invests primarily in common stocks of domestic companies of any size market capitalization. Stocks that the adviser purchases for it typically have earnings growth in excess of 10 percent per year on a historical basis, have demonstrated consistency of earnings growth over time and are believed by the adviser to be of higher quality than other company stocks. The fund may invest a portion of its assets in non-U.S. issuers that are either publicly traded in the U.S. or through the use of depositary receipts, such as American Depositary Receipts .Things to note about Chase Growth performance evaluation
Checking the ongoing alerts about Chase Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Chase 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 5.78% of its assets under management (AUM) in cash |
- Analyzing Chase Growth'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 Chase Growth's stock is overvalued or undervalued compared to its peers.
- Examining Chase Growth'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 Chase Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Chase Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Chase Growth's mutual fund. These opinions can provide insight into Chase Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Chase Mutual Fund
Chase Growth financial ratios help investors to determine whether Chase 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 Chase with respect to the benefits of owning Chase Growth security.
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