Clarkston Fund Institutional Fund Manager Performance Evaluation
| CILGX Fund | USD 16.28 0.07 0.43% |
The fund shows a Beta (market volatility) of 0.0336, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Clarkston Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clarkston Fund is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Clarkston Fund Institutional are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Clarkston Fund 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 | 27th of January 2023 | |
| Expense Ratio | 0.7000 |
Clarkston |
Clarkston Fund Relative Risk vs. Return Landscape
If you would invest 1,533 in Clarkston Fund Institutional on September 1, 2024 and sell it today you would earn a total of 95.00 from holding Clarkston Fund Institutional or generate 6.2% return on investment over 90 days. Clarkston Fund Institutional is currently producing 0.0973% returns and takes up 0.6156% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Clarkston, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clarkston Fund Current Valuation
Fairly Valued
Today
Please note that Clarkston Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clarkston Fund Insti shows a prevailing Real Value of $16.13 per share. The current price of the fund is $16.28. We determine the value of Clarkston Fund Insti 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 Clarkston Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clarkston Mutual Fund. However, Clarkston 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 16.28 | Real 16.13 | Hype 16.28 | Naive 16.51 |
The intrinsic value of Clarkston 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 Clarkston 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 Clarkston Fund Institutional helps investors to forecast how Clarkston 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 Clarkston Fund more accurately as focusing exclusively on Clarkston Fund's fundamentals will not take into account other important factors: Clarkston Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clarkston Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clarkston Fund Institutional, and traders can use it to determine the average amount a Clarkston 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 = 0.1581
| Best Portfolio | Best Equity | |||
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| Cash | CILGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Clarkston Fund is performing at about 12% 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 Clarkston Fund by adding it to a well-diversified portfolio.
Clarkston Fund Fundamentals Growth
Clarkston Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clarkston Fund, and Clarkston 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 Clarkston Mutual Fund performance.
About Clarkston Fund Performance
Evaluating Clarkston Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clarkston 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 Clarkston 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.
Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of large-capitalization companies. The funds investments in equity securities may include common stock, preferred stock and convertible securities. It may also invest in foreign equity securities through American Depositary Receipts . The fund invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. It is non-diversified.Things to note about Clarkston Fund Insti performance evaluation
Checking the ongoing alerts about Clarkston Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clarkston Fund Insti 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 19.86% of its assets under management (AUM) in cash |
- Analyzing Clarkston 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 Clarkston Fund's stock is overvalued or undervalued compared to its peers.
- Examining Clarkston 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 Clarkston Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clarkston Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clarkston Fund's mutual fund. These opinions can provide insight into Clarkston Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clarkston Mutual Fund
Clarkston Fund financial ratios help investors to determine whether Clarkston 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 Clarkston with respect to the benefits of owning Clarkston Fund security.
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