Champlain Small Pany Fund Manager Performance Evaluation
| CIPSX Fund | USD 25.16 0.35 1.41% |
The fund shows a Beta (market volatility) of 1.37, 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, Champlain Small will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Champlain Small Pany are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Champlain Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.2600 |
Champlain |
Champlain Small Relative Risk vs. Return Landscape
If you would invest 2,242 in Champlain Small Pany on August 27, 2024 and sell it today you would earn a total of 239.00 from holding Champlain Small Pany or generate 10.66% return on investment over 90 days. Champlain Small Pany is currently producing 0.1653% returns and takes up 1.1942% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Champlain, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Champlain Small Current Valuation
Undervalued
Today
Please note that Champlain Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Champlain Small Pany shows a prevailing Real Value of $27.17 per share. The current price of the fund is $25.16. We determine the value of Champlain Small Pany 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 Champlain Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Champlain Mutual Fund. However, Champlain Small'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 25.16 | Real 27.17 | Hype 24.81 | Naive 24.03 |
The intrinsic value of Champlain Small'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 Champlain Small'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 Champlain Small Pany helps investors to forecast how Champlain 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 Champlain Small more accurately as focusing exclusively on Champlain Small's fundamentals will not take into account other important factors: Champlain Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Champlain Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Champlain Small Pany, and traders can use it to determine the average amount a Champlain Small'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 = 0.1384
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CIPSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Champlain Small is performing at about 10% 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 Champlain Small by adding it to a well-diversified portfolio.
Champlain Small Fundamentals Growth
Champlain Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Champlain Small, and Champlain Small 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 Champlain Mutual Fund performance.
| Price To Earning | 6.90 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 367.77 M | ||||
About Champlain Small Performance
Evaluating Champlain Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Champlain Small 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 Champlain Small 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 at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.Things to note about Champlain Small Pany performance evaluation
Checking the ongoing alerts about Champlain Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Champlain Small Pany 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 98.05% of its assets under management (AUM) in equities |
- Analyzing Champlain Small'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 Champlain Small's stock is overvalued or undervalued compared to its peers.
- Examining Champlain Small'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 Champlain Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Champlain Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Champlain Small's mutual fund. These opinions can provide insight into Champlain Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Champlain Mutual Fund
Champlain Small financial ratios help investors to determine whether Champlain 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 Champlain with respect to the benefits of owning Champlain Small security.
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