Consumer Goods Ultrasector Fund Manager Performance Evaluation
| CNPSX Fund | USD 69.62 0.17 0.24% |
The fund shows a Beta (market volatility) of 0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Consumer Goods' returns are expected to increase less than the market. However, during the bear market, the loss of holding Consumer Goods is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Consumer Goods Ultrasector has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Consumer Goods is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 2.7800 |
Consumer |
Consumer Goods Relative Risk vs. Return Landscape
If you would invest 7,045 in Consumer Goods Ultrasector on September 3, 2024 and sell it today you would lose (83.00) from holding Consumer Goods Ultrasector or give up 1.18% of portfolio value over 90 days. Consumer Goods Ultrasector is currently producing negative expected returns and takes up 0.8671% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Consumer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Consumer Goods Current Valuation
Fairly Valued
Today
Please note that Consumer Goods' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Consumer Goods Ultra shows a prevailing Real Value of $69.42 per share. The current price of the fund is $69.62. We determine the value of Consumer Goods Ultra 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 Consumer Goods is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Consumer Mutual Fund. However, Consumer Goods' 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 69.62 | Real 69.42 | Hype 69.62 | Naive 71.47 |
The intrinsic value of Consumer Goods' 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 Consumer Goods' 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 Consumer Goods Ultrasector helps investors to forecast how Consumer 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 Consumer Goods more accurately as focusing exclusively on Consumer Goods' fundamentals will not take into account other important factors: Consumer Goods Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Consumer Goods' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Consumer Goods Ultrasector, and traders can use it to determine the average amount a Consumer Goods' 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 = -0.0171
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CNPSX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Consumer Goods is not performing at its full potential. However, 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 Consumer Goods by adding Consumer Goods to a well-diversified portfolio.
Consumer Goods Fundamentals Growth
Consumer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Consumer Goods, and Consumer Goods 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 Consumer Mutual Fund performance.
| Price To Earning | 7.74 X | |||
| Price To Book | 4.13 X | |||
| Price To Sales | 1.68 X | |||
| Total Asset | 3.42 M | |||
About Consumer Goods Performance
Evaluating Consumer Goods' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Consumer Goods 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 Consumer Goods 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 fund invests in financial instruments that the fund advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is one of eleven SP Select Sector Indices, each designed to measure the performance of a sector of the SP 500. The fund is non-diversified.Things to note about Consumer Goods Ultra performance evaluation
Checking the ongoing alerts about Consumer Goods for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Consumer Goods Ultra help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Consumer Goods Ultra generated a negative expected return over the last 90 days | |
| The fund generated three year return of -8.0% | |
| Consumer Goods Ultra holds about 21.86% of its assets under management (AUM) in cash |
- Analyzing Consumer Goods' 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 Consumer Goods' stock is overvalued or undervalued compared to its peers.
- Examining Consumer Goods' 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 Consumer Goods' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Consumer Goods' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Consumer Goods' mutual fund. These opinions can provide insight into Consumer Goods' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Consumer Mutual Fund
Consumer Goods financial ratios help investors to determine whether Consumer 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 Consumer with respect to the benefits of owning Consumer Goods security.
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