Commonwealth Real Estate Fund Manager Performance Evaluation
| CNREX Fund | USD 23.76 0.30 1.28% |
The fund shows a Beta (market volatility) of 0.46, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Commonwealth Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Commonwealth Real is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Commonwealth Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Commonwealth Real 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 | 28th of February 2023 | |
| Expense Ratio | 2.7200 |
Commonwealth |
Commonwealth Real Relative Risk vs. Return Landscape
If you would invest 2,476 in Commonwealth Real Estate on November 2, 2024 and sell it today you would lose (100.00) from holding Commonwealth Real Estate or give up 4.04% of portfolio value over 90 days. Commonwealth Real Estate is currently producing negative expected returns and takes up 0.9809% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Commonwealth, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Commonwealth Real Current Valuation
Fairly Valued
Today
Please note that Commonwealth Real's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Commonwealth Real Estate shows a prevailing Real Value of $23.89 per share. The current price of the fund is $23.76. We determine the value of Commonwealth Real Estate 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 Commonwealth Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Commonwealth Mutual Fund. However, Commonwealth Real'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 23.76 | Real 23.89 | Hype 23.76 | Naive 23.25 |
The intrinsic value of Commonwealth Real'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 Commonwealth Real'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 Commonwealth Real Estate helps investors to forecast how Commonwealth 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 Commonwealth Real more accurately as focusing exclusively on Commonwealth Real's fundamentals will not take into account other important factors: Commonwealth Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Commonwealth Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Commonwealth Real Estate, and traders can use it to determine the average amount a Commonwealth Real'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 = -0.0664
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CNREX |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Commonwealth Real 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 Commonwealth Real by adding Commonwealth Real to a well-diversified portfolio.
Commonwealth Real Fundamentals Growth
Commonwealth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Commonwealth Real, and Commonwealth Real 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 Commonwealth Mutual Fund performance.
| Price To Earning | 24.21 X | ||||
| Price To Book | 1.74 X | ||||
| Price To Sales | 1.98 X | ||||
About Commonwealth Real Performance
Evaluating Commonwealth Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Commonwealth Real 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 Commonwealth Real 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 at least 80 percent of its net assets in real estate securities. Investments made by the fund are in issuers in real estate and related industries . It invests primarily in equity securities as well as in the debt securities of companies in real estate industries.Things to note about Commonwealth Real Estate performance evaluation
Checking the ongoing alerts about Commonwealth Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Commonwealth Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Commonwealth Real generated a negative expected return over the last 90 days | |
| The fund holds 96.39% of its assets under management (AUM) in equities |
- Analyzing Commonwealth Real'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 Commonwealth Real's stock is overvalued or undervalued compared to its peers.
- Examining Commonwealth Real'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 Commonwealth Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Commonwealth Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Commonwealth Real's mutual fund. These opinions can provide insight into Commonwealth Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Commonwealth Mutual Fund
Commonwealth Real financial ratios help investors to determine whether Commonwealth 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 Commonwealth with respect to the benefits of owning Commonwealth Real security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |