Caldwell Orkin Market Fund Manager Performance Evaluation
| COAGX Fund | USD 43.56 5.12 1.08% |
The fund shows a Beta (market volatility) of -0.0031, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Caldwell Orkin are expected to decrease at a much lower rate. During the bear market, Caldwell Orkin is likely to outperform the market.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Caldwell Orkin Market are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Caldwell Orkin showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 26th of August 2022 | |
| Expense Ratio | 3.0800 |
Caldwell |
Caldwell Orkin Relative Risk vs. Return Landscape
If you would invest 4,488 in Caldwell Orkin Market on August 24, 2024 and sell it today you would earn a total of 760.00 from holding Caldwell Orkin Market or generate 16.93% return on investment over 90 days. Caldwell Orkin Market is currently producing 0.2533% returns and takes up 1.3368% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Caldwell, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Caldwell Orkin Current Valuation
Overvalued
Today
Please note that Caldwell Orkin's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Caldwell Orkin Market shows a prevailing Real Value of $50.1 per share. The current price of the fund is $52.48. We determine the value of Caldwell Orkin Market 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 Caldwell Orkin is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Caldwell Mutual Fund. However, Caldwell Orkin'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 52.48 | Real 50.1 | Hype 52.48 | Naive 52.2 |
The intrinsic value of Caldwell Orkin'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 Caldwell Orkin'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 Caldwell Orkin Market helps investors to forecast how Caldwell 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 Caldwell Orkin more accurately as focusing exclusively on Caldwell Orkin's fundamentals will not take into account other important factors: Caldwell Orkin Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caldwell Orkin's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Caldwell Orkin Market, and traders can use it to determine the average amount a Caldwell Orkin'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 = 0.1894
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | COAGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.34 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Caldwell Orkin is performing at about 14% 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 Caldwell Orkin by adding it to a well-diversified portfolio.
Caldwell Orkin Fundamentals Growth
Caldwell Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Caldwell Orkin, and Caldwell Orkin 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 Caldwell Mutual Fund performance.
| Price To Earning | 23.33 X | |||
| Price To Book | 3.39 X | |||
| Price To Sales | 2.10 X | |||
About Caldwell Orkin Performance
Evaluating Caldwell Orkin's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Caldwell Orkin 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 Caldwell Orkin 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 funds principal investment strategy involves active asset allocation among long, short and cash positions in an effort to mitigate market risk , while employing fundamental and technical analysis in an effort to mitigate stock selection risk. Caldwell Orkin is traded on NASDAQ Exchange in the United States.Things to note about Caldwell Orkin Market performance evaluation
Checking the ongoing alerts about Caldwell Orkin for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Caldwell Orkin Market help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated-1.0 ten year return of -1.0% | |
| Caldwell Orkin Market holds about 26.27% of its assets under management (AUM) in cash |
- Analyzing Caldwell Orkin'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 Caldwell Orkin's stock is overvalued or undervalued compared to its peers.
- Examining Caldwell Orkin'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 Caldwell Orkin's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caldwell Orkin's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Caldwell Orkin's mutual fund. These opinions can provide insight into Caldwell Orkin's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Caldwell Mutual Fund
Caldwell Orkin financial ratios help investors to determine whether Caldwell 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 Caldwell with respect to the benefits of owning Caldwell Orkin security.
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