Coho Relative Value Fund Manager Performance Evaluation

COHOX Fund  USD 8.00  0.00  0.00%   
The fund shows a Beta (market volatility) of -1.53, which signifies a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Coho Relative are expected to decrease by larger amounts. On the other hand, during market turmoil, Coho Relative is expected to outperform it.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Coho Relative Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
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1
Huber Select Large Cap Value Fund to Acquire the Assets of Coho Relative Value Fund - The Manila Times
12/01/2025
2
Huber Capital Management Expands with the Acquisition Coho Relative Value Fund - FinancialContent
12/23/2025
Expense Ratio Date28th of November 2022
Expense Ratio0.7900
  

Coho Relative Relative Risk vs. Return Landscape

If you would invest  1,309  in Coho Relative Value on September 28, 2025 and sell it today you would lose (509.00) from holding Coho Relative Value or give up 38.88% of portfolio value over 90 days. Coho Relative Value is currently producing negative expected returns and takes up 5.0577% volatility of returns over 90 trading days. Put another way, 45% of traded mutual funds are less volatile than Coho, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Coho Relative is expected to under-perform the market. In addition to that, the company is 7.1 times more volatile than its market benchmark. It trades about -0.12 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Coho Relative Current Valuation

Overvalued
Today
8.00
Please note that Coho Relative's price fluctuation is moderately volatile at this time. At this time, the entity appears to be overvalued. Coho Relative Value shows a prevailing Real Value of $7.4 per share. The current price of the fund is $8.0. We determine the value of Coho Relative Value 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 Coho Relative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Coho Mutual Fund. However, Coho Relative'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  8.0 Real  7.4 Hype  8.0 Naive  9.07
The intrinsic value of Coho Relative'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 Coho Relative'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.
7.40
Real Value
12.46
Upside
Estimating the potential upside or downside of Coho Relative Value helps investors to forecast how Coho 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 Coho Relative more accurately as focusing exclusively on Coho Relative's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.1711.1416.11
Details
Hype
Prediction
LowEstimatedHigh
2.948.0013.06
Details
Naive
Forecast
LowNext ValueHigh
4.019.0714.12
Details

Coho Relative Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Coho Relative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Coho Relative Value, and traders can use it to determine the average amount a Coho Relative'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 = -0.1197

Best PortfolioBest Equity
Good Returns
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CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsCOHOX
Based on monthly moving average Coho Relative 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 Coho Relative by adding Coho Relative to a well-diversified portfolio.

Coho Relative Fundamentals Growth

Coho Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Coho Relative, and Coho Relative 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 Coho Mutual Fund performance.

About Coho Relative Performance

Evaluating Coho Relative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Coho Relative 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 Coho Relative 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 equity securities. The equity securities in which the fund primarily invests include common stocks. It focuses its investments in dividend paying equity securities issued by larger-capitalization companies. The adviser generally considers a company to be a larger cap company if it has a market capitalization, at the time of purchase, over 5 billion.

Things to note about Coho Relative Value performance evaluation

Checking the ongoing alerts about Coho Relative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Coho Relative Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Coho Relative Value generated a negative expected return over the last 90 days
Coho Relative Value has high historical volatility and very poor performance
Latest headline from news.google.com: Huber Capital Management Expands with the Acquisition Coho Relative Value Fund - FinancialContent
The fund holds 97.21% of its assets under management (AUM) in equities
Evaluating Coho Relative's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Coho Relative's mutual fund performance include:
  • Analyzing Coho Relative'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 Coho Relative's stock is overvalued or undervalued compared to its peers.
  • Examining Coho Relative'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 Coho Relative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Coho Relative's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Coho Relative's mutual fund. These opinions can provide insight into Coho Relative's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Coho Relative's mutual fund performance is not an exact science, and many factors can impact Coho Relative's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Coho Mutual Fund

Coho Relative financial ratios help investors to determine whether Coho 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 Coho with respect to the benefits of owning Coho Relative security.
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