Crm Small Cap Fund Manager Performance Evaluation
| CRMSX Fund | USD 14.15 0.13 0.93% |
The fund shows a Beta (market volatility) of 1.15, which signifies a somewhat significant risk relative to the market. Crm Small returns are very sensitive to returns on the market. As the market goes up or down, Crm Small is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days Crm Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Crm Small 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 October 2022 | |
| Expense Ratio | 1.2700 |
Crm |
Crm Small Relative Risk vs. Return Landscape
If you would invest 1,472 in Crm Small Cap on November 2, 2024 and sell it today you would lose (57.00) from holding Crm Small Cap or give up 3.87% of portfolio value over 90 days. Crm Small Cap is currently producing negative expected returns and takes up 1.8505% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Crm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crm Small Current Valuation
Fairly Valued
Today
Please note that Crm Small's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Crm Small Cap shows a prevailing Real Value of $14.33 per share. The current price of the fund is $14.15. We determine the value of Crm Small Cap 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 Crm Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crm Mutual Fund. However, Crm 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 14.15 | Real 14.33 | Hype 14.15 | Naive 13.91 |
The intrinsic value of Crm 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 Crm 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 Crm Small Cap helps investors to forecast how Crm 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 Crm Small more accurately as focusing exclusively on Crm Small's fundamentals will not take into account other important factors: Crm Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crm Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crm Small Cap, and traders can use it to determine the average amount a Crm 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 = -0.0263
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CRMSX |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Crm Small 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 Crm Small by adding Crm Small to a well-diversified portfolio.
Crm Small Fundamentals Growth
Crm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crm Small, and Crm 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 Crm Mutual Fund performance.
| Price To Earning | 22.69 X | |||
| Price To Book | 1.99 X | |||
| Price To Sales | 1.39 X | |||
| Total Asset | 28.66 M | |||
About Crm Small Performance
Evaluating Crm Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Crm 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 Crm 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.
The fund, under normal circumstances, invests at least 80 percent of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2000 Value Index that are publicly traded on a U.S. securities market. Crm Funds is traded on NASDAQ Exchange in the United States.Things to note about Crm Small Cap performance evaluation
Checking the ongoing alerts about Crm Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crm Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Crm Small Cap generated a negative expected return over the last 90 days | |
| The fund holds 96.13% of its assets under management (AUM) in equities |
- Analyzing Crm 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 Crm Small's stock is overvalued or undervalued compared to its peers.
- Examining Crm 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 Crm Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crm Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crm Small's mutual fund. These opinions can provide insight into Crm Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Crm Mutual Fund
Crm Small financial ratios help investors to determine whether Crm 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 Crm with respect to the benefits of owning Crm Small security.
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