Cohen And Steers Fund Manager Performance Evaluation
| CSRIX Fund | USD 50.14 0.73 1.44% |
The fund shows a Beta (market volatility) of 0.47, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cohen's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cohen is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Cohen And Steers has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Cohen 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 | 1st of May 2023 | |
| Expense Ratio | 0.7500 |
Cohen |
Cohen Relative Risk vs. Return Landscape
If you would invest 5,120 in Cohen And Steers on December 5, 2024 and sell it today you would lose (106.00) from holding Cohen And Steers or give up 2.07% of portfolio value over 90 days. Cohen And Steers is currently producing negative expected returns and takes up 1.0755% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Cohen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cohen Current Valuation
Fairly Valued
Today
Please note that Cohen's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cohen And Steers shows a prevailing Real Value of $49.8 per share. The current price of the fund is $50.14. We determine the value of Cohen And Steers 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 Cohen is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cohen Mutual Fund. However, Cohen'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 50.14 | Real 49.8 | Hype 50.14 |
The intrinsic value of Cohen'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 Cohen'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 Cohen And Steers helps investors to forecast how Cohen 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 Cohen more accurately as focusing exclusively on Cohen's fundamentals will not take into account other important factors: Cohen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cohen's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cohen And Steers, and traders can use it to determine the average amount a Cohen'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 = -0.0276
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CSRIX |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.03 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 Cohen 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 Cohen by adding Cohen to a well-diversified portfolio.
Cohen Fundamentals Growth
Cohen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cohen, and Cohen 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 Cohen Mutual Fund performance.
| Price To Earning | 34.96 X | ||||
| Price To Book | 2.60 X | ||||
| Price To Sales | 7.11 X | ||||
About Cohen Performance
Evaluating Cohen's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cohen 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 Cohen 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 at least 80, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20 percent of its total assets in securities of foreign issuers which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts , Global Depositary Receipts and European Depositary Receipts . The fund is non-diversified.Things to note about Cohen And Steers performance evaluation
Checking the ongoing alerts about Cohen for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cohen And Steers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cohen And Steers generated a negative expected return over the last 90 days | |
| The fund holds 98.52% of its assets under management (AUM) in equities |
- Analyzing Cohen'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 Cohen's stock is overvalued or undervalued compared to its peers.
- Examining Cohen'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 Cohen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cohen's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cohen's mutual fund. These opinions can provide insight into Cohen's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cohen Mutual Fund
Cohen financial ratios help investors to determine whether Cohen 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 Cohen with respect to the benefits of owning Cohen security.
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