Carillon Chartwell Short Fund Manager Performance Evaluation
| CWFRX Fund | 9.55 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0495, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Carillon Chartwell's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carillon Chartwell is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Carillon Chartwell Short are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Carillon Chartwell is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Carillon Chartwell Relative Risk vs. Return Landscape
If you would invest 946.00 in Carillon Chartwell Short on August 28, 2024 and sell it today you would earn a total of 9.00 from holding Carillon Chartwell Short or generate 0.95% return on investment over 90 days. Carillon Chartwell Short is currently producing 0.0151% returns and takes up 0.0862% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Carillon, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Carillon Chartwell Current Valuation
Overvalued
Today
Please note that Carillon Chartwell's price fluctuation is very steady at this time. Carillon Chartwell Short shows a prevailing Real Value of USD8.78 per share. The current price of the fund is USD9.55. Our model approximates the value of Carillon Chartwell Short from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Carillon Chartwell is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Carillon Mutual Fund. However, Carillon Chartwell'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 9.55 | Real 8.78 | Hype 9.55 | Naive 9.54 |
The intrinsic value of Carillon Chartwell'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 Carillon Chartwell'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 Carillon Chartwell Short helps investors to forecast how Carillon 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 Carillon Chartwell more accurately as focusing exclusively on Carillon Chartwell's fundamentals will not take into account other important factors: Carillon Chartwell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Chartwell's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Carillon Chartwell Short, and traders can use it to determine the average amount a Carillon Chartwell'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 = 0.1749
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| CWFRX |
Based on monthly moving average Carillon Chartwell is performing at about 13% 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 Carillon Chartwell by adding it to a well-diversified portfolio.
About Carillon Chartwell Performance
Evaluating Carillon Chartwell's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carillon Chartwell 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 Carillon Chartwell 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 circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities. High yield debt securities, also referred to as junk bonds, are securities rated below the Baa3 category at the time of purchase or, if unrated, determined to be of comparable credit quality by the funds sub-adviser. It may invest up to 20 percent of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.Things to note about Carillon Chartwell Short performance evaluation
Checking the ongoing alerts about Carillon Chartwell for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Carillon Chartwell Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Carillon Chartwell's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Carillon Chartwell's mutual fund performance include:- Analyzing Carillon Chartwell'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 Carillon Chartwell's stock is overvalued or undervalued compared to its peers.
- Examining Carillon Chartwell'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 Carillon Chartwell's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carillon Chartwell's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Carillon Chartwell's mutual fund. These opinions can provide insight into Carillon Chartwell's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Carillon Mutual Fund
Carillon Chartwell financial ratios help investors to determine whether Carillon 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 Carillon with respect to the benefits of owning Carillon Chartwell security.
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