Chartwell Small Cap Fund Technical Analysis
| CWSGX Fund | USD 20.17 0.20 0.98% |
As of the 1st of February, Chartwell Small shows the risk adjusted performance of 0.0544, and Mean Deviation of 1.03. Chartwell Small Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Chartwell Small Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Chartwell, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to ChartwellChartwell |
Chartwell Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Chartwell Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Chartwell Small.
| 11/03/2025 |
| 02/01/2026 |
If you would invest 0.00 in Chartwell Small on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Chartwell Small Cap or generate 0.0% return on investment in Chartwell Small over 90 days. Chartwell Small is related to or competes with Fidelity Sai, Lincoln Inflation, Ab Bond, Guggenheim Managed, Ab Bond, Goldman Sachs, and Ab Municipal. The fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S More
Chartwell Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Chartwell Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Chartwell Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.47 | |||
| Information Ratio | 0.0358 | |||
| Maximum Drawdown | 6.5 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 2.06 |
Chartwell Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chartwell Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Chartwell Small's standard deviation. In reality, there are many statistical measures that can use Chartwell Small historical prices to predict the future Chartwell Small's volatility.| Risk Adjusted Performance | 0.0544 | |||
| Jensen Alpha | 0.088 | |||
| Total Risk Alpha | 0.0178 | |||
| Sortino Ratio | 0.0332 | |||
| Treynor Ratio | (0.69) |
Chartwell Small February 1, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0544 | |||
| Market Risk Adjusted Performance | (0.68) | |||
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.34 | |||
| Downside Deviation | 1.47 | |||
| Coefficient Of Variation | 1455.18 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.86 | |||
| Information Ratio | 0.0358 | |||
| Jensen Alpha | 0.088 | |||
| Total Risk Alpha | 0.0178 | |||
| Sortino Ratio | 0.0332 | |||
| Treynor Ratio | (0.69) | |||
| Maximum Drawdown | 6.5 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 2.06 | |||
| Downside Variance | 2.16 | |||
| Semi Variance | 1.79 | |||
| Expected Short fall | (1.13) | |||
| Skewness | (0.59) | |||
| Kurtosis | 1.04 |
Chartwell Small Cap Backtested Returns
At this stage we consider Chartwell Mutual Fund to be very steady. Chartwell Small Cap secures Sharpe Ratio (or Efficiency) of 0.0687, which signifies that the fund had a 0.0687 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Chartwell Small Cap, which you can use to evaluate the volatility of the entity. Please confirm Chartwell Small's risk adjusted performance of 0.0544, and Mean Deviation of 1.03 to double-check if the risk estimate we provide is consistent with the expected return of 0.0938%. The fund shows a Beta (market volatility) of -0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Chartwell Small are expected to decrease at a much lower rate. During the bear market, Chartwell Small is likely to outperform the market.
Auto-correlation | 0.53 |
Modest predictability
Chartwell Small Cap has modest predictability. Overlapping area represents the amount of predictability between Chartwell Small time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Chartwell Small Cap price movement. The serial correlation of 0.53 indicates that about 53.0% of current Chartwell Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.53 | |
| Spearman Rank Test | 0.53 | |
| Residual Average | 0.0 | |
| Price Variance | 0.22 |
Chartwell Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Chartwell Small Cap Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Chartwell Small Cap volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Chartwell Small Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Chartwell Small Cap on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Chartwell Small Cap based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Chartwell Small Cap price pattern first instead of the macroeconomic environment surrounding Chartwell Small Cap. By analyzing Chartwell Small's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Chartwell Small's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Chartwell Small specific price patterns or momentum indicators. Please read more on our technical analysis page.
Chartwell Small February 1, 2026 Technical Indicators
Most technical analysis of Chartwell help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Chartwell from various momentum indicators to cycle indicators. When you analyze Chartwell charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0544 | |||
| Market Risk Adjusted Performance | (0.68) | |||
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.34 | |||
| Downside Deviation | 1.47 | |||
| Coefficient Of Variation | 1455.18 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.86 | |||
| Information Ratio | 0.0358 | |||
| Jensen Alpha | 0.088 | |||
| Total Risk Alpha | 0.0178 | |||
| Sortino Ratio | 0.0332 | |||
| Treynor Ratio | (0.69) | |||
| Maximum Drawdown | 6.5 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 2.06 | |||
| Downside Variance | 2.16 | |||
| Semi Variance | 1.79 | |||
| Expected Short fall | (1.13) | |||
| Skewness | (0.59) | |||
| Kurtosis | 1.04 |
Chartwell Small Cap One Year Return
Based on the recorded statements, Chartwell Small Cap has an One Year Return of 13.8577%. This is 22.63% lower than that of the Carillon Family of Funds family and significantly higher than that of the Small Growth category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Chartwell Small February 1, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Chartwell stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 0.99 | ||
| Day Median Price | 20.17 | ||
| Day Typical Price | 20.17 | ||
| Price Action Indicator | (0.10) |
Other Information on Investing in Chartwell Mutual Fund
Chartwell Small financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Small security.
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