Chautauqua International Growth Fund Manager Performance Evaluation
| CCWIX Fund | USD 19.70 0.12 0.61% |
The fund shows a Beta (market volatility) of 0.59, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Chautauqua International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Chautauqua International is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Chautauqua International Growth are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Chautauqua International 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 | 0.8000 |
Chautauqua |
Chautauqua International Relative Risk vs. Return Landscape
If you would invest 1,882 in Chautauqua International Growth on August 31, 2024 and sell it today you would earn a total of 88.00 from holding Chautauqua International Growth or generate 4.68% return on investment over 90 days. Chautauqua International Growth is currently producing 0.0768% returns and takes up 0.9288% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Chautauqua, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Chautauqua International Current Valuation
Fairly Valued
Today
Please note that Chautauqua International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Chautauqua International shows a prevailing Real Value of $19.6 per share. The current price of the fund is $19.7. We determine the value of Chautauqua International 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 Chautauqua International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Chautauqua Mutual Fund. However, Chautauqua International'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 19.7 | Real 19.6 | Hype 19.7 | Naive 19.56 |
The intrinsic value of Chautauqua International'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 Chautauqua International'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 Chautauqua International Growth helps investors to forecast how Chautauqua 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 Chautauqua International more accurately as focusing exclusively on Chautauqua International's fundamentals will not take into account other important factors: Chautauqua International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chautauqua International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Chautauqua International Growth, and traders can use it to determine the average amount a Chautauqua International'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 = 0.0827
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| Cash | CCWIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Chautauqua International is performing at about 6% 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 Chautauqua International by adding it to a well-diversified portfolio.
Chautauqua International Fundamentals Growth
Chautauqua Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Chautauqua International, and Chautauqua International 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 Chautauqua Mutual Fund performance.
| Total Asset | 644.76 M | |||
About Chautauqua International Performance
Evaluating Chautauqua International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Chautauqua International 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 Chautauqua International 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 primarily in equity securities of non-U.S. companies with medium to large market capitalizations . It will invest at least 65 percent of its total assets at the time of purchase in non-U.S. companies. The fund will normally be diversified among at least three countries other than the U.S. It invests in developed markets and emerging markets.Things to note about Chautauqua International performance evaluation
Checking the ongoing alerts about Chautauqua International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Chautauqua International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 96.37% of its assets under management (AUM) in equities |
- Analyzing Chautauqua International'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 Chautauqua International's stock is overvalued or undervalued compared to its peers.
- Examining Chautauqua International'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 Chautauqua International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Chautauqua International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Chautauqua International's mutual fund. These opinions can provide insight into Chautauqua International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Chautauqua Mutual Fund
Chautauqua International financial ratios help investors to determine whether Chautauqua 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 Chautauqua with respect to the benefits of owning Chautauqua International security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |