Causeway Global Value Fund Manager Performance Evaluation
| CGVIX Fund | USD 15.95 0.01 0.06% |
The fund shows a Beta (market volatility) of 0.55, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Causeway Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Causeway Global is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Causeway Global Value are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Causeway Global 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 | 27th of January 2023 | |
| Expense Ratio | 0.8500 |
Causeway |
Causeway Global Relative Risk vs. Return Landscape
If you would invest 1,507 in Causeway Global Value on September 12, 2024 and sell it today you would earn a total of 88.00 from holding Causeway Global Value or generate 5.84% return on investment over 90 days. Causeway Global Value is currently producing 0.0924% returns and takes up 0.6779% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Causeway, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Causeway Global Current Valuation
Fairly Valued
Today
Please note that Causeway Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Causeway Global Value shows a prevailing Real Value of $15.86 per share. The current price of the fund is $15.95. We determine the value of Causeway Global Value 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 Causeway Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Causeway Mutual Fund. However, Causeway Global'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 15.95 | Real 15.86 | Hype 15.95 | Naive 16.12 |
The intrinsic value of Causeway Global'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 Causeway Global'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 Causeway Global Value helps investors to forecast how Causeway 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 Causeway Global more accurately as focusing exclusively on Causeway Global's fundamentals will not take into account other important factors: Causeway Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Causeway Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Causeway Global Value, and traders can use it to determine the average amount a Causeway Global'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 = 0.1363
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CGVIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Causeway Global is performing at about 10% 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 Causeway Global by adding it to a well-diversified portfolio.
Causeway Global Fundamentals Growth
Causeway Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Causeway Global, and Causeway Global 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 Causeway Mutual Fund performance.
| Price To Earning | 14.30 X | |||
| Price To Book | 1.40 X | |||
| Price To Sales | 1.07 X | |||
| Total Asset | 53.41 M | |||
About Causeway Global Performance
Evaluating Causeway Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Causeway Global 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 Causeway Global 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 common stocks of companies in developed countries outside the U.S. and of companies in the U.S. Normally, it invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 25 percent of its total assets in companies in emerging markets. It will invest at least 40 percent of its total assets in a number of countries outside the U.S.Things to note about Causeway Global Value performance evaluation
Checking the ongoing alerts about Causeway Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Causeway Global Value 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 97.04% of its assets under management (AUM) in equities |
- Analyzing Causeway Global'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 Causeway Global's stock is overvalued or undervalued compared to its peers.
- Examining Causeway Global'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 Causeway Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Causeway Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Causeway Global's mutual fund. These opinions can provide insight into Causeway Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Causeway Mutual Fund
Causeway Global financial ratios help investors to determine whether Causeway 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 Causeway with respect to the benefits of owning Causeway Global security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |