Copley Fund Inc Fund Manager Performance Evaluation
| COPLX Fund | USD 181.32 1.82 1.01% |
The fund shows a Beta (market volatility) of 0.81, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Copley Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Copley Fund is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Copley Fund Inc are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Copley Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1600 |
Copley |
Copley Fund Relative Risk vs. Return Landscape
If you would invest 17,314 in Copley Fund Inc on September 21, 2024 and sell it today you would earn a total of 818.00 from holding Copley Fund Inc or generate 4.72% return on investment over 90 days. Copley Fund Inc is currently producing 0.0746% returns and takes up 0.7045% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Copley, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Copley Fund Current Valuation
Undervalued
Today
Please note that Copley Fund's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Copley Fund shows a prevailing Real Value of $188.27 per share. The current price of the fund is $181.32. We determine the value of Copley Fund 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 Copley Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Copley Mutual Fund. However, Copley Fund'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 181.32 | Real 188.27 | Hype 181.32 | Naive 177.37 |
The intrinsic value of Copley Fund'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 Copley Fund'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 Copley Fund Inc helps investors to forecast how Copley 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 Copley Fund more accurately as focusing exclusively on Copley Fund's fundamentals will not take into account other important factors: Copley Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Copley Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Copley Fund Inc, and traders can use it to determine the average amount a Copley Fund'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 = 0.1059
| Best Portfolio | Best Equity | |||
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| Cash | COPLX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Copley Fund is performing at about 8% 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 Copley Fund by adding it to a well-diversified portfolio.
Copley Fund Fundamentals Growth
Copley Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Copley Fund, and Copley Fund 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 Copley Mutual Fund performance.
| Price To Earning | 19.53 X | ||||
| Price To Book | 2.01 X | ||||
| Price To Sales | 1.78 X | ||||
| Total Asset | 99.27 M | ||||
About Copley Fund Performance
Evaluating Copley Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Copley Fund 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 Copley Fund 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 the value of its net assets in equity securities of domestic companies with medium to large market capitalizations .Things to note about Copley Fund performance evaluation
Checking the ongoing alerts about Copley Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Copley Fund 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 about 6.66% of its assets under management (AUM) in cash |
- Analyzing Copley Fund'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 Copley Fund's stock is overvalued or undervalued compared to its peers.
- Examining Copley Fund'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 Copley Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Copley Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Copley Fund's mutual fund. These opinions can provide insight into Copley Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Copley Mutual Fund
Copley Fund financial ratios help investors to determine whether Copley 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 Copley with respect to the benefits of owning Copley Fund security.
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