Catholic Responsible Investments Fund Manager Performance Evaluation
| CRDSX Fund | USD 9.67 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0035, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catholic Responsible's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catholic Responsible is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Catholic Responsible Investments has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Catholic Responsible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3500 |
Catholic |
Catholic Responsible Relative Risk vs. Return Landscape
If you would invest 972.00 in Catholic Responsible Investments on September 16, 2024 and sell it today you would lose (5.00) from holding Catholic Responsible Investments or give up 0.51% of portfolio value over 90 days. Catholic Responsible Investments is currently producing negative expected returns and takes up 0.0881% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Catholic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catholic Responsible Current Valuation
Fairly Valued
Today
Please note that Catholic Responsible's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Catholic Responsible shows a prevailing Real Value of $9.58 per share. The current price of the fund is $9.67. We determine the value of Catholic Responsible 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 Catholic Responsible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catholic Mutual Fund. However, Catholic Responsible'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 9.67 | Real 9.58 | Hype 9.67 | Naive 9.67 |
The intrinsic value of Catholic Responsible'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 Catholic Responsible'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 Catholic Responsible Investments helps investors to forecast how Catholic 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 Catholic Responsible more accurately as focusing exclusively on Catholic Responsible's fundamentals will not take into account other important factors: Catholic Responsible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catholic Responsible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catholic Responsible Investments, and traders can use it to determine the average amount a Catholic Responsible'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 = -0.0896
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| CRDSX |
Based on monthly moving average Catholic Responsible is not performing at its full potential. However, 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 Catholic Responsible by adding Catholic Responsible to a well-diversified portfolio.
Catholic Responsible Fundamentals Growth
Catholic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catholic Responsible, and Catholic Responsible 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 Catholic Mutual Fund performance.
About Catholic Responsible Performance
Evaluating Catholic Responsible's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catholic Responsible 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 Catholic Responsible 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, plus any borrowings for investment purposes, in fixed income securities and other debt instruments. The funds fixed income investments are primarily of investment grade . The adviser uses a multi-manager approach, relying upon a number of sub-advisers with differing investment philosophies to manage portions of the funds portfolio under the general supervision of the Adviser.Things to note about Catholic Responsible performance evaluation
Checking the ongoing alerts about Catholic Responsible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catholic Responsible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Catholic Responsible generated a negative expected return over the last 90 days |
- Analyzing Catholic Responsible'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 Catholic Responsible's stock is overvalued or undervalued compared to its peers.
- Examining Catholic Responsible'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 Catholic Responsible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catholic Responsible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catholic Responsible's mutual fund. These opinions can provide insight into Catholic Responsible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catholic Mutual Fund
Catholic Responsible financial ratios help investors to determine whether Catholic 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 Catholic with respect to the benefits of owning Catholic Responsible security.
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