Congress Large Cap Fund Manager Performance Evaluation
| CAMLX Fund | USD 51.11 0.08 0.16% |
The fund shows a Beta (market volatility) of 0.78, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Congress Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Congress Large is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Congress Large Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Congress Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.9400 |
Congress |
Congress Large Relative Risk vs. Return Landscape
If you would invest 4,721 in Congress Large Cap on September 12, 2024 and sell it today you would earn a total of 390.00 from holding Congress Large Cap or generate 8.26% return on investment over 90 days. Congress Large Cap is currently producing 0.1271% returns and takes up 0.7811% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Congress, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Congress Large Current Valuation
Fairly Valued
Today
Please note that Congress Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Congress Large Cap shows a prevailing Real Value of $50.68 per share. The current price of the fund is $51.11. We determine the value of Congress Large Cap 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 Congress Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Congress Mutual Fund. However, Congress Large'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 51.11 | Real 50.68 | Hype 51.11 | Naive 51.33 |
The intrinsic value of Congress Large'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 Congress Large'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 Congress Large Cap helps investors to forecast how Congress 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 Congress Large more accurately as focusing exclusively on Congress Large's fundamentals will not take into account other important factors: Congress Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Congress Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Congress Large Cap, and traders can use it to determine the average amount a Congress Large'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 = 0.1627
| Best Portfolio | Best Equity | |||
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| Cash | CAMLX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Congress Large is performing at about 12% 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 Congress Large by adding it to a well-diversified portfolio.
Congress Large Fundamentals Growth
Congress Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Congress Large, and Congress Large 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 Congress Mutual Fund performance.
| Price To Earning | 24.44 X | |||
| Price To Book | 5.64 X | |||
| Price To Sales | 2.87 X | |||
| Total Asset | 4.56 M | |||
About Congress Large Performance
Evaluating Congress Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Congress Large 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 Congress Large 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 adviser attempts to achieve the funds investment objective by investing at least 80 percent of its net assets in equity securities of large-capitalization companies. The adviser defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000 Growth Index.Things to note about Congress Large Cap performance evaluation
Checking the ongoing alerts about Congress Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Congress Large Cap 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 99.25% of its assets under management (AUM) in equities |
- Analyzing Congress Large'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 Congress Large's stock is overvalued or undervalued compared to its peers.
- Examining Congress Large'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 Congress Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Congress Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Congress Large's mutual fund. These opinions can provide insight into Congress Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Congress Mutual Fund
Congress Large financial ratios help investors to determine whether Congress 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 Congress with respect to the benefits of owning Congress Large security.
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