Crafword Dividend Growth Fund Manager Performance Evaluation
| CDGCX Fund | USD 15.37 0.05 0.32% |
The fund shows a Beta (market volatility) of 0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Crafword Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Crafword Dividend is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Crafword Dividend Growth are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Crafword Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.9500 |
Crafword |
Crafword Dividend Relative Risk vs. Return Landscape
If you would invest 1,492 in Crafword Dividend Growth on September 3, 2024 and sell it today you would earn a total of 50.00 from holding Crafword Dividend Growth or generate 3.35% return on investment over 90 days. Crafword Dividend Growth is currently producing 0.0531% returns and takes up 0.5646% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Crafword, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crafword Dividend Current Valuation
Fairly Valued
Today
Please note that Crafword Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Crafword Dividend Growth shows a prevailing Real Value of $15.33 per share. The current price of the fund is $15.37. We determine the value of Crafword Dividend Growth 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 Crafword Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crafword Mutual Fund. However, Crafword Dividend'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 15.37 | Real 15.33 | Hype 15.42 | Naive 15.63 |
The intrinsic value of Crafword Dividend'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 Crafword Dividend'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 Crafword Dividend Growth helps investors to forecast how Crafword 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 Crafword Dividend more accurately as focusing exclusively on Crafword Dividend's fundamentals will not take into account other important factors: Crafword Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crafword Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crafword Dividend Growth, and traders can use it to determine the average amount a Crafword Dividend'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 = 0.094
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| Cash | CDGCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Crafword Dividend is performing at about 7% 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 Crafword Dividend by adding it to a well-diversified portfolio.
Crafword Dividend Fundamentals Growth
Crafword Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crafword Dividend, and Crafword Dividend 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 Crafword Mutual Fund performance.
| Price To Earning | 19.80 X | |||
| Price To Book | 3.17 X | |||
| Price To Sales | 2.35 X | |||
| Total Asset | 55.65 M | |||
About Crafword Dividend Performance
Evaluating Crafword Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Crafword Dividend 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 Crafword Dividend 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 large capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. Under normal circumstances, the fund will invest at least 80 percent of its assets in securities of large cap companies that pay or are expected to pay regular dividends. It may invest its assets in securities of U.S. companies and foreign companies, directly or indirectly through American Depositary Receipts or other types of depositary receipts. The fund may also invest in equity real estate investment trusts .Things to note about Crafword Dividend Growth performance evaluation
Checking the ongoing alerts about Crafword Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crafword Dividend Growth 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 98.92% of its assets under management (AUM) in equities |
- Analyzing Crafword Dividend'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 Crafword Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Crafword Dividend'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 Crafword Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crafword Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crafword Dividend's mutual fund. These opinions can provide insight into Crafword Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Crafword Mutual Fund
Crafword Dividend financial ratios help investors to determine whether Crafword 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 Crafword with respect to the benefits of owning Crafword Dividend security.
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