Clarkston Founders Fund Manager Performance Evaluation
| CIMDX Fund | USD 15.95 0.13 0.82% |
The fund shows a Beta (market volatility) of 0.49, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clarkston Founders' returns are expected to increase less than the market. However, during the bear market, the loss of holding Clarkston Founders is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Clarkston Founders Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Clarkston Founders 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 | 0.9500 |
Clarkston |
Clarkston Founders Relative Risk vs. Return Landscape
If you would invest 1,585 in Clarkston Founders Fund on September 23, 2024 and sell it today you would earn a total of 10.00 from holding Clarkston Founders Fund or generate 0.63% return on investment over 90 days. Clarkston Founders Fund is currently producing 0.0119% returns and takes up 0.6687% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Clarkston, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clarkston Founders Current Valuation
Fairly Valued
Today
Please note that Clarkston Founders' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clarkston Founders shows a prevailing Real Value of $16.03 per share. The current price of the fund is $15.95. We determine the value of Clarkston Founders 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 Clarkston Founders is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clarkston Mutual Fund. However, Clarkston Founders' 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 16.03 | Hype 15.95 | Naive 15.33 |
The intrinsic value of Clarkston Founders' 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 Clarkston Founders' 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 Clarkston Founders Fund helps investors to forecast how Clarkston 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 Clarkston Founders more accurately as focusing exclusively on Clarkston Founders' fundamentals will not take into account other important factors: Clarkston Founders Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clarkston Founders' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clarkston Founders Fund, and traders can use it to determine the average amount a Clarkston Founders' 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 = 0.0178
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CIMDX |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Clarkston Founders is performing at about 1% 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 Clarkston Founders by adding it to a well-diversified portfolio.
Clarkston Founders Fundamentals Growth
Clarkston Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clarkston Founders, and Clarkston Founders 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 Clarkston Mutual Fund performance.
| Total Asset | 185.42 M | ||||
About Clarkston Founders Performance
Evaluating Clarkston Founders' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clarkston Founders 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 Clarkston Founders 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 primarily in U.S.-traded equity securities of medium-capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.Things to note about Clarkston Founders performance evaluation
Checking the ongoing alerts about Clarkston Founders for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clarkston Founders 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 12.68% of its assets under management (AUM) in cash |
- Analyzing Clarkston Founders' 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 Clarkston Founders' stock is overvalued or undervalued compared to its peers.
- Examining Clarkston Founders' 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 Clarkston Founders' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clarkston Founders' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clarkston Founders' mutual fund. These opinions can provide insight into Clarkston Founders' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clarkston Mutual Fund
Clarkston Founders financial ratios help investors to determine whether Clarkston 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 Clarkston with respect to the benefits of owning Clarkston Founders security.
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