College Retirement Equities Fund Manager Performance Evaluation
| QCGRPX Fund | USD 538.99 3.57 0.67% |
The fund shows a Beta (market volatility) of 0.8, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, College Retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding College Retirement is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in College Retirement Equities are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, College Retirement showed solid returns over the last few months and may actually be approaching a breakup point.
...moreCollege |
College Retirement Relative Risk vs. Return Landscape
If you would invest 46,139 in College Retirement Equities on September 9, 2024 and sell it today you would earn a total of 7,760 from holding College Retirement Equities or generate 16.82% return on investment over 90 days. College Retirement Equities is generating 0.244% of daily returns assuming 0.9621% volatility of returns over the 90 days investment horizon. Simply put, 8% of all funds have less volatile historical return distribution than College Retirement, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
College Retirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for College Retirement's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as College Retirement Equities, and traders can use it to determine the average amount a College Retirement'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 = 0.2536
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | QCGRPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average College Retirement is performing at about 19% 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 College Retirement by adding it to a well-diversified portfolio.
About College Retirement Performance
Evaluating College Retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if College Retirement 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 College Retirement 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.
College Retirement is entity of United States. It is traded as Fund on NASDAQ exchange.Things to note about College Retirement performance evaluation
Checking the ongoing alerts about College Retirement for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for College Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating College Retirement's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate College Retirement's fund performance include:- Analyzing College Retirement'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 College Retirement's stock is overvalued or undervalued compared to its peers.
- Examining College Retirement'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 College Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of College Retirement's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of College Retirement's fund. These opinions can provide insight into College Retirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in College Fund
College Retirement financial ratios help investors to determine whether College 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 College with respect to the benefits of owning College Retirement security.
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |