Cref Inflation Linked Bond Fund Manager Performance Evaluation
| QCILIX Fund | USD 85.37 0.16 0.19% |
The fund shows a Beta (market volatility) of 0.0082, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cref Inflation-linked's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cref Inflation-linked is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Cref Inflation Linked Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Cref Inflation-linked is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCref |
Cref Inflation-linked Relative Risk vs. Return Landscape
If you would invest 8,539 in Cref Inflation Linked Bond on August 31, 2024 and sell it today you would lose (2.00) from holding Cref Inflation Linked Bond or give up 0.02% of portfolio value over 90 days. Cref Inflation Linked Bond is producing return of less than zero assuming 0.1894% volatility of returns over the 90 days investment horizon. Simply put, 1% of all funds have less volatile historical return distribution than Cref Inflation-linked, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Cref Inflation-linked Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cref Inflation-linked's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Cref Inflation Linked Bond, and traders can use it to determine the average amount a Cref Inflation-linked'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 = -0.001
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | QCILIX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cref Inflation-linked 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 Cref Inflation-linked by adding Cref Inflation-linked to a well-diversified portfolio.
About Cref Inflation-linked Performance
Evaluating Cref Inflation-linked's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cref Inflation-linked 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 Cref Inflation-linked 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.
Cref Inflation-linked is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Cref Inflation Linked performance evaluation
Checking the ongoing alerts about Cref Inflation-linked for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Cref Inflation Linked help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cref Inflation-linked generated a negative expected return over the last 90 days |
- Analyzing Cref Inflation-linked'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 Cref Inflation-linked's stock is overvalued or undervalued compared to its peers.
- Examining Cref Inflation-linked'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 Cref Inflation-linked's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cref Inflation-linked's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Cref Inflation-linked's fund. These opinions can provide insight into Cref Inflation-linked's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cref Fund
Cref Inflation-linked financial ratios help investors to determine whether Cref 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 Cref with respect to the benefits of owning Cref Inflation-linked security.
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