California Long Term Tax Free Manager Performance
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and California Long are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days California Long Term Tax Free has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, California Long is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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California Long Relative Risk vs. Return Landscape
If you would invest (100.00) in California Long Term Tax Free on January 26, 2024 and sell it today you would earn a total of 100.00 from holding California Long Term Tax Free or generate -100.0% return on investment over 90 days. California Long Term Tax Free is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than California, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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California Long Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for California Long's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as California Long Term Tax Free, and traders can use it to determine the average amount a California Long'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 = 0.0
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Based on monthly moving average California Long 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 California Long by adding California Long to a well-diversified portfolio.
California Long Fundamentals Growth
California Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of California Long, and California Long 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 California Mutual Fund performance.
| Total Asset | 319.7 M | |||
Things to note about California Long Term performance evaluation
Checking the ongoing alerts about California Long for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for California Long Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| California Long Term is not yet fully synchronised with the market data | |
| California Long Term has some characteristics of a very speculative penny stock | |
| California Long Term has a very high chance of going through financial distress in the upcoming years | |
| The fund holds about 98.9% of its assets under management (AUM) in fixed income securities |
- Analyzing California Long'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 California Long's stock is overvalued or undervalued compared to its peers.
- Examining California Long'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 California Long's management team can have a significant impact on its success or failure. Reviewing the track record and experience of California Long's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of California Long's mutual fund. These opinions can provide insight into California Long's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Other Consideration for investing in California Mutual Fund
If you are still planning to invest in California Long Term check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the California Long's history and understand the potential risks before investing.
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