Causeway Emerging Markets Fund Manager Performance Evaluation
| CEMVX Fund | USD 10.87 0.14 1.30% |
The fund shows a Beta (market volatility) of 0.67, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Causeway Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Causeway Emerging is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Causeway Emerging Markets are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Causeway Emerging may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...more1 | BRIC Beat Korea Trumps Brazil, China - TheStreet | 03/11/2024 |
| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.3600 |
Causeway |
Causeway Emerging Relative Risk vs. Return Landscape
If you would invest 991.00 in Causeway Emerging Markets on January 26, 2024 and sell it today you would earn a total of 96.00 from holding Causeway Emerging Markets or generate 9.69% return on investment over 90 days. Causeway Emerging Markets is currently producing 0.1522% returns and takes up 0.7764% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Causeway, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Causeway Emerging Current Valuation
Undervalued
Today
Please note that Causeway Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Causeway Emerging Markets shows a prevailing Real Value of $11.46 per share. The current price of the fund is $10.87. We determine the value of Causeway Emerging Markets 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.
Our valuation method for Causeway Emerging Markets is useful when determining the fair value of the Causeway mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Causeway Emerging. Since Causeway Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Causeway Mutual Fund. However, Causeway Emerging'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 10.87 | Real 11.46 | Hype 10.87 | Naive 10.74 |
The real value of Causeway Mutual Fund, also known as its intrinsic value, is the underlying worth of Causeway Emerging Markets Mutual Fund, which is reflected in its stock price. It is based on Causeway Emerging's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Causeway Emerging'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 Causeway Emerging'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 Causeway Emerging Markets helps investors to forecast how Causeway 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 Causeway Emerging more accurately as focusing exclusively on Causeway Emerging's fundamentals will not take into account other important factors: Causeway Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Causeway Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Causeway Emerging Markets, and traders can use it to determine the average amount a Causeway Emerging'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 = 0.196
| Best Portfolio | Best Equity | |||
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| Small Returns | CEMVX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Causeway Emerging is performing at about 15% 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 Causeway Emerging by adding it to a well-diversified portfolio.
Causeway Emerging Fundamentals Growth
Causeway Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Causeway Emerging, and Causeway Emerging 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 Causeway Mutual Fund performance.
| Price To Earning | 9.59 X | |||
| Price To Book | 1.05 X | |||
| Price To Sales | 0.63 X | |||
| Total Asset | 240.09 M | |||
About Causeway Emerging Performance
To evaluate Causeway Emerging Markets Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Causeway Emerging generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Causeway Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Causeway Emerging Markets market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Causeway's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests at least 80 percent of its total assets in equity securities of companies in emerging markets and other investments that are tied economically to emerging markets. Generally these investments include common stock, preferred and preference stock, depositary receipts, participation notes, warrants or other equity-linked notes, and exchange-traded funds that invest in emerging markets. It may invest up to 10 percent of total fund assets in companies in less developed emerging markets not included in the EM Index.Things to note about Causeway Emerging Markets performance evaluation
Checking the ongoing alerts about Causeway Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Causeway Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -4.0% | |
| Causeway Emerging Markets holds 94.13% of its assets under management (AUM) in equities |
- Analyzing Causeway Emerging'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 Causeway Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Causeway Emerging'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 Causeway Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Causeway Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Causeway Emerging's mutual fund. These opinions can provide insight into Causeway Emerging'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, which includes a position in Causeway Emerging Markets. 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 real. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.