Crow Point Defined Fund Manager Performance Evaluation
| CGHIX Fund | USD 9.11 0.02 0.22% |
The fund shows a Beta (market volatility) of 1.09, which signifies a somewhat significant risk relative to the market. Crow Point returns are very sensitive to returns on the market. As the market goes up or down, Crow Point is expected to follow.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Crow Point Defined are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Crow Point 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 | 2.4300 |
Crow |
Crow Point Relative Risk vs. Return Landscape
If you would invest 896.00 in Crow Point Defined on January 25, 2024 and sell it today you would earn a total of 15.00 from holding Crow Point Defined or generate 1.67% return on investment over 90 days. Crow Point Defined is currently producing 0.029% returns and takes up 0.738% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Crow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Crow Point Current Valuation
Fairly Valued
Today
Please note that Crow Point's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Crow Point Defined shows a prevailing Real Value of $8.97 per share. The current price of the fund is $9.11. We determine the value of Crow Point Defined 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 Crow Point Defined is useful when determining the fair value of the Crow mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Crow Point. Since Crow Point is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Crow Mutual Fund. However, Crow Point'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 9.11 | Real 8.97 | Hype 9.13 | Naive 8.99 |
The real value of Crow Mutual Fund, also known as its intrinsic value, is the underlying worth of Crow Point Defined Mutual Fund, which is reflected in its stock price. It is based on Crow Point's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Crow Point'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 Crow Point'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 Crow Point Defined helps investors to forecast how Crow 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 Crow Point more accurately as focusing exclusively on Crow Point's fundamentals will not take into account other important factors: Crow Point Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Crow Point's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Crow Point Defined, and traders can use it to determine the average amount a Crow Point'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 = 0.0393
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CGHIX |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Crow Point is performing at about 3% 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 Crow Point by adding it to a well-diversified portfolio.
Crow Point Fundamentals Growth
Crow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Crow Point, and Crow Point 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 Crow Mutual Fund performance.
| Price To Earning | 12.94 X | |||
| Price To Book | 1.17 X | |||
| Price To Sales | 0.81 X | |||
About Crow Point Performance
To evaluate Crow Point Defined 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 Crow Point 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 Crow 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 Crow Point Defined market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Crow'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 advisor intends to achieve its investment objective by utilizing an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to common stocks and other investments. The fund invests primarily in common stocks of all issuers, ETFs and mutual funds, closed-end funds, and private funds such as hedge funds, private equity funds, and fund-of-funds.Things to note about Crow Point Defined performance evaluation
Checking the ongoing alerts about Crow Point for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Crow Point Defined 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 -5.0% | |
| Crow Point Defined holds about 22.33% of its assets under management (AUM) in cash |
- Analyzing Crow Point'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 Crow Point's stock is overvalued or undervalued compared to its peers.
- Examining Crow Point'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 Crow Point's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Crow Point's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Crow Point's mutual fund. These opinions can provide insight into Crow Point'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 Crow Point Defined. 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 gross domestic product. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.