Credit Mutual Fund Manager Performance Evaluation

CHICX -  USA Fund  

USD 6.68  0.01  0.15%

The fund shows a Beta (market volatility) of -0.0146, which signifies not very significant fluctuations relative to the market. Let's try to break down what Credit's beta means in this case. As returns on the market increase, returns on owning Credit Suisse are expected to decrease at a much lower rate. During the bear market, Credit Suisse is likely to outperform the market. Although it is extremely important to respect Credit Suisse High historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Credit Suisse High technical indicators, you can presently evaluate if the expected return of 1.0E-4% will be sustainable into the future.

Credit Mutual Fund Performance 

 
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 Credit Performance
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Over the last 90 days Credit Suisse High has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Credit Suisse is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low6.36
Fifty Two Week High6.70
Annual Report Expense Ratio1.70%

Credit Suisse Relative Risk vs. Return Landscape

If you would invest  668.00  in Credit Suisse High on July 22, 2021 and sell it today you would earn a total of  0.00  from holding Credit Suisse High or generate 0.0% return on investment over 90 days. Credit Suisse High is currently producing 1.0E-4% returns and takes up 0.1009% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Credit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Credit Suisse is expected to generate 374.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 7.12 times less risky than the market. It trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 of returns per unit of risk over similar time horizon.

Credit Suisse Current Valuation

Fairly Valued
Today
6.68
20th of October 2021
Share
Please note that Credit Suisse's price fluctuation is very steady at this time.
Credit Suisse High shows a prevailing Real Value of $6.67 per share. The current price of the fund is $6.68. At this time, the entity appears to be fairly valued. We determine the value of Credit Suisse High from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will blend.
Our valuation method for Credit Suisse High is useful when determining the fair value of the Credit mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Credit Suisse. Since Credit Suisse is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Credit Mutual Fund. However, Credit Suisse'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.
6.67
Real Value
6.76
Upside
Estimating the potential upside or downside of Credit Suisse High helps investors to forecast how Credit 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 Credit Suisse more accurately as focusing exclusively on Credit Suisse's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.676.686.69
Details
Hype
Prediction
LowEstimated ValueHigh
6.596.686.77
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.130.130.13
Details

Credit Suisse Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Credit Suisse's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Credit Suisse High, and traders can use it to determine the average amount a Credit Suisse'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 = 5.0E-4

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CHICX
Based on monthly moving average Credit Suisse is performing at about 0% 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 Credit Suisse by adding it to a well-diversified portfolio.

About Credit Suisse Performance

To evaluate Credit Suisse High 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 Credit Suisse 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 Credit 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 Credit Suisse High stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Credit'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 investment seeks high current income capital appreciation is a secondary consideration. Credit Suisse is traded on NASDAQ Exchange in the United States.

Things to note about Credit Suisse High

Checking the ongoing alerts about Credit Suisse for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Credit Suisse High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Credit Suisse Alerts

Equity Alerts and Improvement Suggestions

Credit Suisse High is unlikely to experience financial distress in the next 2 years
The fund generated three year return of -1.0%
Credit Suisse High holds about 8.28% of its assets under management (AUM) in cash
Continue to Trending Equities. Note that the Credit Suisse High information on this page should be used as a complementary analysis to other Credit Suisse's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Credit Mutual Fund analysis

When running Credit Suisse High price analysis, check to measure Credit Suisse's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Credit Suisse is operating at the current time. Most of Credit Suisse's value examination focuses on studying past and present price action to predict the probability of Credit Suisse's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Credit Suisse's price. Additionally, you may evaluate how the addition of Credit Suisse to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Credit Suisse's value and its price as these two are different measures arrived at by different means. Investors typically determine Credit Suisse value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Credit Suisse's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.