CLFLX Mutual Fund Manager Performance Evaluation

CLFLX -  USA Fund  

USD 10.42  0.01  0.1%

The fund shows a Beta (market volatility) of 0.0252, which signifies not very significant fluctuations relative to the market. Let's try to break down what CLFLX's beta means in this case. As returns on the market increase, Cls Flexible returns are expected to increase less than the market. However, during the bear market, the loss on holding Cls Flexible will be expected to be smaller as well. Even though it is essential to pay attention to Cls Flexible Income historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Cls Flexible Income exposes twenty-one different technical indicators, which can help you to evaluate its performance.

CLFLX Mutual Fund Performance 

 
Refresh
CLFLX Performance
0 of 100
Over the last 90 days Cls Flexible Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Cls Flexible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low10.38
Fifty Two Week High10.75
Annual Report Expense Ratio1.22%

Cls Flexible Relative Risk vs. Return Landscape

If you would invest  1,070  in Cls Flexible Income on September 9, 2021 and sell it today you would lose (28.00)  from holding Cls Flexible Income or give up 2.62% of portfolio value over 90 days. Cls Flexible Income is currently producing negative expected returns and takes up 0.1491% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than CLFLX, 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 Cls Flexible is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 5.9 times less risky than the market. the firm trades about -0.28 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.

Cls Flexible Current Valuation

Fairly Valued
Today
10.42
8th of December 2021
Share
Please note that Cls Flexible's price fluctuation is very steady at this time.
Cls Flexible Income shows a prevailing Real Value of $10.44 per share. The current price of the fund is $10.42. At this time, the entity appears to be fairly valued. We determine the value of Cls Flexible Income 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 Cls Flexible Income is useful when determining the fair value of the CLFLX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Cls Flexible. Since Cls Flexible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CLFLX Mutual Fund. However, Cls Flexible'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.
10.44
Real Value
10.59
Upside
Estimating the potential upside or downside of Cls Flexible Income helps investors to forecast how CLFLX 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 Cls Flexible more accurately as focusing exclusively on Cls Flexible's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.3610.4510.55
Details
Hype
Prediction
LowEstimated ValueHigh
10.2710.4210.57
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.120.120.12
Details

Cls Flexible Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Cls Flexible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cls Flexible Income, and traders can use it to determine the average amount a Cls Flexible'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 = -0.2771

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsCLFLX
Estimated Market Risk
 0.15
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 -0.04
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.28
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Cls Flexible 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 Cls Flexible by adding it to a well-diversified portfolio.

About Cls Flexible Performance

To evaluate Cls Flexible Income 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 Cls Flexible 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 CLFLX 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 Cls Flexible Income 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 CLFLX'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 total return, consisting of income and capital growth, consistent with preservation of capital. Cls Flexible is traded on NASDAQ Exchange in the United States.

Things to note about Cls Flexible Income

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

Cls Flexible Alerts

Equity Alerts and Improvement Suggestions

Cls Flexible Income generated a negative expected return over the last 90 days
Cls Flexible Income is unlikely to experience financial distress in the next 2 years
The fund holds about 8.62% of its assets under management (AUM) in cash
Continue to Trending Equities. Note that the Cls Flexible Income information on this page should be used as a complementary analysis to other Cls Flexible'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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

Complementary Tools for CLFLX Mutual Fund analysis

When running Cls Flexible Income price analysis, check to measure Cls Flexible'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 Cls Flexible is operating at the current time. Most of Cls Flexible's value examination focuses on studying past and present price action to predict the probability of Cls Flexible's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Cls Flexible's price. Additionally, you may evaluate how the addition of Cls Flexible to your portfolios can decrease your overall portfolio volatility.
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
Please note, there is a significant difference between Cls Flexible's value and its price as these two are different measures arrived at by different means. Investors typically determine Cls Flexible value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cls Flexible'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.