Clifford Capital Focused Fund Buy Hold or Sell Recommendation

FSVVX Fund  USD 10.90  0.23  2.16%   
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Clifford Capital Focused is 'Not Rated'. Macroaxis provides Clifford Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FSVVX positions. The advice algorithm takes into account all of Clifford Capital's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Clifford Capital's buy or sell advice are summarized below:
Real Value
0.0
Hype Value
0.0
Market Value
10.9
Naive Value
10.83
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Clifford Capital Focused given historical horizon and risk tolerance towards Clifford Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Clifford Capital Focused, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Clifford Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Clifford and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Clifford Capital Focused. 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.

Execute Clifford Capital Buy or Sell Advice

The Clifford recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Clifford Capital Focused. Macroaxis does not own or have any residual interests in Clifford Capital Focused or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Clifford Capital's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Clifford CapitalBuy Clifford Capital
Strong Hold

Market Performance

Very WeakDetails

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Actively responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Clifford Capital Focused has a Risk Adjusted Performance of (0.07), Jensen Alpha of (0.36), Total Risk Alpha of (0.42) and Treynor Ratio of (0.1)
Our trade advice tool can cross-verify current analyst consensus on Clifford Capital Focused and to analyze the fund potential to grow in the current economic cycle. Please makes use of Clifford Capital year to date return, net asset, as well as the relationship between the Net Asset and cash position weight to make buy, hold, or sell decision on Clifford Capital Focused.

Clifford Capital Trading Alerts and Improvement Suggestions

Clifford Capital generated a negative expected return over the last 90 days
The fund generated three year return of -4.0%
Clifford Capital Focused retains 97.22% of its assets under management (AUM) in equities

Clifford Capital Returns Distribution Density

The distribution of Clifford Capital's historical returns is an attempt to chart the uncertainty of Clifford Capital's future price movements. The chart of the probability distribution of Clifford Capital daily returns describes the distribution of returns around its average expected value. We use Clifford Capital Focused price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Clifford Capital returns is essential to provide solid investment advice for Clifford Capital.
Mean Return
-0.15
Value At Risk
-2.02
Potential Upside
1.46
Standard Deviation
1.17
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Clifford Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Clifford Capital Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Clifford Capital or Clifford Capital sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Clifford Capital's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Clifford fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.36
β
Beta against NYSE Composite1.62
σ
Overall volatility
1.17
Ir
Information ratio -0.24

Clifford Capital Volatility Alert

Clifford Capital Focused exhibits very low volatility with skewness of -0.43 and kurtosis of 1.2. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Clifford Capital's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Clifford Capital's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Clifford Capital Fundamentals Vs Peers

Comparing Clifford Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Clifford Capital's direct or indirect competition across all of the common fundamentals between Clifford Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Clifford Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Clifford Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Clifford Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Clifford Capital to competition
FundamentalsClifford CapitalPeer Average
Annual Yield0.03 %0.29 %
Year To Date Return17.86 %0.39 %
One Year Return10.08 %4.15 %
Three Year Return(3.61) %3.60 %
Net Asset10.94 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.170.65
Cash Position Weight2.78 %10.61 %
Equity Positions Weight97.22 %63.90 %

Clifford Capital Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Clifford . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Clifford Capital Buy or Sell Advice

When is the right time to buy or sell Clifford Capital Focused? Buying financial instruments such as Clifford Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Clifford Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Size And Style ETFs Thematic Idea Now

Size And Style ETFs
Size And Style ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Size And Style ETFs theme has 926 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Size And Style ETFs Theme or any other thematic opportunities.
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Check out Clifford Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

Complementary Tools for Clifford Mutual Fund analysis

When running Clifford Capital's price analysis, check to measure Clifford Capital'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 Clifford Capital is operating at the current time. Most of Clifford Capital's value examination focuses on studying past and present price action to predict the probability of Clifford Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Clifford Capital's price. Additionally, you may evaluate how the addition of Clifford Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Clifford Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Clifford Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clifford Capital'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.