Camelot Excalibur Small Manager Performance

The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Camelot Excalibur are completely uncorrelated.

Risk-Adjusted Performance

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Over the last 90 days Camelot Excalibur Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Camelot Excalibur is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low5.11
Fifty Two Week High7.83
Annual Report Expense Ratio3.36%
  

Camelot Excalibur Relative Risk vs. Return Landscape

If you would invest (100.00) in Camelot Excalibur Small on December 30, 2023 and sell it today you would earn a total of  100.00  from holding Camelot Excalibur Small or generate -100.0% return on investment over 90 days. Camelot Excalibur Small is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Camelot, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
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Camelot Excalibur Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Camelot Excalibur's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Camelot Excalibur Small, and traders can use it to determine the average amount a Camelot Excalibur'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 = 0.0

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Based on monthly moving average Camelot Excalibur is not performing at its full potential. However, 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 Camelot Excalibur by adding Camelot Excalibur to a well-diversified portfolio.

Camelot Excalibur Fundamentals Growth

Camelot Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Camelot Excalibur, and Camelot Excalibur 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 Camelot Mutual Fund performance.

Things to note about Camelot Excalibur Small performance evaluation

Checking the ongoing alerts about Camelot Excalibur for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Camelot Excalibur Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Camelot Excalibur is not yet fully synchronised with the market data
Camelot Excalibur has some characteristics of a very speculative penny stock
Camelot Excalibur has a very high chance of going through financial distress in the upcoming years
The fund holds about 52.62% of its assets under management (AUM) in cash
Evaluating Camelot Excalibur's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Camelot Excalibur's mutual fund performance include:
  • Analyzing Camelot Excalibur'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 Camelot Excalibur's stock is overvalued or undervalued compared to its peers.
  • Examining Camelot Excalibur'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 Camelot Excalibur's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Camelot Excalibur's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Camelot Excalibur's mutual fund. These opinions can provide insight into Camelot Excalibur's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Camelot Excalibur's mutual fund performance is not an exact science, and many factors can impact Camelot Excalibur's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios. 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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Other Consideration for investing in Camelot Mutual Fund

If you are still planning to invest in Camelot Excalibur Small check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Camelot Excalibur's history and understand the potential risks before investing.
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