Copeland Risk Managed Fund Manager Performance Evaluation
| CDCRX Fund | USD 11.34 0.10 0.89% |
The fund shows a Beta (market volatility) of 1.0, which signifies possible diversification benefits within a given portfolio. Copeland Risk returns are very sensitive to returns on the market. As the market goes up or down, Copeland Risk is expected to follow.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Copeland Risk Managed has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 1.9500 |
Copeland |
Copeland Risk Relative Risk vs. Return Landscape
If you would invest 1,321 in Copeland Risk Managed on September 24, 2024 and sell it today you would lose (187.00) from holding Copeland Risk Managed or give up 14.16% of portfolio value over 90 days. Copeland Risk Managed is currently producing negative expected returns and takes up 1.8109% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Copeland, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Copeland Risk Current Valuation
Undervalued
Today
Please note that Copeland Risk's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Copeland Risk Managed shows a prevailing Real Value of $11.63 per share. The current price of the fund is $11.34. We determine the value of Copeland Risk Managed 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.
Since Copeland Risk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Copeland Mutual Fund. However, Copeland Risk'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 11.34 | Real 11.63 | Hype 11.34 |
The intrinsic value of Copeland Risk'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 Copeland Risk'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 Copeland Risk Managed helps investors to forecast how Copeland 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 Copeland Risk more accurately as focusing exclusively on Copeland Risk's fundamentals will not take into account other important factors: Copeland Risk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Copeland Risk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Copeland Risk Managed, and traders can use it to determine the average amount a Copeland Risk'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 = -0.1219
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CDCRX |
Estimated Market Risk
| 1.81 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Copeland Risk 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 Copeland Risk by adding Copeland Risk to a well-diversified portfolio.
Copeland Risk Fundamentals Growth
Copeland Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Copeland Risk, and Copeland Risk 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 Copeland Mutual Fund performance.
| Price To Earning | 20.39 X | ||||
| Price To Book | 3.51 X | ||||
| Price To Sales | 1.02 X | ||||
| Total Asset | 10.07 M | ||||
About Copeland Risk Performance
Evaluating Copeland Risk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Copeland Risk has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Copeland Risk has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, by applying its fundamental stock selection to purchase equities of companies with a proven track record of dividend growth. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that have increased their dividend for a minimum of five consecutive years.Things to note about Copeland Risk Managed performance evaluation
Checking the ongoing alerts about Copeland Risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Copeland Risk Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Copeland Risk generated a negative expected return over the last 90 days | |
| The fund holds 98.78% of its assets under management (AUM) in equities |
- Analyzing Copeland Risk'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 Copeland Risk's stock is overvalued or undervalued compared to its peers.
- Examining Copeland Risk'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 Copeland Risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Copeland Risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Copeland Risk's mutual fund. These opinions can provide insight into Copeland Risk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Copeland Mutual Fund
Copeland Risk financial ratios help investors to determine whether Copeland Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Copeland with respect to the benefits of owning Copeland Risk security.
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