Centerstone Investors Fund Manager Performance Evaluation
| CETAX Fund | USD 13.75 0.06 0.44% |
The fund shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Centerstone Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding Centerstone Investors is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Centerstone Investors Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Centerstone Investors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of July 2020 | |
| Expense Ratio | 1.4100 |
Centerstone |
Centerstone Investors Relative Risk vs. Return Landscape
If you would invest 1,293 in Centerstone Investors Fund on April 24, 2025 and sell it today you would earn a total of 76.00 from holding Centerstone Investors Fund or generate 5.88% return on investment over 90 days. Centerstone Investors Fund is currently producing 0.0948% returns and takes up 0.4779% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Centerstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Centerstone Investors Current Valuation
Overvalued
Today
Please note that Centerstone Investors' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Centerstone Investors shows a prevailing Real Value of $13.33 per share. The current price of the fund is $13.75. We determine the value of Centerstone Investors 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 Centerstone Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Centerstone Mutual Fund. However, Centerstone Investors' 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 13.75 | Real 13.33 | Hype 13.69 | Naive 13.59 |
The intrinsic value of Centerstone Investors' 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 Centerstone Investors' 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 Centerstone Investors Fund helps investors to forecast how Centerstone 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 Centerstone Investors more accurately as focusing exclusively on Centerstone Investors' fundamentals will not take into account other important factors: Centerstone Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Centerstone Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Centerstone Investors Fund, and traders can use it to determine the average amount a Centerstone Investors' 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 = 0.1984
| Best Portfolio | Best Equity | |||
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| Cash | CETAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Centerstone Investors is performing at about 15% 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 Centerstone Investors by adding it to a well-diversified portfolio.
Centerstone Investors Fundamentals Growth
Centerstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Centerstone Investors, and Centerstone Investors 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 Centerstone Mutual Fund performance.
| Total Asset | 21.52 M | ||||
About Centerstone Investors Performance
Evaluating Centerstone Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Centerstone Investors 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 Centerstone Investors 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 will normally invest at least 60 percent of its net assets in equity and equity related securities and up to 40 percent of its total assets in fixed-income instruments. Centerstone Investors is traded on NASDAQ Exchange in the United States.Things to note about Centerstone Investors performance evaluation
Checking the ongoing alerts about Centerstone Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Centerstone Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 6.44% of its assets under management (AUM) in cash |
- Analyzing Centerstone Investors' 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 Centerstone Investors' stock is overvalued or undervalued compared to its peers.
- Examining Centerstone Investors' 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 Centerstone Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Centerstone Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Centerstone Investors' mutual fund. These opinions can provide insight into Centerstone Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Centerstone Mutual Fund
Centerstone Investors financial ratios help investors to determine whether Centerstone 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 Centerstone with respect to the benefits of owning Centerstone Investors security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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