Clifford Capital Partners Fund Manager Performance Evaluation
| CLFFX Fund | USD 21.43 0.23 1.08% |
The fund shows a Beta (market volatility) of 0.91, which signifies possible diversification benefits within a given portfolio. Clifford Capital returns are very sensitive to returns on the market. As the market goes up or down, Clifford Capital is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Clifford Capital Partners are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Clifford Capital showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Exclusive Moodys Sounds Alarm on Private Funds for Individuals - WSJ | 06/10/2025 |
| Expense Ratio | 1.1500 |
Clifford |
Clifford Capital Relative Risk vs. Return Landscape
If you would invest 1,834 in Clifford Capital Partners on April 25, 2025 and sell it today you would earn a total of 309.00 from holding Clifford Capital Partners or generate 16.85% return on investment over 90 days. Clifford Capital Partners is currently producing 0.2592% returns and takes up 0.8618% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Clifford, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clifford Capital Current Valuation
Undervalued
Today
Please note that Clifford Capital's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Clifford Capital Partners shows a prevailing Real Value of $22.81 per share. The current price of the fund is $21.43. We determine the value of Clifford Capital Partners 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 Clifford Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clifford Mutual Fund. However, Clifford Capital'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 21.43 | Real 22.81 | Hype 21.47 | Naive 21.1 |
The intrinsic value of Clifford Capital'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 Clifford Capital'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 Clifford Capital Partners helps investors to forecast how Clifford 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 Clifford Capital more accurately as focusing exclusively on Clifford Capital's fundamentals will not take into account other important factors: Clifford Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clifford Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clifford Capital Partners, and traders can use it to determine the average amount a Clifford Capital'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 = 0.3008
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CLFFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Clifford Capital is performing at about 23% 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 Clifford Capital by adding it to a well-diversified portfolio.
Clifford Capital Fundamentals Growth
Clifford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clifford Capital, and Clifford Capital 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 Clifford Mutual Fund performance.
| Price To Earning | 19.72 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.33 X | |||
| Total Asset | 92.69 M | |||
About Clifford Capital Performance
Evaluating Clifford Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clifford Capital 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 Clifford Capital 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 invests primarily in equity securities of companies of any size that the funds investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined bottom-up selection process to identify equity securities of companies that appear to be selling at a discount to the Advisers assessment of their potential value.Things to note about Clifford Capital Partners performance evaluation
Checking the ongoing alerts about Clifford Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clifford Capital Partners 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 96.8% of its assets under management (AUM) in equities |
- Analyzing Clifford Capital'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 Clifford Capital's stock is overvalued or undervalued compared to its peers.
- Examining Clifford Capital'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 Clifford Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clifford Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clifford Capital's mutual fund. These opinions can provide insight into Clifford Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clifford Mutual Fund
Clifford Capital financial ratios help investors to determine whether Clifford 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 Clifford with respect to the benefits of owning Clifford Capital security.
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