Clifford Capital Focused Fund Buy Hold or Sell Recommendation
| FSVQX Fund | USD 10.37 0.07 0.68% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Clifford Capital Focused is 'Strong Sell'. 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 FSVQX 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 10.49 | Hype Value 10.37 | Market Value 10.37 | Naive Value 10.09 |
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.
Clifford |
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
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
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 98.53% 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 | -0.14 | Value At Risk | -2.11 | Potential Upside | 1.47 | 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 | -0.13 | |
β | Beta against NYSE Composite | -0.26 | |
σ | Overall volatility | 1.15 | |
Ir | Information ratio | -0.18 |
Clifford Capital Volatility Alert
Clifford Capital Focused exhibits very low volatility with skewness of -0.41 and kurtosis of 1.15. 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 |
| Fundamentals | Clifford Capital | Peer Average |
| Annual Yield | 0.03 % | 0.29 % |
| Year To Date Return | 17.98 % | 0.39 % |
| One Year Return | 6.36 % | 4.15 % |
| Three Year Return | (3.88) % | 3.60 % |
| Net Asset | 3.49 M | 4.11 B |
| Last Dividend Paid | 0.22 | 0.65 |
| Cash Position Weight | 1.47 % | 10.61 % |
| Equity Positions Weight | 98.53 % | 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 10.37 | |||
| Day Typical Price | 10.37 | |||
| Price Action Indicator | 0.035 | |||
| Period Momentum Indicator | 0.07 | |||
| Relative Strength Index | 45.77 |
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.
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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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.