Clifford Capital Focused Fund Manager Performance Evaluation
| FSVVX Fund | USD 10.81 0.34 3.25% |
The fund shows a Beta (market volatility) of 1.4, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Clifford Capital will likely underperform.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Clifford Capital Focused are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Clifford Capital 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 | 31st of January 2023 | |
| Expense Ratio | 1.0500 |
Clifford |
Clifford Capital Relative Risk vs. Return Landscape
If you would invest 1,071 in Clifford Capital Focused on February 3, 2024 and sell it today you would earn a total of 10.00 from holding Clifford Capital Focused or generate 0.93% return on investment over 90 days. Clifford Capital Focused is currently producing 0.0222% returns and takes up 1.2278% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Clifford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clifford Capital Current Valuation
Fairly Valued
Today
Please note that Clifford Capital's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Clifford Capital Focused shows a prevailing Real Value of $10.53 per share. The current price of the fund is $10.81. We determine the value of Clifford Capital Focused 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.
Our valuation method for Clifford Capital Focused is useful when determining the fair value of the Clifford mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Clifford Capital. 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 10.81 | Real 10.53 | Hype 10.47 | Naive 10.62 |
The real value of Clifford Mutual Fund, also known as its intrinsic value, is the underlying worth of Clifford Capital Focused Mutual Fund, which is reflected in its stock price. It is based on Clifford Capital's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 Focused 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 Focused, 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 = 0.0181
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FSVVX |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Clifford Capital is performing at about 1% 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.
| Total Asset | 10.92 M | ||||
About Clifford Capital Performance
To evaluate Clifford Capital Focused Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Clifford Capital generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Clifford Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Clifford Capital Focused market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Clifford's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal market conditions, the fund invests at least 80 percent of its net assets in the equity securities of U.S. companies with small market capitalizations. The Adviser considers a company to be a small cap company if its market capitalization is no larger than that of the largest company in the Russell 2000 Index at the time a new position is established, based on the index data as of the end of the previous calendar quarter.Things to note about Clifford Capital Focused 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 Focused help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -3.0% | |
| Clifford Capital Focused retains 97.22% 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.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Clifford Capital Focused. 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 real. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.