Cliffwater Mutual Fund Manager Performance Evaluation


USD 10.71  0.01  0.09%   

The fund shows a Beta (market volatility) of 0.0066, which signifies not very significant fluctuations relative to the market. Let's try to break down what Cliffwater's beta means in this case. As returns on the market increase, Cliffwater Enhanced returns are expected to increase less than the market. However, during the bear market, the loss on holding Cliffwater Enhanced will be expected to be smaller as well. Although it is important to respect Cliffwater Enhanced historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Cliffwater Enhanced technical indicators, you can presently evaluate if the expected return of 0.0284% will be sustainable into the future.
Cliffwater Performance
37 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Cliffwater Enhanced Lending are ranked lower than 37 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Cliffwater Enhanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Cliffwater Price Channel

Cliffwater Enhanced Relative Risk vs. Return Landscape

If you would invest  1,052  in Cliffwater Enhanced Lending on September 3, 2022 and sell it today you would earn a total of  19.00  from holding Cliffwater Enhanced Lending or generate 1.81% return on investment over 90 days. Cliffwater Enhanced Lending is currently producing 0.0284% returns and takes up 0.0576% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Cliffwater, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Cliffwater Enhanced is expected to generate 4.55 times less return on investment than the market. But when comparing it to its historical volatility, the company is 26.15 times less risky than the market. It trades about 0.49 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

Cliffwater Enhanced Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Cliffwater Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cliffwater Enhanced Lending, and traders can use it to determine the average amount a Cliffwater Enhanced'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 = 0.4939

Good Returns
Average Returns
Small Returns
Based on monthly moving average Cliffwater Enhanced is performing at about 37% 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 Cliffwater Enhanced by adding it to a well-diversified portfolio.

About Cliffwater Enhanced Performance

To evaluate Cliffwater Enhanced 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 Cliffwater Enhanced 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 Cliffwater 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 Cliffwater Enhanced market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Cliffwater'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.

Things to note about Cliffwater Enhanced

Checking the ongoing alerts about Cliffwater Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cliffwater Enhanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Cliffwater Enhanced Alerts

Equity Alerts and Improvement Suggestions

Cliffwater is showing solid risk-adjusted performance over 90 days
Continue to Trending Equities. Note that the Cliffwater Enhanced information on this page should be used as a complementary analysis to other Cliffwater Enhanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for Cliffwater Mutual Fund analysis

When running Cliffwater Enhanced price analysis, check to measure Cliffwater Enhanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cliffwater Enhanced is operating at the current time. Most of Cliffwater Enhanced's value examination focuses on studying past and present price action to predict the probability of Cliffwater Enhanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Cliffwater Enhanced's price. Additionally, you may evaluate how the addition of Cliffwater Enhanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Cliffwater Enhanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Cliffwater Enhanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cliffwater Enhanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.