CFACX Mutual Fund Manager Performance Evaluation

CFACX
 Fund
  

USD 11.23  0.03  0.27%   

The fund shows a Beta (market volatility) of 0.1647, which signifies not very significant fluctuations relative to the market. Let's try to break down what CFACX's beta means in this case. As returns on the market increase, Bond Fund returns are expected to increase less than the market. However, during the bear market, the loss on holding Bond Fund will be expected to be smaller as well. Even though it is essential to pay attention to Bond Fund historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy in foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. The Bond Fund exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
CFACX Performance
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Over the last 90 days The Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Bond Fund is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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CFACX Price Channel

Fifty Two Week Low11.16
Fifty Two Week High13.57

Bond Fund Relative Risk vs. Return Landscape

If you would invest  1,196  in The Bond Fund on July 4, 2022 and sell it today you would lose (73.00)  from holding The Bond Fund or give up 6.1% of portfolio value over 90 days. The Bond Fund is currently producing negative expected returns and takes up 0.4721% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than CFACX, 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 Bond Fund is expected to generate 0.42 times more return on investment than the market. However, the company is 2.4 times less risky than the market. It trades about -0.21 of its potential returns per unit of risk. The DOW is currently generating roughly -0.1 per unit of risk.

Bond Fund Current Valuation

Fairly Valued
Today 11.23
Please note that Bond Fund's price fluctuation is very steady at this time.
Bond Fund shows a prevailing Real Value of $11.27 per share. The current price of the fund is $11.23. At this time, the entity appears to be fairly valued. We determine the value of Bond Fund 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 The Bond Fund is useful when determining the fair value of the CFACX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Bond Fund. Since Bond Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CFACX Mutual Fund. However, Bond Fund'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.
11.27
Real Value
11.74
Upside
Estimating the potential upside or downside of The Bond Fund helps investors to forecast how CFACX 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 Bond Fund more accurately as focusing exclusively on Bond Fund's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
10.1910.6612.35
Details

Bond Fund Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Bond Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Bond Fund, and traders can use it to determine the average amount a Bond Fund'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 = -0.206

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Negative ReturnsCFACX
Estimated Market Risk
 0.47
  actual daily
 
 4 %
of total potential
 
44
Expected Return
 -0.1
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.21
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Bond Fund is performing at about 0% 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 Bond Fund by adding it to a well-diversified portfolio.

About Bond Fund Performance

To evaluate Bond Fund 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 Bond Fund 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 CFACX 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 Bond Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents CFACX'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.
The fund invests at least 80 percent of its assets in bonds and other debt securities, which may be represented by other investment instruments, including derivatives. Bond Fund is traded on NASDAQ Exchange in the United States.

Things to note about Bond Fund

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

Bond Fund Alerts

Equity Alerts and Improvement Suggestions

Bond Fund generated a negative expected return over the last 90 days
Bond Fund is unlikely to experience financial distress in the next 2 years
On 1st of September 2022 Bond Fund paid $ 0.0298 per share dividend to its current shareholders
Latest headline from www.prnewswire.com: The Home Depot Expands Reporting on Diversity, Equity and Inclusion and Deforestation Efforts USA - English - USA - English - PR Newswire
The fund holds about 10.39% of its assets under management (AUM) in fixed income securities
Continue to Trending Equities. Note that the Bond Fund information on this page should be used as a complementary analysis to other Bond Fund'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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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Please note, there is a significant difference between Bond Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Bond Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bond Fund'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.