CHARTWELL SMALL Market Risk Adjusted Performance
| CWSGX Fund | | | USD 20.50 0.26 1.28% |
The Market Risk Adjusted Performance indicator for Chartwell Small Cap is derived from observed market data. For broader technical screening across instruments, see
Equity Screeners.
Trending Equities frames the approach to diversified portfolio design. Allocation structure reflects how positions are distributed across the portfolio. Chartwell Small Cap can be added to a watchlist or portfolio for position tracking. Correlation data between positions helps assess portfolio-level risk. Broader economic conditions can influence Chartwell Small Cap's mutual fund valuation — related indicators include
signals in census.
Chartwell Small Cap has current Market Risk Adjusted Performance of 0.1068.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | 0.1068 | |
| ER[a] | = | Expected return on investing in CHARTWELL SMALL |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Market Risk Adjusted Performance Peers Comparison
Market Risk Adjusted Performance Relative To Other Indicators
Chartwell Small Cap is rated
third in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
72.55 of Maximum Drawdown per Market Risk Adjusted Performance. At
72.55 , Chartwell Small Cap's Maximum Drawdown-to-Market Risk Adjusted Performance multiple reflects the spread between these metrics
Other Technical Indicators