Carillon Chartwell Mid Fund Manager Performance Evaluation
| BERAX Fund | 17.83 0.12 0.68% |
The fund shows a Beta (market volatility) of 0.43, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carillon Chartwell's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carillon Chartwell is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Carillon Chartwell Mid are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Carillon Chartwell showed solid returns over the last few months and may actually be approaching a breakup point.
...moreCarillon |
Carillon Chartwell Relative Risk vs. Return Landscape
If you would invest 1,546 in Carillon Chartwell Mid on April 13, 2025 and sell it today you would earn a total of 237.00 from holding Carillon Chartwell Mid or generate 15.33% return on investment over 90 days. Carillon Chartwell Mid is currently producing 0.2393% returns and takes up 1.0353% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Carillon, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Carillon Chartwell Current Valuation
Undervalued
Today
Please note that Carillon Chartwell's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is undervalued. Carillon Chartwell Mid shows a prevailing Real Value of USD18.86 per share. The current price of the fund is USD17.83. Our model approximates the value of Carillon Chartwell Mid from analyzing the entity technical indicators and probability of bankruptcy. In general, investors favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Carillon Chartwell is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Carillon Mutual Fund. However, Carillon Chartwell'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 17.83 | Real 18.86 | Hype 17.83 | Naive 17.8 |
The intrinsic value of Carillon Chartwell'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 Carillon Chartwell'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 Carillon Chartwell Mid helps investors to forecast how Carillon 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 Carillon Chartwell more accurately as focusing exclusively on Carillon Chartwell's fundamentals will not take into account other important factors: Carillon Chartwell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Chartwell's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Carillon Chartwell Mid, and traders can use it to determine the average amount a Carillon Chartwell'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 = 0.2312
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BERAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Carillon Chartwell is performing at about 18% 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 Carillon Chartwell by adding it to a well-diversified portfolio.
Carillon Chartwell Fundamentals Growth
Carillon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Carillon Chartwell, and Carillon Chartwell 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 Carillon Mutual Fund performance.
About Carillon Chartwell Performance
Evaluating Carillon Chartwell's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carillon Chartwell has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carillon Chartwell has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Carillon Chartwell Mid performance evaluation
Checking the ongoing alerts about Carillon Chartwell for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Carillon Chartwell Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Carillon Chartwell'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 Carillon Chartwell's stock is overvalued or undervalued compared to its peers.
- Examining Carillon Chartwell'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 Carillon Chartwell's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carillon Chartwell's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Carillon Chartwell's mutual fund. These opinions can provide insight into Carillon Chartwell's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Carillon Mutual Fund
Carillon Chartwell financial ratios help investors to determine whether Carillon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carillon with respect to the benefits of owning Carillon Chartwell security.
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