Capital Management Mid Cap Fund Manager Performance Evaluation
| CMEIX Fund | USD 11.78 -0.07 -0.59% |
The fund secures a Beta (Market Risk) of 1.04, which means a somewhat significant risk relative to the market. CAPITAL MANAGEMENT tracks the broader market closely, rising and falling roughly in step with the benchmark.
Risk-Adjusted Performance
Moderate
Weak | Strong |
On a recent 90-day basis, Capital Management Mid Cap sits below 8% of comparable funds and fund portfolios in risk-adjusted performance. Used properly, the ranking helps separate absolute gains from efficient gains. Despite somewhat weak forward indicators, CAPITAL MANAGEMENT may actually be approaching a critical reversion point that can send shares even higher in April 2026. Learn More
CAPITAL |
Relative Risk vs. Return Landscape
If you had invested $ 1,056 in Capital Management Mid Cap on December 16, 2025 and sold it today you would have earned a total of $ 122.00 from holding Capital Management Mid Cap or generated 11.55% return on investment over 90 days. Capital Management Mid Cap is currently producing a 0.1965% return and carries 1.8927% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than CAPITAL, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target Price Odds to finish over Current Price
For CAPITAL Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 11.78 | 90 days | 11.78 | about 72.67 |
Based on standard probability analysis, the odds of CAPITAL MANAGEMENT moving above the current price in 90 days from now are about 72.67 (The chart above shows the probability distribution of CAPITAL Mutual Fund prices over the next 90 days).
CAPITAL MANAGEMENT Price Density |
| Price |
Predictive Modules for CAPITAL MANAGEMENT
Accurately predicting the fund market is one of the most challenging tasks in investing. For Capital Management Mid, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process - comparing methods and results helps investors develop a more nuanced view of potential outcomes.The mean reversion principle applied to CAPITAL MANAGEMENT's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and CAPITAL MANAGEMENT has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Capital Management Mid Cap should monitor CAPITAL MANAGEMENT's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 1.04 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | 0.1 |
Investor Alerts and Insights
Alerts and suggestions for CAPITAL MANAGEMENT give investors a structured way to monitor the fund for material events. Capital Management Mid notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| The fund holds about 10.09% of its assets under management (AUM) in fixed income securities |
CAPITAL MANAGEMENT Fundamentals Growth
CAPITAL Mutual Fund performance is fundamentally tied to CAPITAL MANAGEMENT's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for CAPITAL Mutual Fund.
| Price To Earning | 21.76 X | |||
| Price To Book | 3.00 X | |||
| Price To Sales | 1.94 X | |||
| Total Asset | 21.61 M | |||
Performance Metrics & Calculation Methodology
CAPITAL MANAGEMENT performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Market sensitivity appears generally aligned with broader economic conditions.
Inputs for Capital Management Mid Cap come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.