Chartwell Short Duration Fund Technical Analysis
| CWFIX Fund | USD 9.65 0.01 0.10% |
As of the 25th of January, Chartwell Short shows the mean deviation of 0.06, and Risk Adjusted Performance of 0.103. Chartwell Short Duration technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Chartwell Short Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Chartwell, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to ChartwellChartwell |
Chartwell Short 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Chartwell Short's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Chartwell Short.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Chartwell Short on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Chartwell Short Duration or generate 0.0% return on investment in Chartwell Short over 90 days. Chartwell Short is related to or competes with Small Cap, T Rowe, Boston Partners, Lsv Small, Transamerica Financial, Ab Discovery, and Prudential Qma. Under normal circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities More
Chartwell Short Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Chartwell Short's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Chartwell Short Duration upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2133 | |||
| Information Ratio | (0.59) | |||
| Maximum Drawdown | 0.8333 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.105 |
Chartwell Short Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Chartwell Short's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Chartwell Short's standard deviation. In reality, there are many statistical measures that can use Chartwell Short historical prices to predict the future Chartwell Short's volatility.| Risk Adjusted Performance | 0.103 | |||
| Jensen Alpha | 0.0114 | |||
| Total Risk Alpha | 0.0032 | |||
| Sortino Ratio | (0.26) | |||
| Treynor Ratio | 1.02 |
Chartwell Short January 25, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.103 | |||
| Market Risk Adjusted Performance | 1.03 | |||
| Mean Deviation | 0.06 | |||
| Downside Deviation | 0.2133 | |||
| Coefficient Of Variation | 432.55 | |||
| Standard Deviation | 0.096 | |||
| Variance | 0.0092 | |||
| Information Ratio | (0.59) | |||
| Jensen Alpha | 0.0114 | |||
| Total Risk Alpha | 0.0032 | |||
| Sortino Ratio | (0.26) | |||
| Treynor Ratio | 1.02 | |||
| Maximum Drawdown | 0.8333 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.105 | |||
| Downside Variance | 0.0455 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.13) | |||
| Skewness | (0.30) | |||
| Kurtosis | 9.69 |
Chartwell Short Duration Backtested Returns
At this stage we consider Chartwell Mutual Fund to be very steady. Chartwell Short Duration secures Sharpe Ratio (or Efficiency) of 0.19, which signifies that the fund had a 0.19 % return per unit of standard deviation over the last 3 months. We have found twenty-six technical indicators for Chartwell Short Duration, which you can use to evaluate the volatility of the entity. Please confirm Chartwell Short's mean deviation of 0.06, and Risk Adjusted Performance of 0.103 to double-check if the risk estimate we provide is consistent with the expected return of 0.0185%. The fund shows a Beta (market volatility) of 0.012, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Chartwell Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Chartwell Short is expected to be smaller as well.
Auto-correlation | 0.63 |
Good predictability
Chartwell Short Duration has good predictability. Overlapping area represents the amount of predictability between Chartwell Short time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Chartwell Short Duration price movement. The serial correlation of 0.63 indicates that roughly 63.0% of current Chartwell Short price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.63 | |
| Spearman Rank Test | 0.8 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Chartwell Short technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Chartwell Short Duration Technical Analysis
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Chartwell Short Duration volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Chartwell Short Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Chartwell Short Duration on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Chartwell Short Duration based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Chartwell Short Duration price pattern first instead of the macroeconomic environment surrounding Chartwell Short Duration. By analyzing Chartwell Short's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Chartwell Short's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Chartwell Short specific price patterns or momentum indicators. Please read more on our technical analysis page.
Chartwell Short January 25, 2026 Technical Indicators
Most technical analysis of Chartwell help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Chartwell from various momentum indicators to cycle indicators. When you analyze Chartwell charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.103 | |||
| Market Risk Adjusted Performance | 1.03 | |||
| Mean Deviation | 0.06 | |||
| Downside Deviation | 0.2133 | |||
| Coefficient Of Variation | 432.55 | |||
| Standard Deviation | 0.096 | |||
| Variance | 0.0092 | |||
| Information Ratio | (0.59) | |||
| Jensen Alpha | 0.0114 | |||
| Total Risk Alpha | 0.0032 | |||
| Sortino Ratio | (0.26) | |||
| Treynor Ratio | 1.02 | |||
| Maximum Drawdown | 0.8333 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.105 | |||
| Downside Variance | 0.0455 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.13) | |||
| Skewness | (0.30) | |||
| Kurtosis | 9.69 |
Chartwell Short Duration One Year Return
Based on the recorded statements, Chartwell Short Duration has an One Year Return of 6.7653%. This is 62.23% lower than that of the Carillon Family of Funds family and significantly higher than that of the High Yield Bond category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Chartwell Short January 25, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Chartwell stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 9.65 | ||
| Day Typical Price | 9.65 | ||
| Price Action Indicator | 0.00 |
Other Information on Investing in Chartwell Mutual Fund
Chartwell Short financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Short security.
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