Flaherty Crumrine Dynamic Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Flaherty Crumrine are completely uncorrelated.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Flaherty Crumrine Dynamic has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Flaherty Crumrine is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.8700 |
Flaherty |
Flaherty Crumrine Relative Risk vs. Return Landscape
If you would invest (100.00) in Flaherty Crumrine Dynamic on January 28, 2024 and sell it today you would earn a total of 100.00 from holding Flaherty Crumrine Dynamic or generate -100.0% return on investment over 90 days. Flaherty Crumrine Dynamic is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Flaherty, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Flaherty Crumrine Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Flaherty Crumrine's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Flaherty Crumrine Dynamic, and traders can use it to determine the average amount a Flaherty Crumrine'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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| XDFPX |
Based on monthly moving average Flaherty Crumrine is not performing at its full potential. However, 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 Flaherty Crumrine by adding Flaherty Crumrine to a well-diversified portfolio.
Flaherty Crumrine Fundamentals Growth
Flaherty Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Flaherty Crumrine, and Flaherty Crumrine 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 Flaherty Mutual Fund performance.
Things to note about Flaherty Crumrine Dynamic performance evaluation
Checking the ongoing alerts about Flaherty Crumrine for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Flaherty Crumrine Dynamic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Flaherty Crumrine is not yet fully synchronised with the market data | |
| Flaherty Crumrine has some characteristics of a very speculative penny stock |
- Analyzing Flaherty Crumrine'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 Flaherty Crumrine's stock is overvalued or undervalued compared to its peers.
- Examining Flaherty Crumrine'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 Flaherty Crumrine's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Flaherty Crumrine's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Flaherty Crumrine's mutual fund. These opinions can provide insight into Flaherty Crumrine's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Other Tools for Flaherty Mutual Fund
When running Flaherty Crumrine's price analysis, check to measure Flaherty Crumrine's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Flaherty Crumrine is operating at the current time. Most of Flaherty Crumrine's value examination focuses on studying past and present price action to predict the probability of Flaherty Crumrine's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Flaherty Crumrine's price. Additionally, you may evaluate how the addition of Flaherty Crumrine to your portfolios can decrease your overall portfolio volatility.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |