Guggenheim Total Financial Statements From 2010 to 2024
| GIBRX Fund | USD 23.63 0.02 0.08% |
Check Guggenheim Total financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Guggenheim Total's main balance sheet or income statement drivers, such as , as well as many indicators such as . Guggenheim financial statements analysis is a perfect complement when working with Guggenheim Total Valuation or Volatility modules.
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Guggenheim Total Return Mutual Fund One Year Return Analysis
Guggenheim Total's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Guggenheim Total One Year Return | 9.46 % |
Most of Guggenheim Total's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Guggenheim Total Return is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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Based on the recorded statements, Guggenheim Total Return has an One Year Return of 9.4602%. This is 236.66% higher than that of the Guggenheim Investments family and significantly higher than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably lower than that of the firm.
Guggenheim Total Return Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Total's current stock value. Our valuation model uses many indicators to compare Guggenheim Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Total competition to find correlations between indicators driving Guggenheim Total's intrinsic value. More Info.Guggenheim Total Return is rated # 3 fund in annual yield among similar funds. It also is rated # 3 fund in year to date return among similar funds creating about 67.65 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Guggenheim Total's earnings, one of the primary drivers of an investment's value.About Guggenheim Total Financial Statements
Guggenheim Total investors use historical fundamental indicators, such as Guggenheim Total's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Guggenheim Total. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in debt securities. While the fund will principally invest in debt securities listed, traded or dealt in developed markets countries globally, it may also invest without limitation in securities listed, traded or dealt in other countries, including emerging markets countries.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Total financial ratios help investors to determine whether Guggenheim 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 Guggenheim with respect to the benefits of owning Guggenheim Total security.
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