Guinness Atkinson Financials
| GAGEX Fund | USD 24.38 0.23 0.93% |
Guinness |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Guinness Atkinson Fund Summary
Guinness Atkinson competes with Fidelity Advisor, HUMANA, Barloworld, Morningstar Unconstrained, and Thrivent High. The fund invests at least 80 percent of its net assets in publicly-traded equity securities of both U.S. and non-U.S. companies principally engaged in the production, exploration or discovery, or distribution of energy including the research and development or production of alternative energy sources. It will invest in companies economically tied to U.S. and to foreign countries, including, potentially, companies domiciled or traded in emerging markets.Specialization | Equity Energy, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity Puritan Trust |
| Mutual Fund Family | Guinness Atkinson |
| Mutual Fund Category | Equity Energy |
| Benchmark | Dow Jones Industrial |
| Phone | 800 915 6566 |
| Currency | USD - US Dollar |
Guinness Atkinson Key Financial Ratios
Guinness Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guinness Atkinson's current stock value. Our valuation model uses many indicators to compare Guinness Atkinson value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guinness Atkinson competition to find correlations between indicators driving Guinness Atkinson's intrinsic value. More Info.Guinness Atkinson Global is one of the top funds in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.05 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Guinness Atkinson Global is roughly 19.19 . 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 Guinness Atkinson's earnings, one of the primary drivers of an investment's value.Guinness Atkinson Global Systematic Risk
Guinness Atkinson's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guinness Atkinson volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Guinness Atkinson Global correlated with the market. If Beta is less than 0 Guinness Atkinson generally moves in the opposite direction as compared to the market. If Guinness Atkinson Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guinness Atkinson Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guinness Atkinson is generally in the same direction as the market. If Beta > 1 Guinness Atkinson moves generally in the same direction as, but more than the movement of the benchmark.
Guinness Atkinson November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guinness Atkinson help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guinness Atkinson Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guinness Atkinson Global based on widely used predictive technical indicators. In general, we focus on analyzing Guinness Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Guinness Atkinson's daily price indicators and compare them against related drivers.
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 5.69 | |||
| Value At Risk | (2.38) | |||
| Potential Upside | 1.47 |
Other Information on Investing in Guinness Mutual Fund
Guinness Atkinson financial ratios help investors to determine whether Guinness 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 Guinness with respect to the benefits of owning Guinness Atkinson security.
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