Gotham Hedged Financials
| GCHDX Fund | USD 13.76 0.09 0.65% |
Gotham |
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.
Gotham Hedged Fund Summary
Gotham Hedged competes with Invesco Technology, Mfs Technology, Science Technology, Goldman Sachs, and Dreyfus Technology. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities generally selected from the largest 1000 U.S. companies by market capitalization. The Adviser intends to target a net exposure, which is the value of the funds long positions minus its short positions, in the range of approximately 70 100.Specialization | Long-Short Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fundvantage Trust |
| Mutual Fund Family | Gotham |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 974 6852 |
| Currency | USD - US Dollar |
Gotham Hedged Key Financial Ratios
Gotham Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Gotham Hedged's current stock value. Our valuation model uses many indicators to compare Gotham Hedged value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Gotham Hedged competition to find correlations between indicators driving Gotham Hedged's intrinsic value. More Info.Gotham Hedged E is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 2,540 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 Gotham Hedged's earnings, one of the primary drivers of an investment's value.Gotham Hedged E Systematic Risk
Gotham Hedged's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Gotham Hedged 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Gotham Hedged E correlated with the market. If Beta is less than 0 Gotham Hedged generally moves in the opposite direction as compared to the market. If Gotham Hedged Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Gotham Hedged E is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Gotham Hedged is generally in the same direction as the market. If Beta > 1 Gotham Hedged moves generally in the same direction as, but more than the movement of the benchmark.
Gotham Hedged November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Gotham Hedged help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Gotham Hedged E. We use our internally-developed statistical techniques to arrive at the intrinsic value of Gotham Hedged E based on widely used predictive technical indicators. In general, we focus on analyzing Gotham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Gotham Hedged's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6426 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 3.33 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 0.9797 |
Other Information on Investing in Gotham Mutual Fund
Gotham Hedged financial ratios help investors to determine whether Gotham 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 Gotham with respect to the benefits of owning Gotham Hedged security.
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