Guggenheim Limited Financials
| GILDX Fund | USD 24.45 0.02 0.08% |
Guggenheim |
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.
Guggenheim Limited Fund Summary
Guggenheim Limited competes with Guggenheim Total, Guggenheim Floating, Guggenheim Macro, and Guggenheim Limited. The advisor intends to pursue the funds investment objective by investing at least 80 percent of its assets in a diversified portfolio of debt securities, financial instruments that should perform similarly to debt securities and investment vehicles that provide exposure to debt securities, and debt-like securities, including individual securities, investment vehicles and derivatives giving exposure to fixed-income markets.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US40168W5177 |
| Business Address | Guggenheim Investments |
| Mutual Fund Family | Guggenheim Investments |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 820 0888 |
| Currency | USD - US Dollar |
Guggenheim Limited Key Financial Ratios
Guggenheim Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Limited's current stock value. Our valuation model uses many indicators to compare Guggenheim Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Limited competition to find correlations between indicators driving Guggenheim Limited's intrinsic value. More Info.Guggenheim Limited Duration is rated # 2 fund in annual yield among similar funds. It also is rated # 2 fund in year to date return among similar funds creating about 118.97 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 Limited's earnings, one of the primary drivers of an investment's value.Guggenheim Limited Systematic Risk
Guggenheim Limited's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guggenheim Limited 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Guggenheim Limited correlated with the market. If Beta is less than 0 Guggenheim Limited generally moves in the opposite direction as compared to the market. If Guggenheim Limited Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guggenheim Limited is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guggenheim Limited is generally in the same direction as the market. If Beta > 1 Guggenheim Limited moves generally in the same direction as, but more than the movement of the benchmark.
Guggenheim Limited November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guggenheim Limited help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guggenheim Limited Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guggenheim Limited Duration based on widely used predictive technical indicators. In general, we focus on analyzing Guggenheim Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Guggenheim Limited's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1053 | |||
| Information Ratio | (1.13) | |||
| Maximum Drawdown | 0.6564 | |||
| Value At Risk | (0.12) | |||
| Potential Upside | 0.2052 |
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Limited 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 Limited security.
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