Green Century Balanced Fund Manager Performance Evaluation
| GCBUX Fund | USD 37.28 0.17 0.45% |
The fund retains a Market Volatility (i.e., Beta) of -0.027, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Green Century are expected to decrease at a much lower rate. During the bear market, Green Century is likely to outperform the market.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Green Century Balanced are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Green Century is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Green Century Relative Risk vs. Return Landscape
If you would invest 3,706 in Green Century Balanced on August 26, 2024 and sell it today you would earn a total of 22.00 from holding Green Century Balanced or generate 0.59% return on investment over 90 days. Green Century Balanced is currently producing 0.0101% returns and takes up 0.443% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Green, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Green Century Current Valuation
Fairly Valued
Today
Please note that Green Century's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Green Century Balanced retains a regular Real Value of $37.0 per share. The prevalent price of the fund is $37.28. We determine the value of Green Century Balanced from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Green Century is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Green Mutual Fund. However, Green Century's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 37.28 | Real 37.0 | Hype 37.28 | Naive 37.09 |
The intrinsic value of Green Century's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Green Century's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Green Century Balanced helps investors to forecast how Green mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Green Century more accurately as focusing exclusively on Green Century's fundamentals will not take into account other important factors: Green Century Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Green Century's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Green Century Balanced, and traders can use it to determine the average amount a Green Century'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 = 0.0227
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GCBUX |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Green Century is performing at about 1% of its full potential. 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 Green Century by adding it to a well-diversified portfolio.
Green Century Fundamentals Growth
Green Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Green Century, and Green Century 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 Green Mutual Fund performance.
| Total Asset | 358.61 M | ||||
About Green Century Performance
Evaluating Green Century's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Green Century has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Green Century has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in the stocks and bonds of U.S. companies the funds adviser believes are environmentally responsible and sustainable. There is no predetermined percentage of assets allocated to either stocks or bonds, although the fund will generally invest at least 25 percent of its net assets in bonds and may not invest more than 75 percent of its net assets in stocks.Things to note about Green Century Balanced performance evaluation
Checking the ongoing alerts about Green Century for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Green Century Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Green Century's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Green Century's mutual fund performance include:- Analyzing Green Century'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 Green Century's stock is overvalued or undervalued compared to its peers.
- Examining Green Century'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 Green Century's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Green Century's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Green Century's mutual fund. These opinions can provide insight into Green Century's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Green Mutual Fund
Green Century financial ratios help investors to determine whether Green 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 Green with respect to the benefits of owning Green Century security.
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