Gmo Emerging Markets Fund Manager Performance Evaluation
| GEMNX Fund | USD 24.33 0.15 0.61% |
The fund retains a Market Volatility (i.e., Beta) of 0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gmo Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gmo Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Gmo Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Gmo Emerging 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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Gmo Emerging Relative Risk vs. Return Landscape
If you would invest 2,495 in Gmo Emerging Markets on August 29, 2024 and sell it today you would lose (62.00) from holding Gmo Emerging Markets or give up 2.48% of portfolio value over 90 days. Gmo Emerging Markets is currently producing negative expected returns and takes up 0.8396% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Gmo, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Gmo Emerging Current Valuation
Fairly Valued
Today
Please note that Gmo Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gmo Emerging Markets retains a regular Real Value of $24.3 per share. The prevalent price of the fund is $24.33. We determine the value of Gmo Emerging Markets 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 Gmo Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gmo Mutual Fund. However, Gmo Emerging'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 24.33 | Real 24.3 | Hype 24.33 | Naive 24.03 |
The intrinsic value of Gmo Emerging'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 Gmo Emerging'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 Gmo Emerging Markets helps investors to forecast how Gmo 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 Gmo Emerging more accurately as focusing exclusively on Gmo Emerging's fundamentals will not take into account other important factors: Gmo Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gmo Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gmo Emerging Markets, and traders can use it to determine the average amount a Gmo Emerging'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 = -0.0427
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| Negative Returns | GEMNX |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gmo Emerging is not performing at its full potential. However, 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 Gmo Emerging by adding Gmo Emerging to a well-diversified portfolio.
Gmo Emerging Fundamentals Growth
Gmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gmo Emerging, and Gmo Emerging 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 Gmo Mutual Fund performance.
| Total Asset | 2.81 B | |||
About Gmo Emerging Performance
Evaluating Gmo Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gmo Emerging 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 Gmo Emerging 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.
Under normal circumstances, the fund invests at least 80 percent of the funds net assets directly and indirectly in companies tied economically to markets that are not treated as developed markets in the MSCI World Index . It may invest in securities of companies of any market capitalization.Things to note about Gmo Emerging Markets performance evaluation
Checking the ongoing alerts about Gmo Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gmo Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gmo Emerging Markets generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Gmo Emerging Markets retains 93.63% of its assets under management (AUM) in equities |
- Analyzing Gmo Emerging'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 Gmo Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Gmo Emerging'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 Gmo Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gmo Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gmo Emerging's mutual fund. These opinions can provide insight into Gmo Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gmo Mutual Fund
Gmo Emerging financial ratios help investors to determine whether Gmo 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 Gmo with respect to the benefits of owning Gmo Emerging security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |