Guidemark E Fixed Fund Manager Performance Evaluation
| GMCOX Fund | USD 8.30 0.02 0.24% |
The fund retains a Market Volatility (i.e., Beta) of -0.0611, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Guidemark are expected to decrease at a much lower rate. During the bear market, Guidemark is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Guidemark E Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Guidemark is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9600 |
Guidemark |
Guidemark Relative Risk vs. Return Landscape
If you would invest 836.00 in Guidemark E Fixed on September 2, 2024 and sell it today you would lose (6.00) from holding Guidemark E Fixed or give up 0.72% of portfolio value over 90 days. Guidemark E Fixed is currently producing negative expected returns and takes up 0.3028% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Guidemark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guidemark Current Valuation
Overvalued
Today
Please note that Guidemark's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Guidemark E Fixed retains a regular Real Value of $8.02 per share. The prevalent price of the fund is $8.3. We determine the value of Guidemark E Fixed 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 Guidemark is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guidemark Mutual Fund. However, Guidemark'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 8.3 | Real 8.02 | Hype 8.3 | Naive 8.33 |
The intrinsic value of Guidemark'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 Guidemark'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 Guidemark E Fixed helps investors to forecast how Guidemark 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 Guidemark more accurately as focusing exclusively on Guidemark's fundamentals will not take into account other important factors: Guidemark Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guidemark's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guidemark E Fixed, and traders can use it to determine the average amount a Guidemark'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 = -0.0357
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GMCOX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 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 Guidemark 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 Guidemark by adding Guidemark to a well-diversified portfolio.
Guidemark Fundamentals Growth
Guidemark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guidemark, and Guidemark 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 Guidemark Mutual Fund performance.
| Total Asset | 200.55 M | ||||
About Guidemark Performance
Evaluating Guidemark's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guidemark 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 Guidemark 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 will invest at least 80 percent of its assets in fixed income securities. It will primarily invest in fixed income securities that are rated investment grade or better. The fixed income securities in which the fund invests may have maturities of any length. While the fund will primarily invest in fixed income securities that are rated investment grade, the fund may, at times, hold debt securities that are rated below investment grade as a result of downgrades in the rating of the securities subsequent to their purchase by the fund.Things to note about Guidemark E Fixed performance evaluation
Checking the ongoing alerts about Guidemark for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guidemark E Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Guidemark E Fixed generated a negative expected return over the last 90 days | |
| Guidemark E Fixed generated five year return of 0.0% | |
| This fund retains about 13.94% of its assets under management (AUM) in cash |
- Analyzing Guidemark'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 Guidemark's stock is overvalued or undervalued compared to its peers.
- Examining Guidemark'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 Guidemark's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guidemark's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guidemark's mutual fund. These opinions can provide insight into Guidemark's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guidemark Mutual Fund
Guidemark financial ratios help investors to determine whether Guidemark 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 Guidemark with respect to the benefits of owning Guidemark security.
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