Gmo Quality Fund Manager Performance Evaluation
| GQLIX Fund | USD 35.36 0.34 0.95% |
The fund retains a Market Volatility (i.e., Beta) of 0.83, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Gmo Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gmo Quality is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo Quality Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Gmo Quality 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 |
Gmo Quality Relative Risk vs. Return Landscape
If you would invest 3,392 in Gmo Quality Fund on November 1, 2025 and sell it today you would earn a total of 144.00 from holding Gmo Quality Fund or generate 4.25% return on investment over 90 days. Gmo Quality Fund is currently producing 0.0707% returns and takes up 0.7207% volatility of returns over 90 trading days. Put another way, 6% 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 |
| Risk |
Gmo Quality Current Valuation
Fairly Valued
Today
Please note that Gmo Quality's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gmo Quality Fund retains a regular Real Value of $35.4 per share. The prevalent price of the fund is $35.36. We determine the value of Gmo Quality Fund 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 Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gmo Mutual Fund. However, Gmo Quality'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 35.36 | Real 35.4 | Hype 35.7 | Naive 35.47 |
The intrinsic value of Gmo Quality'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 Quality'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 Quality Fund 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 Quality more accurately as focusing exclusively on Gmo Quality's fundamentals will not take into account other important factors: Gmo Quality Target Price Odds to finish over Current Price
The tendency of Gmo Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 35.36 | 90 days | 35.36 | about 20.23 |
Based on a normal probability distribution, the odds of Gmo Quality to move above the current price in 90 days from now is about 20.23 (This Gmo Quality Fund probability density function shows the probability of Gmo Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Gmo Quality has a beta of 0.83. This usually indicates as returns on the market go up, Gmo Quality average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Gmo Quality Fund will be expected to be much smaller as well. Additionally Gmo Quality Fund has an alpha of 0.0155, implying that it can generate a 0.0155 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Gmo Quality Price Density |
| Price |
Predictive Modules for Gmo Quality
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Gmo Quality Fund. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Gmo Quality Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Gmo Quality is not an exception. The market had few large corrections towards the Gmo Quality's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Gmo Quality Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Gmo Quality within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.83 | |
σ | Overall volatility | 0.84 | |
Ir | Information ratio | 0.01 |
Gmo Quality Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Gmo Quality for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Gmo Quality Fund can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.45% of its assets under management (AUM) in equities |
Gmo Quality Fundamentals Growth
Gmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gmo Quality, and Gmo Quality 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.
| Price To Earning | 3.89 X | |||
| Total Asset | 7.09 B | |||
About Gmo Quality Performance
Evaluating Gmo Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gmo Quality 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 Quality 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 adviser seeks to achieve the funds investment objective by investing the funds assets primarily in equities of companies that GMO believes to be of high quality. At times, the fund may have substantial exposure to a single asset class, industry, sector, country, region, issuer, currency or companies with similar market capitalizations. The fund may invest in securities of companies of any market capitalization. The fund also may invest in U.S. Treasury fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.Things to note about Gmo Quality Fund performance evaluation
Checking the ongoing alerts about Gmo Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gmo Quality Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.45% of its assets under management (AUM) in equities |
- Analyzing Gmo Quality'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 Quality's stock is overvalued or undervalued compared to its peers.
- Examining Gmo Quality'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 Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gmo Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gmo Quality's mutual fund. These opinions can provide insight into Gmo Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gmo Mutual Fund
Gmo Quality 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 Quality security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |