Secured Options Portfolio Fund Manager Performance Evaluation
| GTSOX Fund | USD 15.31 0.02 0.13% |
The entity has a beta of 0.19, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Secured Options' returns are expected to increase less than the market. However, during the bear market, the loss of holding Secured Options is expected to be smaller as well.
Risk-Adjusted Performance
25 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Secured Options Portfolio are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Secured Options is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.8600 |
Secured |
Secured Options Relative Risk vs. Return Landscape
If you would invest 1,466 in Secured Options Portfolio on August 29, 2024 and sell it today you would earn a total of 65.00 from holding Secured Options Portfolio or generate 4.43% return on investment over 90 days. Secured Options Portfolio is currently producing 0.068% returns and takes up 0.2074% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Secured, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Secured Options Current Valuation
Undervalued
Today
Please note that Secured Options' price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Secured Options Portfolio current Real Value cannot be determined due to lack of data. The regular price of Secured Options Portfolio is $15.31. We determine the value of Secured Options Portfolio from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Secured Options is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Secured Mutual Fund. However, Secured Options' 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 15.31 | Real 0.0 | Hype 0.0 | Naive 15.29 |
The intrinsic value of Secured Options' 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 Secured Options' 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 Secured Options Portfolio helps investors to forecast how Secured 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 Secured Options more accurately as focusing exclusively on Secured Options' fundamentals will not take into account other important factors: Secured Options Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Secured Options' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Secured Options Portfolio, and traders can use it to determine the average amount a Secured Options' 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 = 0.3279
| Best Portfolio | Best Equity | |||
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| Cash | GTSOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.21 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 25 75% of assets perform better |
Based on monthly moving average Secured Options is performing at about 25% 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 Secured Options by adding it to a well-diversified portfolio.
Secured Options Fundamentals Growth
Secured Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Secured Options, and Secured Options 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 Secured Mutual Fund performance.
| Price To Earning | 19.21 X | |||
| Price To Book | 2.66 X | |||
| Price To Sales | 1.86 X | |||
| Total Asset | 59.48 M | |||
About Secured Options Performance
Evaluating Secured Options' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Secured Options 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 Secured Options 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 market circumstances, at least 80 percent of the value of the Portfolios total assets will be subject to secured option strategies, which are written covered call andor secured put options on stock index ETFs, stock indices andor individual stocks held by the Portfolio.Things to note about Secured Options Portfolio performance evaluation
Checking the ongoing alerts about Secured Options for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Secured Options Portfolio 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 about 17.37% of its assets under management (AUM) in cash |
- Analyzing Secured Options' 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 Secured Options' stock is overvalued or undervalued compared to its peers.
- Examining Secured Options' 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 Secured Options' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Secured Options' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Secured Options' mutual fund. These opinions can provide insight into Secured Options' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Secured Mutual Fund
Secured Options financial ratios help investors to determine whether Secured 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 Secured with respect to the benefits of owning Secured Options security.
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