Global Equity Income Manager Performance
| UIGEXDelisted Fund | USD 10.91 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.0121, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Global Equity are expected to decrease at a much lower rate. During the bear market, Global Equity is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Global Equity Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Global Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 9.57 | |
| Fifty Two Week High | 13.00 |
Global |
Global Equity Relative Risk vs. Return Landscape
If you would invest 1,091 in Global Equity Income on September 3, 2024 and sell it today you would earn a total of 0.00 from holding Global Equity Income or generate 0.0% return on investment over 90 days. Global Equity Income is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Global, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Equity Current Valuation
Overvalued
Today
Please note that Global Equity's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Global Equity Income retains a regular Real Value of $10.1 per share. The prevalent price of the fund is $10.91. We determine the value of Global Equity Income 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 Global Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Equity'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 10.91 | Real 10.1 | Hype 10.91 |
The intrinsic value of Global Equity'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 Global Equity'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 Global Equity Income helps investors to forecast how Global 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 Global Equity more accurately as focusing exclusively on Global Equity's fundamentals will not take into account other important factors: Global Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Equity Income, and traders can use it to determine the average amount a Global Equity'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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| UIGEX |
Based on monthly moving average Global Equity 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 Global Equity by adding Global Equity to a well-diversified portfolio.
Global Equity Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Equity, and Global Equity 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 Global Mutual Fund performance.
| Price To Earning | 17.06 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.27 X | |||
| Total Asset | 51.13 M | |||
About Global Equity Performance
Evaluating Global Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Equity 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 Global Equity 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 normally invests at least 80 percent of its assets in equity securities. Usaa Global is traded on NASDAQ Exchange in the United States.Things to note about Global Equity Income performance evaluation
Checking the ongoing alerts about Global Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Global Equity Income is not yet fully synchronised with the market data | |
| Global Equity Income has a very high chance of going through financial distress in the upcoming years | |
| The fund keeps 99.5% of its net assets in stocks |
- Analyzing Global Equity'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 Global Equity's stock is overvalued or undervalued compared to its peers.
- Examining Global Equity'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 Global Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Equity's mutual fund. These opinions can provide insight into Global Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Other Consideration for investing in Global Mutual Fund
If you are still planning to invest in Global Equity Income check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Global Equity's history and understand the potential risks before investing.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |