Guggenheim Energy Income Manager Performance
| XGEIXDelisted Fund | USD 613.36 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.0277, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Guggenheim Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guggenheim Energy is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Guggenheim Energy Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Guggenheim Energy 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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Guggenheim Energy Relative Risk vs. Return Landscape
If you would invest 61,336 in Guggenheim Energy Income on August 30, 2024 and sell it today you would earn a total of 0.00 from holding Guggenheim Energy Income or generate 0.0% return on investment over 90 days. Guggenheim Energy 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 Guggenheim, 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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Guggenheim Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guggenheim Energy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guggenheim Energy Income, and traders can use it to determine the average amount a Guggenheim Energy'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
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Based on monthly moving average Guggenheim Energy 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 Guggenheim Energy by adding Guggenheim Energy to a well-diversified portfolio.
About Guggenheim Energy Performance
Evaluating Guggenheim Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guggenheim Energy 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 Guggenheim Energy 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.
Things to note about Guggenheim Energy Income performance evaluation
Checking the ongoing alerts about Guggenheim Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guggenheim Energy Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Guggenheim Energy is not yet fully synchronised with the market data |
- Analyzing Guggenheim Energy'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 Guggenheim Energy's stock is overvalued or undervalued compared to its peers.
- Examining Guggenheim Energy'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 Guggenheim Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guggenheim Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guggenheim Energy's mutual fund. These opinions can provide insight into Guggenheim Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist 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 gross domestic product. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Guggenheim Mutual Fund
If you are still planning to invest in Guggenheim Energy 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 Guggenheim Energy's history and understand the potential risks before investing.
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