Guidepath Income Fund Five Year Return
Guidepath Income fundamentals help investors to digest information that contributes to Guidepath Income's financial success or failures. It also enables traders to predict the movement of Guidepath Mutual Fund. The fundamental analysis module provides a way to measure Guidepath Income's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Guidepath Income mutual fund.
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Guidepath Income Mutual Fund Five Year Return Analysis
Guidepath Income's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Guidepath Income Five Year Return | (0.84) % |
Most of Guidepath Income's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Guidepath Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Guidepath Income has a Five Year Return of -0.8431%. This is much lower than that of the GuidePath family and significantly lower than that of the Intermediate Core-Plus Bond category. The five year return for all United States funds is notably higher than that of the company.
Guidepath Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Guidepath Income's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Guidepath Income could also be used in its relative valuation, which is a method of valuing Guidepath Income by comparing valuation metrics of similar companies.Guidepath Income is rated # 5 fund in five year return among similar funds.
Fund Asset Allocation for Guidepath Income
The fund consists of 86.08% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Guidepath Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Guidepath Fundamentals
| Total Asset | 46.26 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 4.72 % | |||
| One Year Return | 8.93 % | |||
| Three Year Return | (1.77) % | |||
| Five Year Return | (0.84) % | |||
| Net Asset | 101.09 K | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 7.62 % | |||
| Equity Positions Weight | 0.48 % | |||
| Bond Positions Weight | 86.08 % |
About Guidepath Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Guidepath Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Guidepath Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Guidepath Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis 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 various price indices. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Other Tools for Guidepath Mutual Fund
When running Guidepath Income's price analysis, check to measure Guidepath Income's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Guidepath Income is operating at the current time. Most of Guidepath Income's value examination focuses on studying past and present price action to predict the probability of Guidepath Income's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Guidepath Income's price. Additionally, you may evaluate how the addition of Guidepath Income to your portfolios can decrease your overall portfolio volatility.
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