Global Growth Fund Manager Performance Evaluation
| AGGIX Fund | USD 13.23 0.15 1.15% |
The fund retains a Market Volatility (i.e., Beta) of 0.69, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Global Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Growth is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Global Growth Fund are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Global Growth 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 | 1st of April 2023 | |
| Expense Ratio | 0.8900 |
Global |
Global Growth Relative Risk vs. Return Landscape
If you would invest 1,291 in Global Growth Fund on September 12, 2024 and sell it today you would earn a total of 32.00 from holding Global Growth Fund or generate 2.48% return on investment over 90 days. Global Growth Fund is currently producing 0.0408% returns and takes up 0.7136% volatility of returns over 90 trading days. Put another way, 6% 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 Growth Current Valuation
Fairly Valued
Today
Please note that Global Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Global Growth retains a regular Real Value of $13.18 per share. The prevalent price of the fund is $13.23. We determine the value of Global Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Growth'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 13.23 | Real 13.18 | Hype 13.23 | Naive 13.3 |
The intrinsic value of Global Growth'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 Growth'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 Growth Fund 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 Growth more accurately as focusing exclusively on Global Growth's fundamentals will not take into account other important factors: Global Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Growth Fund, and traders can use it to determine the average amount a Global Growth'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 = 0.0571
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AGGIX |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Global Growth is performing at about 4% 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 Global Growth by adding it to a well-diversified portfolio.
Global Growth Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Growth, and Global Growth 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 | 22.14 X | |||
| Price To Book | 2.85 X | |||
| Price To Sales | 1.99 X | |||
| Total Asset | 81.02 M | |||
About Global Growth Performance
Evaluating Global Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Growth 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 Growth 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 invests primarily in companies located in developed countries world-wide . Under normal market conditions, the funds portfolio managers seek securities of companies whose earnings, revenues or key business fundamentals are not only growing, but growing at an accelerating pace.Things to note about Global Growth performance evaluation
Checking the ongoing alerts about Global Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.2% of its assets under management (AUM) in equities |
- Analyzing Global Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Global Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Growth's mutual fund. These opinions can provide insight into Global Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Growth financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Growth security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |