Global Stock Fund Manager Performance Evaluation
| DGLAX Fund | USD 17.07 0.13 0.77% |
The fund retains a Market Volatility (i.e., Beta) of -0.0723, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Global Stock are expected to decrease at a much lower rate. During the bear market, Global Stock is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Global Stock Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Global Stock showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of March 2025 | |
| Expense Ratio | 1.2200 |
Global |
Global Stock Relative Risk vs. Return Landscape
If you would invest 1,174 in Global Stock Fund on November 6, 2025 and sell it today you would earn a total of 533.00 from holding Global Stock Fund or generate 45.4% return on investment over 90 days. Global Stock Fund is currently producing 0.7251% returns and takes up 5.0061% volatility of returns over 90 trading days. Put another way, 44% of traded mutual funds are less volatile than Global, and 86% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Stock Current Valuation
Overvalued
Today
Please note that Global Stock's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be overvalued. Global Stock retains a regular Real Value of $15.14 per share. The prevalent price of the fund is $17.07. We determine the value of Global Stock 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 Stock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Stock'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 17.07 | Real 15.14 | Hype 17.07 | Naive 18.22 |
The intrinsic value of Global Stock'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 Stock'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 Stock 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 Stock more accurately as focusing exclusively on Global Stock's fundamentals will not take into account other important factors: Global Stock Target Price Odds to finish over Current Price
The tendency of Global Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.07 | 90 days | 17.07 | about 15.68 |
Based on a normal probability distribution, the odds of Global Stock to move above the current price in 90 days from now is about 15.68 (This Global Stock Fund probability density function shows the probability of Global Mutual Fund to fall within a particular range of prices over 90 days) .
Global Stock Price Density |
| Price |
Predictive Modules for Global Stock
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Global Stock. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Global Stock Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Global Stock is not an exception. The market had few large corrections towards the Global Stock's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Global Stock Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Global Stock within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.61 | |
β | Beta against Dow Jones | -0.07 | |
σ | Overall volatility | 2.58 | |
Ir | Information ratio | 0.12 |
Global Stock Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Global Stock for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Global Stock can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Global Stock is way too risky over 90 days horizon | |
| Global Stock appears to be risky and price may revert if volatility continues | |
| The fund retains 99.69% of its assets under management (AUM) in equities |
Global Stock Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Stock, and Global Stock 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 | 18.91 X | ||||
| Price To Book | 2.80 X | ||||
| Price To Sales | 2.28 X | ||||
| Total Asset | 26.13 M | ||||
About Global Stock Performance
Evaluating Global Stock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Stock 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 Stock 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.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in stocks. The funds investments will be focused on companies located in the developed markets. Examples of developed markets are the United States, Canada, Japan, Australia, Hong Kong and Western Europe. It may invest in the securities of companies of any market capitalization. The funds sub-adviser, Walter Scott Partners Limited , seeks investment opportunities in companies with fundamental strengths that indicate the potential for sustainable long-term growth.Things to note about Global Stock performance evaluation
Checking the ongoing alerts about Global Stock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Global Stock is way too risky over 90 days horizon | |
| Global Stock appears to be risky and price may revert if volatility continues | |
| The fund retains 99.69% of its assets under management (AUM) in equities |
- Analyzing Global Stock'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 Stock's stock is overvalued or undervalued compared to its peers.
- Examining Global Stock'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 Stock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Stock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Stock's mutual fund. These opinions can provide insight into Global Stock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Stock 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 Stock security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |