Guardian Dividend Growth Fund Manager Performance Evaluation
| DIVGX Fund | USD 16.88 0.09 0.54% |
The fund retains a Market Volatility (i.e., Beta) of 0.58, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Guardian Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guardian Dividend 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 Guardian Dividend Growth are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Guardian Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9500 |
Guardian |
Guardian Dividend Relative Risk vs. Return Landscape
If you would invest 1,657 in Guardian Dividend Growth on September 1, 2024 and sell it today you would earn a total of 31.00 from holding Guardian Dividend Growth or generate 1.87% return on investment over 90 days. Guardian Dividend Growth is currently producing 0.0306% returns and takes up 0.5788% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Guardian, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guardian Dividend Current Valuation
Fairly Valued
Today
Please note that Guardian Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Guardian Dividend Growth retains a regular Real Value of $16.81 per share. The prevalent price of the fund is $16.88. We determine the value of Guardian Dividend 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 Guardian Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guardian Mutual Fund. However, Guardian Dividend'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 16.88 | Real 16.81 | Hype 16.88 | Naive 17.09 |
The intrinsic value of Guardian Dividend'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 Guardian Dividend'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 Guardian Dividend Growth helps investors to forecast how Guardian 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 Guardian Dividend more accurately as focusing exclusively on Guardian Dividend's fundamentals will not take into account other important factors: Guardian Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guardian Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guardian Dividend Growth, and traders can use it to determine the average amount a Guardian Dividend'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 = 0.0529
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DIVGX |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Guardian Dividend 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 Guardian Dividend by adding it to a well-diversified portfolio.
Guardian Dividend Fundamentals Growth
Guardian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guardian Dividend, and Guardian Dividend 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 Guardian Mutual Fund performance.
| Total Asset | 22.91 M | ||||
About Guardian Dividend Performance
Evaluating Guardian Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guardian Dividend 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 Guardian Dividend 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 a diversified portfolio of equity securities of both U.S. and non-U.S. companies that pay current dividends, including American Depository Receipts . Under normal market conditions, it will invest at least 80 percent of its net assets in such dividend-paying equity securities.Things to note about Guardian Dividend Growth performance evaluation
Checking the ongoing alerts about Guardian Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guardian Dividend 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 retains 99.01% of its assets under management (AUM) in equities |
- Analyzing Guardian Dividend'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 Guardian Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Guardian Dividend'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 Guardian Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guardian Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guardian Dividend's mutual fund. These opinions can provide insight into Guardian Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guardian Mutual Fund
Guardian Dividend financial ratios help investors to determine whether Guardian 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 Guardian with respect to the benefits of owning Guardian Dividend security.
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