Gotham Absolute Return Fund Manager Performance Evaluation
| GARIX Fund | USD 20.44 0.07 0.34% |
The fund retains a Market Volatility (i.e., Beta) of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Gotham Absolute's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gotham Absolute is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Gotham Absolute Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.5000 |
Gotham |
Gotham Absolute Relative Risk vs. Return Landscape
If you would invest 2,404 in Gotham Absolute Return on November 19, 2024 and sell it today you would lose (360.00) from holding Gotham Absolute Return or give up 14.98% of portfolio value over 90 days. Gotham Absolute Return is currently producing negative expected returns and takes up 2.2588% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Gotham, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gotham Absolute Current Valuation
Fairly Valued
Today
Please note that Gotham Absolute's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gotham Absolute Return retains a regular Real Value of $20.85 per share. The prevalent price of the fund is $20.44. We determine the value of Gotham Absolute Return 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 Gotham Absolute is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gotham Mutual Fund. However, Gotham Absolute'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 20.44 | Real 20.85 | Hype 20.44 | Naive 19.92 |
The intrinsic value of Gotham Absolute'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 Gotham Absolute'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 Gotham Absolute Return helps investors to forecast how Gotham 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 Gotham Absolute more accurately as focusing exclusively on Gotham Absolute's fundamentals will not take into account other important factors: Gotham Absolute Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gotham Absolute's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gotham Absolute Return, and traders can use it to determine the average amount a Gotham Absolute'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 = -0.1071
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GARIX |
Estimated Market Risk
| 2.26 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gotham Absolute 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 Gotham Absolute by adding Gotham Absolute to a well-diversified portfolio.
Gotham Absolute Fundamentals Growth
Gotham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gotham Absolute, and Gotham Absolute 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 Gotham Mutual Fund performance.
| Price To Earning | 15.48 X | ||||
| Price To Book | 2.54 X | ||||
| Price To Sales | 0.92 X | ||||
About Gotham Absolute Performance
Evaluating Gotham Absolute's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gotham Absolute 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 Gotham Absolute 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 seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities, primarily companies traded on U.S. markets. It generally takes long positions in securities that the Adviser believes to be undervalued and short positions in securities that the Adviser believes to be overvalued, based on the Advisers analysis of the issuers financial reports and market valuation.Things to note about Gotham Absolute Return performance evaluation
Checking the ongoing alerts about Gotham Absolute for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gotham Absolute Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gotham Absolute generated a negative expected return over the last 90 days | |
| The fund retains 91.62% of its assets under management (AUM) in equities |
- Analyzing Gotham Absolute'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 Gotham Absolute's stock is overvalued or undervalued compared to its peers.
- Examining Gotham Absolute'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 Gotham Absolute's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gotham Absolute's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gotham Absolute's mutual fund. These opinions can provide insight into Gotham Absolute's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gotham Mutual Fund
Gotham Absolute financial ratios help investors to determine whether Gotham 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 Gotham with respect to the benefits of owning Gotham Absolute security.
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