Green Century Equity Fund Manager Performance Evaluation
| GCEUX Fund | USD 93.72 0.52 0.56% |
The fund retains a Market Volatility (i.e., Beta) of 0.85, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Green Century's returns are expected to increase less than the market. However, during the bear market, the loss of holding Green Century is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Green Century Equity are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Green Century may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of November 2022 | |
| Expense Ratio | 0.9000 |
Green |
Green Century Relative Risk vs. Return Landscape
If you would invest 8,525 in Green Century Equity on September 1, 2024 and sell it today you would earn a total of 847.00 from holding Green Century Equity or generate 9.94% return on investment over 90 days. Green Century Equity is currently producing 0.1511% returns and takes up 0.7778% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Green, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Green Century Current Valuation
Overvalued
Today
Please note that Green Century's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Green Century Equity retains a regular Real Value of $85.75 per share. The prevalent price of the fund is $93.72. We determine the value of Green Century Equity 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 Green Century is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Green Mutual Fund. However, Green Century'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 93.72 | Real 85.75 | Hype 93.72 | Naive 93.61 |
The intrinsic value of Green Century'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 Green Century'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 Green Century Equity helps investors to forecast how Green 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 Green Century more accurately as focusing exclusively on Green Century's fundamentals will not take into account other important factors: Green Century Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Green Century's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Green Century Equity, and traders can use it to determine the average amount a Green Century'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 = 0.1942
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | GCEUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Green Century is performing at about 15% 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 Green Century by adding it to a well-diversified portfolio.
Green Century Fundamentals Growth
Green Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Green Century, and Green Century 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 Green Mutual Fund performance.
| Total Asset | 235.47 M | ||||
About Green Century Performance
Evaluating Green Century's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Green Century 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 Green Century 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 substantially all of its assets in the common stocks which make up the underlying index. The underlying index is comprised of the common stocks of the approximately 400 companies in the MSCI KLD 400 Social Index, minus the stocks of the companies that explore for, extract, produce, manufacture or refine coal, oil or gas produce or transmit electricity derived from fossil fuels or transmit natural gas or have carbon reserves.Things to note about Green Century Equity performance evaluation
Checking the ongoing alerts about Green Century for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Green Century Equity 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 99.68% of its assets under management (AUM) in equities |
- Analyzing Green Century'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 Green Century's stock is overvalued or undervalued compared to its peers.
- Examining Green Century'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 Green Century's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Green Century's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Green Century's mutual fund. These opinions can provide insight into Green Century's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Green Mutual Fund
Green Century financial ratios help investors to determine whether Green 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 Green with respect to the benefits of owning Green Century security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |