Gateway Equity Call Fund Manager Performance Evaluation
| GCPAX Fund | USD 20.04 0.06 0.30% |
The fund retains a Market Volatility (i.e., Beta) of 0.55, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Gateway Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gateway Equity is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Gateway Equity Call are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Gateway Equity 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 May 2023 | |
| Expense Ratio | 0.9300 |
Gateway |
Gateway Equity Relative Risk vs. Return Landscape
If you would invest 1,908 in Gateway Equity Call on August 26, 2024 and sell it today you would earn a total of 96.00 from holding Gateway Equity Call or generate 5.03% return on investment over 90 days. Gateway Equity Call is currently producing 0.0768% returns and takes up 0.5118% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Gateway, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gateway Equity Current Valuation
Fairly Valued
Today
Please note that Gateway Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gateway Equity Call retains a regular Real Value of $19.86 per share. The prevalent price of the fund is $20.04. We determine the value of Gateway Equity Call 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 Gateway Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gateway Mutual Fund. However, Gateway Equity'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 20.04 | Real 19.86 | Hype 20.04 | Naive 19.91 |
The intrinsic value of Gateway Equity'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 Gateway Equity'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 Gateway Equity Call helps investors to forecast how Gateway 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 Gateway Equity more accurately as focusing exclusively on Gateway Equity's fundamentals will not take into account other important factors: Gateway Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gateway Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gateway Equity Call, and traders can use it to determine the average amount a Gateway Equity'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 = 0.1502
| Best Portfolio | Best Equity | |||
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| Cash | GCPAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Gateway Equity is performing at about 11% 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 Gateway Equity by adding it to a well-diversified portfolio.
Gateway Equity Fundamentals Growth
Gateway Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gateway Equity, and Gateway Equity 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 Gateway Mutual Fund performance.
| Price To Earning | 18.22 X | ||||
| Price To Book | 2.60 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 2.01 M | ||||
About Gateway Equity Performance
Evaluating Gateway Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gateway Equity 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 Gateway Equity 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities. It ordinarily invests in a broadly diversified equity portfolio, while also writing index call options with an aggregate notional value approximately equal to the market value of the equity portfolio. The fund may also invest in affiliated and unaffiliated mutual funds and exchange-traded funds, to the extent permitted by the Investment Company Act of 1940.Things to note about Gateway Equity Call performance evaluation
Checking the ongoing alerts about Gateway Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gateway Equity Call 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 99.29% of its assets under management (AUM) in equities |
- Analyzing Gateway Equity'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 Gateway Equity's stock is overvalued or undervalued compared to its peers.
- Examining Gateway Equity'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 Gateway Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gateway Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gateway Equity's mutual fund. These opinions can provide insight into Gateway Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gateway Mutual Fund
Gateway Equity financial ratios help investors to determine whether Gateway 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 Gateway with respect to the benefits of owning Gateway Equity security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |