Aggressive Allocation Fund Manager Performance Evaluation
| GGBZX Fund | USD 13.70 0.08 0.59% |
The fund shows a Beta (market volatility) of 0.7, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aggressive Allocation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aggressive Allocation is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Aggressive Allocation Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Aggressive Allocation is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.1000 |
Aggressive |
Aggressive Allocation Relative Risk vs. Return Landscape
If you would invest 1,292 in Aggressive Allocation Fund on August 31, 2024 and sell it today you would earn a total of 78.00 from holding Aggressive Allocation Fund or generate 6.04% return on investment over 90 days. Aggressive Allocation Fund is currently producing 0.0953% returns and takes up 0.6754% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Aggressive, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aggressive Allocation Current Valuation
Fairly Valued
Today
Please note that Aggressive Allocation's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aggressive Allocation shows a prevailing Real Value of $13.51 per share. The current price of the fund is $13.7. We determine the value of Aggressive Allocation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aggressive Allocation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aggressive Mutual Fund. However, Aggressive Allocation'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 13.7 | Real 13.51 | Hype 13.62 |
The intrinsic value of Aggressive Allocation'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 Aggressive Allocation'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 Aggressive Allocation Fund helps investors to forecast how Aggressive 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 Aggressive Allocation more accurately as focusing exclusively on Aggressive Allocation's fundamentals will not take into account other important factors: Aggressive Allocation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aggressive Allocation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aggressive Allocation Fund, and traders can use it to determine the average amount a Aggressive Allocation'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 = 0.1411
| Best Portfolio | Best Equity | |||
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| Cash | GGBZX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Aggressive Allocation 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 Aggressive Allocation by adding it to a well-diversified portfolio.
Aggressive Allocation Fundamentals Growth
Aggressive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aggressive Allocation, and Aggressive Allocation 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 Aggressive Mutual Fund performance.
| Price To Earning | 17.74 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.26 X | ||||
| Total Asset | 728.17 M | ||||
About Aggressive Allocation Performance
Evaluating Aggressive Allocation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aggressive Allocation 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 Aggressive Allocation 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, primarily through investments in the GuideStone Funds Select Funds, combines a greater percentage of U.S. equity securities with a smaller percentage of non-U.S. equity securities. The Adviser targets allocating 0-10 percent of the funds assets in the Fixed income select funds, 90-100 percent in the Equity select funds. The Adviser may change the allocation ranges from time to time and may add or eliminate new or existing Select Funds without shareholder approval.Things to note about Aggressive Allocation performance evaluation
Checking the ongoing alerts about Aggressive Allocation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aggressive Allocation 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 about 22.79% of its assets under management (AUM) in cash |
- Analyzing Aggressive Allocation'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 Aggressive Allocation's stock is overvalued or undervalued compared to its peers.
- Examining Aggressive Allocation'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 Aggressive Allocation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aggressive Allocation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aggressive Allocation's mutual fund. These opinions can provide insight into Aggressive Allocation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aggressive Mutual Fund
Aggressive Allocation financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Allocation security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |