Guardian Investment Grade Fund Manager Performance Evaluation
| GIGC Fund | 21.40 0.05 0.23% |
The fund retains a Market Volatility (i.e., Beta) of -0.0153, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Guardian Investment are expected to decrease at a much lower rate. During the bear market, Guardian Investment is likely to outperform the market.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Guardian Investment Grade are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Guardian Investment is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
...moreGuardian |
Guardian Investment Relative Risk vs. Return Landscape
If you would invest 2,130 in Guardian Investment Grade on August 26, 2024 and sell it today you would earn a total of 10.00 from holding Guardian Investment Grade or generate 0.47% return on investment over 90 days. Guardian Investment Grade is generating 0.0079% of daily returns and assumes 0.3168% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than Guardian, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Guardian Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guardian Investment's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Guardian Investment Grade, and traders can use it to determine the average amount a Guardian Investment'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 = 0.025
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GIGC |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 1 99% of assets perform better |
Based on monthly moving average Guardian Investment is performing at about 1% 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 Investment by adding it to a well-diversified portfolio.
Things to note about Guardian Investment Grade performance evaluation
Checking the ongoing alerts about Guardian Investment for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Guardian Investment Grade help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Guardian Investment's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Guardian Investment's fund performance include:- Analyzing Guardian Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining Guardian Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guardian Investment's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Guardian Investment's fund. These opinions can provide insight into Guardian Investment's potential for growth and whether the stock is currently undervalued or overvalued.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |