Clough Global Allocation Fund Manager Performance Evaluation
| GLV Fund | USD 5.72 0.02 0.35% |
The fund shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Clough Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clough Global is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Clough Global Allocation are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly stable essential indicators, Clough Global is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
...more1 | Technical Data - Stock Traders Daily | 09/23/2024 |
| Expense Ratio | 2.6700 |
Clough |
Clough Global Relative Risk vs. Return Landscape
If you would invest 561.00 in Clough Global Allocation on August 24, 2024 and sell it today you would earn a total of 9.00 from holding Clough Global Allocation or generate 1.6% return on investment over 90 days. Clough Global Allocation is generating 0.0291% of daily returns assuming volatility of 0.8888% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Clough, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Clough Global Current Valuation
Fairly Valued
Today
Please note that Clough Global's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Clough Global Allocation shows a prevailing Real Value of $5.72 per share. The current price of the fund is $5.72. We determine the value of Clough Global Allocation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor buying undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will blend.
The fair value of the Clough fund is determined by what a typical buyer is willing to pay for full or partial control of Clough Global Allocation. Since Clough Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clough Fund. However, Clough Global'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 5.72 | Real 5.72 | Hype 5.7 | Naive 5.67 |
The intrinsic value of Clough Global'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 Clough Global'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 Clough Global Allocation helps investors to forecast how Clough 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 Clough Global more accurately as focusing exclusively on Clough Global's fundamentals will not take into account other important factors: Clough Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clough Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Clough Global Allocation, and traders can use it to determine the average amount a Clough Global'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 = 0.0328
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GLV |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Clough Global is performing at about 2% 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 Clough Global by adding it to a well-diversified portfolio.
Clough Global Fundamentals Growth
Clough Fund prices reflect investors' perceptions of the future prospects and financial health of Clough Global, and Clough Global 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 Clough Fund performance.
| Return On Equity | -17.42 | |||
| Return On Asset | 0.32 | |||
| Operating Margin | 30.22 % | |||
| Current Valuation | 135.85 M | |||
| Shares Outstanding | 11.24 M | |||
| Price To Earning | 3.03 X | |||
| Price To Book | 0.69 X | |||
| Price To Sales | 26.23 X | |||
| Revenue | 3.02 M | |||
| Cash And Equivalents | 3.26 M | |||
| Cash Per Share | 0.28 X | |||
| Total Debt | 63.39 M | |||
| Debt To Equity | 0.62 % | |||
| Book Value Per Share | 10.23 X | |||
| Cash Flow From Operations | (20.55 M) | |||
| Earnings Per Share | (0.77) X | |||
| Total Asset | 218.47 M | |||
| Retained Earnings | (57.83 M) | |||
About Clough Global Performance
Evaluating Clough Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clough Global 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 Clough Global 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.
Clough Global Dividend and Income Fund is a closed ended balanced mutual fund launched and managed by Clough Capital Partners L.P. The fund primarily invests in the public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified sectors. For its fixed income portion, it invests in corporate and sovereign debt. It invest in fixed income securities having a maturity ranging from 30 days to over 30 years. The fund invests in non-U.S. markets primarily through liquid securities, including depositary receipts. Its equity portion primarily invests in stocks of small-cap and mid-cap companies. The fund employs a fundamental analysis with a bottom-up stock picking approach to make its investments. It primarily employs a theme-oriented investment approach which emphasizes on industry consolidation, technological change, an emerging shortage of a product or raw material which derives from a period of under-investment, and changes in government regulation or major economic or investment cycles. The funds research process includes identifying shortages, global geographic growth opportunities, and unique global credit market opportunities. The fund was formerly known as Clough Global Allocation Fund. Clough Global Dividend and Income Fund was formed on April 27, 2004 and is domiciled in the United States.Things to note about Clough Global Allocation performance evaluation
Checking the ongoing alerts about Clough Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Clough Global Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Clough Global Allocation generated five year return of -1.0% |
- Analyzing Clough Global'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 Clough Global's stock is overvalued or undervalued compared to its peers.
- Examining Clough Global'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 Clough Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clough Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Clough Global's fund. These opinions can provide insight into Clough Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clough Fund
Clough Global financial ratios help investors to determine whether Clough 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 Clough with respect to the benefits of owning Clough Global security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |