Guidemark Large Cap Fund Manager Performance Evaluation
| GMLGX Fund | USD 35.22 0.18 0.51% |
The fund retains a Market Volatility (i.e., Beta) of 0.93, which attests to possible diversification benefits within a given portfolio. Guidemark(r) Large returns are very sensitive to returns on the market. As the market goes up or down, Guidemark(r) Large is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Guidemark Large Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Guidemark(r) Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8900 |
Guidemark(r) |
Guidemark(r) Large Relative Risk vs. Return Landscape
If you would invest 3,191 in Guidemark Large Cap on September 2, 2024 and sell it today you would earn a total of 331.00 from holding Guidemark Large Cap or generate 10.37% return on investment over 90 days. Guidemark Large Cap is currently producing 0.1572% returns and takes up 0.7687% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Guidemark(r), and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guidemark(r) Large Current Valuation
Fairly Valued
Today
Please note that Guidemark(r) Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Guidemark Large Cap retains a regular Real Value of $34.71 per share. The prevalent price of the fund is $35.22. We determine the value of Guidemark Large Cap 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 Guidemark(r) Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guidemark(r) Mutual Fund. However, Guidemark(r) Large'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 35.22 | Real 34.71 | Hype 35.22 | Naive 35.29 |
The intrinsic value of Guidemark(r) Large'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 Guidemark(r) Large'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 Guidemark Large Cap helps investors to forecast how Guidemark(r) 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 Guidemark(r) Large more accurately as focusing exclusively on Guidemark(r) Large's fundamentals will not take into account other important factors: Guidemark(r) Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guidemark(r) Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guidemark Large Cap, and traders can use it to determine the average amount a Guidemark(r) Large'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 = 0.2045
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | GMLGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average Guidemark(r) Large is performing at about 16% 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 Guidemark(r) Large by adding it to a well-diversified portfolio.
Guidemark(r) Large Fundamentals Growth
Guidemark(r) Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guidemark(r) Large, and Guidemark(r) Large 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 Guidemark(r) Mutual Fund performance.
| Price To Earning | 2.49 X | ||||
| Price To Book | 2.46 X | ||||
| Price To Sales | 1.28 X | ||||
| Total Asset | 438.85 M | ||||
About Guidemark(r) Large Performance
Evaluating Guidemark(r) Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guidemark(r) Large 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 Guidemark(r) Large 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 invests at least 80 percent of its assets in the securities of large capitalization companies. The sub-advisor considers large capitalization companies to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 1000 Index. It also may invest in derivatives such as futures, forwards and other similar instruments in order to equitize cash balances by gaining exposure to relevant equity markets.Things to note about Guidemark Large Cap performance evaluation
Checking the ongoing alerts about Guidemark(r) Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guidemark Large Cap 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 99.23% of its assets under management (AUM) in equities |
- Analyzing Guidemark(r) Large'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 Guidemark(r) Large's stock is overvalued or undervalued compared to its peers.
- Examining Guidemark(r) Large'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 Guidemark(r) Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guidemark(r) Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guidemark(r) Large's mutual fund. These opinions can provide insight into Guidemark(r) Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guidemark(r) Mutual Fund
Guidemark(r) Large financial ratios help investors to determine whether Guidemark(r) 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 Guidemark(r) with respect to the benefits of owning Guidemark(r) Large security.
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