Guidemark Smallmid Cap Fund Manager Performance Evaluation
| GMSMX Fund | USD 20.05 0.09 0.45% |
The fund retains a Market Volatility (i.e., Beta) of 0.37, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Guidemark Smallmid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guidemark Smallmid is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Guidemark Smallmid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Guidemark Smallmid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1600 |
Guidemark |
Guidemark Smallmid Relative Risk vs. Return Landscape
If you would invest 2,108 in Guidemark Smallmid Cap on October 20, 2024 and sell it today you would lose (103.00) from holding Guidemark Smallmid Cap or give up 4.89% of portfolio value over 90 days. Guidemark Smallmid Cap is currently producing negative expected returns and takes up 1.6702% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Guidemark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guidemark Smallmid Current Valuation
Fairly Valued
Today
Please note that Guidemark Smallmid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Guidemark Smallmid Cap retains a regular Real Value of $20.32 per share. The prevalent price of the fund is $20.05. We determine the value of Guidemark Smallmid 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 Smallmid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guidemark Mutual Fund. However, Guidemark Smallmid'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 20.05 | Real 20.32 | Hype 20.05 |
The intrinsic value of Guidemark Smallmid'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 Smallmid'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 Smallmid Cap helps investors to forecast how Guidemark 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 Smallmid more accurately as focusing exclusively on Guidemark Smallmid's fundamentals will not take into account other important factors: Guidemark Smallmid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guidemark Smallmid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guidemark Smallmid Cap, and traders can use it to determine the average amount a Guidemark Smallmid'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 = -0.0407
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GMSMX |
Estimated Market Risk
| 1.67 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Guidemark Smallmid is not performing at its full potential. However, 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 Smallmid by adding Guidemark Smallmid to a well-diversified portfolio.
Guidemark Smallmid Fundamentals Growth
Guidemark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guidemark Smallmid, and Guidemark Smallmid 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 Mutual Fund performance.
| Price To Earning | 1.48 X | ||||
| Price To Book | 1.95 X | ||||
| Price To Sales | 0.94 X | ||||
| Total Asset | 116.63 M | ||||
About Guidemark Smallmid Performance
Evaluating Guidemark Smallmid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guidemark Smallmid 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 Smallmid 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 small-to-medium capitalization companies. The sub-advisor considers small-to-medium capitalization companies to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 2500TM Index.Things to note about Guidemark Smallmid Cap performance evaluation
Checking the ongoing alerts about Guidemark Smallmid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guidemark Smallmid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Guidemark Smallmid generated a negative expected return over the last 90 days | |
| The fund retains 98.99% of its assets under management (AUM) in equities |
- Analyzing Guidemark Smallmid'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 Smallmid's stock is overvalued or undervalued compared to its peers.
- Examining Guidemark Smallmid'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 Smallmid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guidemark Smallmid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guidemark Smallmid's mutual fund. These opinions can provide insight into Guidemark Smallmid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guidemark Mutual Fund
Guidemark Smallmid financial ratios help investors to determine whether Guidemark 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 with respect to the benefits of owning Guidemark Smallmid security.
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