Gamco Global Opportunity Fund Manager Performance Evaluation
| GOCAX Fund | USD 11.92 0.10 0.85% |
The fund retains a Market Volatility (i.e., Beta) of 0.32, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Gamco Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gamco Global is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Gamco Global Opportunity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Gamco Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9300 |
Gamco |
Gamco Global Relative Risk vs. Return Landscape
If you would invest 1,250 in Gamco Global Opportunity on September 1, 2024 and sell it today you would lose (58.00) from holding Gamco Global Opportunity or give up 4.64% of portfolio value over 90 days. Gamco Global Opportunity is currently producing negative expected returns and takes up 0.791% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Gamco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gamco Global Current Valuation
Fairly Valued
Today
Please note that Gamco Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gamco Global Opportunity retains a regular Real Value of $12.02 per share. The prevalent price of the fund is $11.92. We determine the value of Gamco Global Opportunity 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 Gamco Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gamco Mutual Fund. However, Gamco 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 11.92 | Real 12.02 | Hype 11.92 | Naive 12.14 |
The intrinsic value of Gamco 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 Gamco 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 Gamco Global Opportunity helps investors to forecast how Gamco 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 Gamco Global more accurately as focusing exclusively on Gamco Global's fundamentals will not take into account other important factors: Gamco Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gamco Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gamco Global Opportunity, and traders can use it to determine the average amount a Gamco 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 = -0.0899
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| Negative Returns | GOCAX |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gamco Global 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 Gamco Global by adding Gamco Global to a well-diversified portfolio.
Gamco Global Fundamentals Growth
Gamco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gamco Global, and Gamco 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 Gamco Mutual Fund performance.
| Price To Earning | 21.35 X | ||||
| Price To Book | 2.79 X | ||||
| Price To Sales | 1.78 X | ||||
| Total Asset | 6.27 M | ||||
About Gamco Global Performance
Evaluating Gamco Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gamco 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 Gamco 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.
The fund will invest primarily in a portfolio of common stocks of non-U.S. companies. It will invest at least 80 percent of its net assets in the stocks of small cap companies. The Adviser currently characterizes small capitalization companies as those with total common stock market values of 3 billion or less at the time of investment. The fund may invest in non-U.S. markets throughout the world, including emerging markets. The fund is non-diversified.Things to note about Gamco Global Opportunity performance evaluation
Checking the ongoing alerts about Gamco Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gamco Global Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gamco Global generated a negative expected return over the last 90 days | |
| The fund generated three year return of -9.0% | |
| Gamco Global Opportunity retains about 7.8% of its assets under management (AUM) in cash |
- Analyzing Gamco 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 Gamco Global's stock is overvalued or undervalued compared to its peers.
- Examining Gamco 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 Gamco Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gamco Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gamco Global's mutual fund. These opinions can provide insight into Gamco Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gamco Mutual Fund
Gamco Global financial ratios help investors to determine whether Gamco 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 Gamco with respect to the benefits of owning Gamco Global security.
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