Power Global Tactical Fund Manager Performance Evaluation
| GTAAX Fund | USD 11.20 0.02 0.18% |
The fund holds a Beta of 0.41, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Power Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Power Global is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Power Global Tactical are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Power 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 Date | 28th of October 2022 | |
| Expense Ratio | 1.8400 |
Power |
Power Global Relative Risk vs. Return Landscape
If you would invest 1,074 in Power Global Tactical on August 31, 2024 and sell it today you would earn a total of 46.00 from holding Power Global Tactical or generate 4.28% return on investment over 90 days. Power Global Tactical is currently producing 0.0672% returns and takes up 0.3415% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Power, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Power Global Current Valuation
Fairly Valued
Today
Please note that Power Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Power Global Tactical holds a recent Real Value of $11.13 per share. The prevailing price of the fund is $11.2. We determine the value of Power Global Tactical from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Power Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Power Mutual Fund. However, Power 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 11.2 | Real 11.13 | Hype 11.2 |
The intrinsic value of Power 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 Power 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 Power Global Tactical helps investors to forecast how Power 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 Power Global more accurately as focusing exclusively on Power Global's fundamentals will not take into account other important factors: Power Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Power Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Power Global Tactical, and traders can use it to determine the average amount a Power 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 = 0.1967
| Best Portfolio | Best Equity | |||
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| Cash | GTAAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Power Global is performing at about 15% 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 Power Global by adding it to a well-diversified portfolio.
Power Global Fundamentals Growth
Power Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Power Global, and Power 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 Power Mutual Fund performance.
| Price To Earning | 15.00 X | |||
| Price To Book | 1.87 X | |||
| Price To Sales | 1.37 X | |||
| Total Asset | 8.18 M | |||
About Power Global Performance
Evaluating Power Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Power 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 Power 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 funds adviser seeks to achieve the funds investment objective by investing in exchange-traded funds and exchange-traded notes , listed on U.S. exchanges, and mutual funds that represent three major asset classes equities, fixed income, and alternative investments. The adviser may engage in frequent trading of securities in managing the funds portfolio, resulting in a higher portfolio turnover.Things to note about Power Global Tactical performance evaluation
Checking the ongoing alerts about Power Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Power Global Tactical 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 about 19.29% of its assets under management (AUM) in fixed income securities |
- Analyzing Power 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 Power Global's stock is overvalued or undervalued compared to its peers.
- Examining Power 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 Power Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Power Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Power Global's mutual fund. These opinions can provide insight into Power Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Power Mutual Fund
Power Global financial ratios help investors to determine whether Power 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 Power with respect to the benefits of owning Power Global security.
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