Guggenheim Diversified Income Fund Manager Performance Evaluation
| GUDAX Fund | USD 25.43 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Guggenheim Diversified are completely uncorrelated.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Guggenheim Diversified Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Guggenheim Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6000 |
GUGGENHEIM |
Guggenheim Diversified Relative Risk vs. Return Landscape
If you would invest 2,543 in Guggenheim Diversified Income on August 29, 2024 and sell it today you would earn a total of 0.00 from holding Guggenheim Diversified Income or generate 0.0% return on investment over 90 days. Guggenheim Diversified Income is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than GUGGENHEIM, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guggenheim Diversified Current Valuation
Fairly Valued
Today
Please note that Guggenheim Diversified's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Guggenheim Diversified retains a regular Real Value of $25.43 per share. The prevalent price of the fund is $25.43. We determine the value of Guggenheim Diversified 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 Guggenheim Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of GUGGENHEIM Mutual Fund. However, Guggenheim Diversified'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 25.43 | Real 25.43 | Hype 25.43 | Naive 25.43 |
The intrinsic value of Guggenheim Diversified'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 Guggenheim Diversified'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 Guggenheim Diversified Income helps investors to forecast how GUGGENHEIM 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 Guggenheim Diversified more accurately as focusing exclusively on Guggenheim Diversified's fundamentals will not take into account other important factors: Guggenheim Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guggenheim Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guggenheim Diversified Income, and traders can use it to determine the average amount a Guggenheim Diversified'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 = 0.0
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| GUDAX |
Based on monthly moving average Guggenheim Diversified 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 Guggenheim Diversified by adding Guggenheim Diversified to a well-diversified portfolio.
Guggenheim Diversified Fundamentals Growth
GUGGENHEIM Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guggenheim Diversified, and Guggenheim Diversified 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 GUGGENHEIM Mutual Fund performance.
| Total Asset | 7.21 M | |||
About Guggenheim Diversified Performance
Evaluating Guggenheim Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guggenheim Diversified 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 Guggenheim Diversified 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 Advisor intends to pursue the funds investment objective by constructing a broadly diversified global portfolio with exposure across multiple high-income asset classes that provide an opportunity for growth. The fund seeks diversification by investing primarily in asset classes that Guggenheim Partners Investment Management, LLC believes provide exposure to different geographic regions, different positions in issuers capital structures and different investment styles.Things to note about Guggenheim Diversified performance evaluation
Checking the ongoing alerts about Guggenheim Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guggenheim Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Guggenheim Diversified generated a negative expected return over the last 90 days | |
| The fund retains about 8.2% of its assets under management (AUM) in fixed income securities |
- Analyzing Guggenheim Diversified'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 Guggenheim Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Guggenheim Diversified'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 Guggenheim Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guggenheim Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guggenheim Diversified's mutual fund. These opinions can provide insight into Guggenheim Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in GUGGENHEIM Mutual Fund
Guggenheim Diversified financial ratios help investors to determine whether GUGGENHEIM 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 GUGGENHEIM with respect to the benefits of owning Guggenheim Diversified security.
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