Guggenheim Active Allocation Stock Performance
| GUG Stock | USD 15.72 0.15 0.96% |
Guggenheim Active has a performance score of 2 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.36, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Guggenheim Active's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guggenheim Active is expected to be smaller as well. Guggenheim Active right now retains a risk of 0.83%. Please check out Guggenheim Active jensen alpha, semi variance, day typical price, as well as the relationship between the maximum drawdown and accumulation distribution , to decide if Guggenheim Active will be following its current trending patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Guggenheim Active Allocation are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable basic indicators, Guggenheim Active is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 0.97 | Five Day Return (0.32) | Year To Date Return 6.35 | Ten Year Return (22.15) | All Time Return (22.15) |
Forward Dividend Yield 0.1101 | Forward Dividend Rate 1.43 | Ex Dividend Date 2023-10-12 |
1 | Investment Analysis and Advice - Stock Traders Daily | 09/19/2024 |
2 | Disposition of tradable shares by Stone Bryan of Guggenheim Active subject to Rule 16b-3 | 09/26/2024 |
| Guggenheim Active dividend paid on 30th of September 2024 | 09/30/2024 |
3 | Disposition of 500 shares by Barnes Randall C of Guggenheim Active at 16.45 subject to Rule 16b-3 | 10/03/2024 |
4 | Acquisition by Toupin Ronald E Jr of 202 shares of Guggenheim Active at 14.1 subject to Rule 16b-3 | 10/24/2024 |
| Guggenheim Active dividend paid on 31st of October 2024 | 10/31/2024 |
5 | Pivots Trading Plans and Risk Controls - Stock Traders Daily | 11/12/2024 |
| Price Earnings Ratio | 7.3791 |
Guggenheim |
Guggenheim Active Relative Risk vs. Return Landscape
If you would invest 1,548 in Guggenheim Active Allocation on August 31, 2024 and sell it today you would earn a total of 24.00 from holding Guggenheim Active Allocation or generate 1.55% return on investment over 90 days. Guggenheim Active Allocation is generating 0.0274% of daily returns assuming volatility of 0.8316% on return distribution over 90 days investment horizon. In other words, 7% of stocks are less volatile than Guggenheim, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Guggenheim Active Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guggenheim Active's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Guggenheim Active Allocation, and traders can use it to determine the average amount a Guggenheim Active'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 = 0.033
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| Negative Returns | GUG |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Guggenheim Active is performing at about 2% 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 Guggenheim Active by adding it to a well-diversified portfolio.
Guggenheim Active Fundamentals Growth
Guggenheim Stock prices reflect investors' perceptions of the future prospects and financial health of Guggenheim Active, and Guggenheim Active 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 Stock performance.
| Shares Outstanding | 32.98 M | ||||
| Price To Book | 0.94 X | ||||
| Price To Sales | 7.32 X | ||||
| Total Debt | 166.42 M | ||||
| Earnings Per Share | 2.11 X | ||||
| Market Capitalization | 513.5 M | ||||
| Total Asset | 730.57 M | ||||
| Retained Earnings | (88.33 M) | ||||
About Guggenheim Active Performance
By analyzing Guggenheim Active's fundamental ratios, stakeholders can gain valuable insights into Guggenheim Active's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Guggenheim Active 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 Active has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.10 | |
| Return On Capital Employed | 0.09 | 0.10 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.13 | 0.13 |
Things to note about Guggenheim Active performance evaluation
Checking the ongoing alerts about Guggenheim Active for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Guggenheim Active help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Guggenheim Active is unlikely to experience financial distress in the next 2 years | |
| Guggenheim Active has a strong financial position based on the latest SEC filings | |
| On 31st of October 2024 Guggenheim Active paid $ 0.1188 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Pivots Trading Plans and Risk Controls - Stock Traders Daily |
- Analyzing Guggenheim Active'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 Active's stock is overvalued or undervalued compared to its peers.
- Examining Guggenheim Active'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 Active's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guggenheim Active's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Guggenheim Active's stock. These opinions can provide insight into Guggenheim Active's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Guggenheim Stock analysis
When running Guggenheim Active's price analysis, check to measure Guggenheim Active's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Guggenheim Active is operating at the current time. Most of Guggenheim Active's value examination focuses on studying past and present price action to predict the probability of Guggenheim Active's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Guggenheim Active's price. Additionally, you may evaluate how the addition of Guggenheim Active to your portfolios can decrease your overall portfolio volatility.
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