Gugg Actv Invmt Fund Manager Performance Evaluation
| GULDX Fund | 19.88 0.01 0.05% |
The fund retains a Market Volatility (i.e., Beta) of -0.0107, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Gugg Actv are expected to decrease at a much lower rate. During the bear market, Gugg Actv is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Gugg Actv Invmt are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Gugg Actv is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Gugg Actv Relative Risk vs. Return Landscape
If you would invest 1,971 in Gugg Actv Invmt on December 2, 2024 and sell it today you would earn a total of 17.00 from holding Gugg Actv Invmt or generate 0.86% return on investment over 90 days. Gugg Actv Invmt is currently producing 0.0141% returns and takes up 0.098% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Gugg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gugg Actv Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gugg Actv's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gugg Actv Invmt, and traders can use it to determine the average amount a Gugg Actv'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 = 0.1441
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| GULDX |
Based on monthly moving average Gugg Actv is performing at about 11% 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 Gugg Actv by adding it to a well-diversified portfolio.
Things to note about Gugg Actv Invmt performance evaluation
Checking the ongoing alerts about Gugg Actv for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gugg Actv Invmt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Gugg Actv's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Gugg Actv's mutual fund performance include:- Analyzing Gugg Actv'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 Gugg Actv's stock is overvalued or undervalued compared to its peers.
- Examining Gugg Actv'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 Gugg Actv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gugg Actv's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gugg Actv's mutual fund. These opinions can provide insight into Gugg Actv's potential for growth and whether the stock is currently undervalued or overvalued.
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