Guggenheim Risk Managed Fund Manager Performance Evaluation
| GURCX Fund | USD 33.11 0.09 0.27% |
The fund retains a Market Volatility (i.e., Beta) of -0.0158, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Guggenheim Risk are expected to decrease at a much lower rate. During the bear market, Guggenheim Risk is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Guggenheim Risk Managed are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Guggenheim Risk is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
2 | When Your Private Fund Turns 1 Into 60 Cents - The Wall Street Journal | 12/19/2025 |
| Expense Ratio Date | 26th of May 2023 | |
| Expense Ratio | 2.6400 |
Guggenheim |
Guggenheim Risk Relative Risk vs. Return Landscape
If you would invest 3,150 in Guggenheim Risk Managed on November 13, 2025 and sell it today you would earn a total of 161.00 from holding Guggenheim Risk Managed or generate 5.11% return on investment over 90 days. Guggenheim Risk Managed is currently producing 0.0853% returns and takes up 0.6667% volatility of returns over 90 trading days. Put another way, 5% 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 Risk Current Valuation
Overvalued
Today
Please note that Guggenheim Risk's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Guggenheim Risk Managed retains a regular Real Value of $31.72 per share. The prevalent price of the fund is $33.11. We determine the value of Guggenheim Risk Managed 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 Risk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guggenheim Mutual Fund. However, Guggenheim Risk'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 33.11 | Real 31.72 | Hype 33.11 |
The intrinsic value of Guggenheim Risk'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 Risk'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 Risk Managed 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 Risk more accurately as focusing exclusively on Guggenheim Risk's fundamentals will not take into account other important factors: Guggenheim Risk Target Price Odds to finish over Current Price
The tendency of Guggenheim Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 33.11 | 90 days | 33.11 | near 1 |
Based on a normal probability distribution, the odds of Guggenheim Risk to move above the current price in 90 days from now is near 1 (This Guggenheim Risk Managed probability density function shows the probability of Guggenheim Mutual Fund to fall within a particular range of prices over 90 days) .
Guggenheim Risk Price Density |
| Price |
Predictive Modules for Guggenheim Risk
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Guggenheim Risk Managed. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Guggenheim Risk's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Guggenheim Risk Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Guggenheim Risk is not an exception. The market had few large corrections towards the Guggenheim Risk's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Guggenheim Risk Managed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Guggenheim Risk within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | -0.02 | |
σ | Overall volatility | 0.43 | |
Ir | Information ratio | -0.02 |
Guggenheim Risk Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Guggenheim Risk for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Guggenheim Risk Managed can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 16.48% of its assets under management (AUM) in cash |
Guggenheim Risk Fundamentals Growth
Guggenheim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guggenheim Risk, and Guggenheim Risk 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.
| Price To Earning | 34.01 X | ||||
| Price To Book | 2.65 X | ||||
| Price To Sales | 6.76 X | ||||
| Total Asset | 4.97 M | ||||
About Guggenheim Risk Performance
Evaluating Guggenheim Risk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guggenheim Risk 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 Risk 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 pursues its investment objective by investing, under normal circumstances, at least 80 percent of its assets in long and short equity securities of issuers primarily engaged in the real estate industry, such as real estate investment trusts and equity-like securities, including individual securities, exchange-traded funds and derivatives, giving exposure to issuers primarily engaged in the real estate industry.Things to note about Guggenheim Risk Managed performance evaluation
Checking the ongoing alerts about Guggenheim Risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guggenheim Risk Managed 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 16.48% of its assets under management (AUM) in cash |
- Analyzing Guggenheim Risk'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 Risk's stock is overvalued or undervalued compared to its peers.
- Examining Guggenheim Risk'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 Risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guggenheim Risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guggenheim Risk's mutual fund. These opinions can provide insight into Guggenheim Risk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Risk 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 Risk security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |