Global Equity Fund Manager Performance Evaluation
| JGEFX Fund | USD 13.30 0.05 0.37% |
The fund retains a Market Volatility (i.e., Beta) of 0.89, which attests to possible diversification benefits within a given portfolio. Global Equity returns are very sensitive to returns on the market. As the market goes up or down, Global Equity is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Global Equity Fund are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Global Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt. - Barrons | 11/17/2025 |
| Expense Ratio Date | 1st of January 2026 | |
| Expense Ratio | 0.9900 |
Global |
Global Equity Relative Risk vs. Return Landscape
If you would invest 1,136 in Global Equity Fund on November 3, 2025 and sell it today you would earn a total of 194.00 from holding Global Equity Fund or generate 17.08% return on investment over 90 days. Global Equity Fund is currently producing 0.2621% returns and takes up 1.2517% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Global, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Equity Current Valuation
Undervalued
Today
Please note that Global Equity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Global Equity retains a regular Real Value of $14.18 per share. The prevalent price of the fund is $13.3. We determine the value of Global Equity 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 Global Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Equity'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 13.3 | Real 14.18 | Hype 13.3 | Naive 13.45 |
The intrinsic value of Global Equity'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 Global Equity'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 Global Equity Fund helps investors to forecast how Global 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 Global Equity more accurately as focusing exclusively on Global Equity's fundamentals will not take into account other important factors: Global Equity Target Price Odds to finish over Current Price
The tendency of Global 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 |
| 13.30 | 90 days | 13.30 | about 7.78 |
Based on a normal probability distribution, the odds of Global Equity to move above the current price in 90 days from now is about 7.78 (This Global Equity Fund probability density function shows the probability of Global Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Global Equity has a beta of 0.89. This indicates Global Equity Fund market returns are sensitive to returns on the market. As the market goes up or down, Global Equity is expected to follow. Additionally Global Equity Fund has an alpha of 0.1853, implying that it can generate a 0.19 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Global Equity Price Density |
| Price |
Predictive Modules for Global Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Global Equity. 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.Global Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Global Equity is not an exception. The market had few large corrections towards the Global Equity'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 Global Equity Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Global Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.19 | |
β | Beta against Dow Jones | 0.89 | |
σ | Overall volatility | 0.81 | |
Ir | Information ratio | 0.15 |
Global Equity 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 Global Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Global Equity 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 98.6% of its assets under management (AUM) in equities |
Global Equity Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Equity, and Global Equity 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 Global Mutual Fund performance.
| Price To Earning | 15.37 X | ||||
| Price To Book | 2.14 X | ||||
| Price To Sales | 1.50 X | ||||
| Total Asset | 194.83 M | ||||
About Global Equity Performance
Evaluating Global Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Equity 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 Global Equity 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 seeks to generate capital appreciation by investing at least 80 percent of net assets in a diversified portfolio of equity securities. Under normal market conditions, at least 40 percent of the value of the funds net assets will be invested in securities of issuers domiciled outside of the United States. Equity securities include common and preferred stocks and their equivalents, including depositary receipts, warrants, rights, and convertible securities. It may invest in securities of any market-capitalization.Things to note about Global Equity performance evaluation
Checking the ongoing alerts about Global Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Equity 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 98.6% of its assets under management (AUM) in equities |
- Analyzing Global Equity'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 Global Equity's stock is overvalued or undervalued compared to its peers.
- Examining Global Equity'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 Global Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Equity's mutual fund. These opinions can provide insight into Global Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Equity financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Equity security.
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