Global Advantage Portfolio Fund Manager Performance Evaluation
| MIGIX Fund | USD 18.23 0.14 0.77% |
The fund retains a Market Volatility (i.e., Beta) of 1.27, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Global Advantage will likely underperform.
Risk-Adjusted Performance
29 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Global Advantage Portfolio are ranked lower than 29 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Global Advantage showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.0000 |
Global |
Global Advantage Relative Risk vs. Return Landscape
If you would invest 1,267 in Global Advantage Portfolio on September 3, 2024 and sell it today you would earn a total of 556.00 from holding Global Advantage Portfolio or generate 43.88% return on investment over 90 days. Global Advantage Portfolio is currently producing 0.5815% returns and takes up 1.5286% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Global, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Advantage Current Valuation
Undervalued
Today
Please note that Global Advantage's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Global Advantage Por retains a regular Real Value of $19.01 per share. The prevalent price of the fund is $18.23. We determine the value of Global Advantage Por 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 Advantage is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Advantage'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 18.23 | Real 19.01 | Hype 18.23 | Naive 18.52 |
The intrinsic value of Global Advantage'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 Advantage'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 Advantage Portfolio 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 Advantage more accurately as focusing exclusively on Global Advantage's fundamentals will not take into account other important factors: Global Advantage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Advantage's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Advantage Portfolio, and traders can use it to determine the average amount a Global Advantage'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 = 0.3804
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MIGIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.58 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.38 actual daily | 29 71% of assets perform better |
Based on monthly moving average Global Advantage is performing at about 29% 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 Global Advantage by adding it to a well-diversified portfolio.
Global Advantage Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Advantage, and Global Advantage 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 | 26.82 X | |||
| Price To Book | 5.40 X | |||
| Price To Sales | 2.39 X | |||
| Total Asset | 66.63 M | |||
About Global Advantage Performance
Evaluating Global Advantage's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Advantage 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 Advantage 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.
Under normal market conditions, the Adviser seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Net Index. Under normal market conditions, the fund typically invests at least 40 percent of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.Things to note about Global Advantage Por performance evaluation
Checking the ongoing alerts about Global Advantage for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Advantage Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Global Advantage Por maintains about 6.68% of its assets in cash |
- Analyzing Global Advantage'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 Advantage's stock is overvalued or undervalued compared to its peers.
- Examining Global Advantage'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 Advantage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Advantage's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Advantage's mutual fund. These opinions can provide insight into Global Advantage's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Advantage 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 Advantage security.
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