Global E Portfolio Fund Manager Performance Evaluation
| MLMIX Fund | USD 21.61 0.09 0.42% |
The fund retains a Market Volatility (i.e., Beta) of 0.9, which attests to possible diversification benefits within a given portfolio. Global Core returns are very sensitive to returns on the market. As the market goes up or down, Global Core is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Global E Portfolio are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Global Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Lakshya SIP Baroda BNP Paribas Mutual Fund launches a mix of SIP, SWP plans check details for investment - Business Today | 11/14/2024 |
| Expense Ratio | 1.0000 |
Global |
Global Core Relative Risk vs. Return Landscape
If you would invest 2,047 in Global E Portfolio on August 24, 2024 and sell it today you would earn a total of 114.00 from holding Global E Portfolio or generate 5.57% return on investment over 90 days. Global E Portfolio is currently producing 0.0881% returns and takes up 0.8271% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Global, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Core Current Valuation
Undervalued
Today
Please note that Global Core's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be undervalued. Global E Portfolio retains a regular Real Value of $2.99 per share. The prevalent price of the fund is $21.61. We determine the value of Global E Portfolio 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Core'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 21.61 | Real 2.99 | Hype 0.0 | Naive 21.28 |
The intrinsic value of Global Core'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 Core'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 E 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 Core more accurately as focusing exclusively on Global Core's fundamentals will not take into account other important factors: Global Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global E Portfolio, and traders can use it to determine the average amount a Global Core'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 = 0.1065
| Best Portfolio | Best Equity | |||
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| Cash | MLMIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Global Core is performing at about 8% 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 Core by adding it to a well-diversified portfolio.
Global Core Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Core, and Global Core 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.
| Total Asset | 23.6 M | |||
About Global Core Performance
Evaluating Global Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Core 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 Core 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 Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.Things to note about Global E Portfolio performance evaluation
Checking the ongoing alerts about Global Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global E Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Lakshya SIP Baroda BNP Paribas Mutual Fund launches a mix of SIP, SWP plans check details for investment - Business Today | |
| The fund maintains 98.64% of its assets in stocks |
- Analyzing Global Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Global Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Core's mutual fund. These opinions can provide insight into Global Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Core 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 Core security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |