Great West Goldman Sachs Fund Manager Performance Evaluation
| MXKJX Fund | USD 9.89 0.05 0.51% |
The fund retains a Market Volatility (i.e., Beta) of -0.0077, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Great-west Goldman are expected to decrease at a much lower rate. During the bear market, Great-west Goldman is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Great West Goldman Sachs are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking indicators, Great-west Goldman is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8000 |
Great-west |
Great-west Goldman Relative Risk vs. Return Landscape
If you would invest 943.00 in Great West Goldman Sachs on August 24, 2024 and sell it today you would earn a total of 46.00 from holding Great West Goldman Sachs or generate 4.88% return on investment over 90 days. Great West Goldman Sachs is currently producing 0.0784% returns and takes up 0.7459% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Great-west, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Great-west Goldman Current Valuation
Overvalued
Today
Please note that Great-west Goldman's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Great West Goldman retains a regular Real Value of $9.48 per share. The prevalent price of the fund is $9.89. We determine the value of Great West Goldman 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 Great-west Goldman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Great-west Mutual Fund. However, Great-west Goldman'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 9.89 | Real 9.48 | Hype 9.89 | Naive 9.82 |
The intrinsic value of Great-west Goldman'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 Great-west Goldman'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 Great West Goldman Sachs helps investors to forecast how Great-west 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 Great-west Goldman more accurately as focusing exclusively on Great-west Goldman's fundamentals will not take into account other important factors: Great-west Goldman Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Great-west Goldman's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Great West Goldman Sachs, and traders can use it to determine the average amount a Great-west Goldman'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 = 0.1051
| Best Portfolio | Best Equity | |||
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| Cash | MXKJX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 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 Great-west Goldman 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 Great-west Goldman by adding it to a well-diversified portfolio.
Great-west Goldman Fundamentals Growth
Great-west Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Great-west Goldman, and Great-west Goldman 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 Great-west Mutual Fund performance.
| Total Asset | 615.15 M | ||||
About Great-west Goldman Performance
Evaluating Great-west Goldman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Great-west Goldman 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 Great-west Goldman 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 will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of U.S. mid-capitalization companies, including foreign issuers that are traded in the U.S. For purposes of the 80 percent policy, the adviser considers mid cap companies to be those whose market capitalization falls within the range of the Russell Midcap Value Index at the time of initial purchase.Things to note about Great West Goldman performance evaluation
Checking the ongoing alerts about Great-west Goldman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Great West Goldman help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of its assets in stocks |
- Analyzing Great-west Goldman'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 Great-west Goldman's stock is overvalued or undervalued compared to its peers.
- Examining Great-west Goldman'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 Great-west Goldman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Great-west Goldman's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Great-west Goldman's mutual fund. These opinions can provide insight into Great-west Goldman's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Great-west Mutual Fund
Great-west Goldman financial ratios help investors to determine whether Great-west 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 Great-west with respect to the benefits of owning Great-west Goldman security.
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