Global Strategy Fund Manager Performance Evaluation
| VGLSX Fund | USD 12.28 0.01 0.08% |
The fund retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Global Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Strategy is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Global Strategy Fund are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Global Strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreGlobal |
Global Strategy Relative Risk vs. Return Landscape
If you would invest 1,159 in Global Strategy Fund on November 1, 2025 and sell it today you would earn a total of 69.00 from holding Global Strategy Fund or generate 5.95% return on investment over 90 days. Global Strategy Fund is currently producing 0.0975% returns and takes up 0.4564% volatility of returns over 90 trading days. Put another way, 4% 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 Strategy Current Valuation
Undervalued
Today
Please note that Global Strategy's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Global Strategy retains a regular Real Value of $12.92 per share. The prevalent price of the fund is $12.28. We determine the value of Global Strategy 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 Strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Strategy'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 12.28 | Real 12.92 | Hype 12.13 | Naive 12.37 |
The intrinsic value of Global Strategy'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 Strategy'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 Strategy 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 Strategy more accurately as focusing exclusively on Global Strategy's fundamentals will not take into account other important factors: Global Strategy 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 |
| 12.28 | 90 days | 12.28 | near 1 |
Based on a normal probability distribution, the odds of Global Strategy to move above the current price in 90 days from now is near 1 (This Global Strategy 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 Strategy has a beta of 0.43. This entails as returns on the market go up, Global Strategy average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Global Strategy Fund will be expected to be much smaller as well. Additionally Global Strategy Fund has an alpha of 0.0697, implying that it can generate a 0.0697 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Global Strategy Price Density |
| Price |
Predictive Modules for Global Strategy
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 Strategy. 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 Global Strategy'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.
Global Strategy Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Global Strategy is not an exception. The market had few large corrections towards the Global Strategy'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 Strategy Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Global Strategy within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 0.43 | |
σ | Overall volatility | 0.23 | |
Ir | Information ratio | 0.09 |
Global Strategy 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 Strategy for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Global Strategy can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps about 11.23% of its net assets in cash |
Global Strategy Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Strategy, and Global Strategy 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 | 14.25 X | |||
| Price To Book | 1.24 X | |||
| Price To Sales | 0.94 X | |||
| Total Asset | 277.45 M | |||
About Global Strategy Performance
Evaluating Global Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Strategy 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 Strategy 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 fund invests in equity securities of companies in any country, fixed income securities of companies and governments of any country, and in money market securities. The equity securities in which the fund invests are primarily common stock of large- and mid-capitalization companies included in the MSCI ACWI Index and depositary receipts representing such stocks. Under normal market conditions, the Advisor expects to invest at least 40 percent of its net assets in foreign securities, including foreign equity securities and foreign sovereign debt securities.Things to note about Global Strategy performance evaluation
Checking the ongoing alerts about Global Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Strategy 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: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps about 11.23% of its net assets in cash |
- Analyzing Global Strategy'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 Strategy's stock is overvalued or undervalued compared to its peers.
- Examining Global Strategy'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 Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Strategy's mutual fund. These opinions can provide insight into Global Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Strategy 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 Strategy security.
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