Gabelli Healthcare Wellnessrx Stock Alpha and Beta Analysis
| GRX Stock | USD 10.24 0.02 0.19% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Gabelli Healthcare WellnessRx. It also helps investors analyze the systematic and unsystematic risks associated with investing in Gabelli Healthcare over a specified time horizon. Remember, high Gabelli Healthcare's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Gabelli Healthcare's market risk premium analysis include:
Beta 0.21 | Alpha (0.09) | Risk 0.72 | Sharpe Ratio (0.14) | Expected Return (0.1) |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
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Gabelli Healthcare Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Gabelli Healthcare market risk premium is the additional return an investor will receive from holding Gabelli Healthcare long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Gabelli Healthcare. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Gabelli Healthcare's performance over market.| α | -0.09 | β | 0.21 |
Gabelli Healthcare expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Gabelli Healthcare's Buy-and-hold return. Our buy-and-hold chart shows how Gabelli Healthcare performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Gabelli Healthcare Market Price Analysis
Market price analysis indicators help investors to evaluate how Gabelli Healthcare stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Gabelli Healthcare shares will generate the highest return on investment. By understating and applying Gabelli Healthcare stock market price indicators, traders can identify Gabelli Healthcare position entry and exit signals to maximize returns.
Gabelli Healthcare Return and Market Media
The median price of Gabelli Healthcare for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 is 10.78 with a coefficient of variation of 2.84. The daily time series for the period is distributed with a sample standard deviation of 0.3, arithmetic mean of 10.71, and mean deviation of 0.25. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
| Gabelli Healthcare dividend paid on 23rd of September 2024 | 09/23/2024 |
1 | Acquisition by Saba Capital Management, L.p. of 11345 shares of Gabelli Healthcare at 11.12 subject to Rule 16b-3 | 09/26/2024 |
2 | Acquisition by Saba Capital Management, L.p. of 1196 shares of Gabelli Healthcare at 11.1 subject to Rule 16b-3 | 09/27/2024 |
3 | Saba capital buys shares of Gabelli Healthcare WellnessRx trust | 09/30/2024 |
4 | Copycat Killer Producer GrX Studio Launching 45 Million Asia Spring Fund | 10/09/2024 |
5 | Acquisition by Saba Capital Management, L.p. of 10441 shares of Gabelli Healthcare at 10.59 subject to Rule 16b-3 | 10/24/2024 |
6 | Saba capital management acquires shares in Gabelli healthcare for 110,570 | 10/28/2024 |
7 | Disposition of tradable shares by Jeffrey Jonas of Gabelli Healthcare subject to Rule 16b-3 | 11/01/2024 |
8 | Insider Buying The Gabelli Healthcare Wellness Trust Major Shareholder Acquires 3,448 Shares of Stock | 11/04/2024 |
9 | Saba capital management acquires 55,571 in Gabelli healthcare stock | 11/05/2024 |
10 | Acquisition by Saba Capital Management, L.p. of 5364 shares of Gabelli Healthcare at 10.36 subject to Rule 16b-3 | 11/11/2024 |
11 | Acquisition by James Conn of 8362 shares of Gabelli Healthcare at 9.0 subject to Rule 16b-3 | 11/13/2024 |
12 | Gabelli Healthcare WellnessRx Trust Declares Fourth Quarter Distribution of 0.15 Per Share | 11/14/2024 |
13 | Acquisition by Mario Gabelli of 4000 shares of Gabelli Healthcare at 10.14 subject to Rule 16b-3 | 11/21/2024 |
14 | Acquisition by Saba Capital Management, L.p. of 4876 shares of Gabelli Healthcare at 10.16 subject to Rule 16b-3 | 11/22/2024 |
About Gabelli Healthcare Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Gabelli or other stocks. Alpha measures the amount that position in Gabelli Healthcare has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | PTB Ratio | 0.89 | 0.86 | 0.81 | 0.61 | Dividend Yield | 0.0706 | 0.094 | 0.0668 | 0.0562 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Gabelli Healthcare in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Gabelli Healthcare's short interest history, or implied volatility extrapolated from Gabelli Healthcare options trading.
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Additional Tools for Gabelli Stock Analysis
When running Gabelli Healthcare's price analysis, check to measure Gabelli Healthcare's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Gabelli Healthcare is operating at the current time. Most of Gabelli Healthcare's value examination focuses on studying past and present price action to predict the probability of Gabelli Healthcare's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Gabelli Healthcare's price. Additionally, you may evaluate how the addition of Gabelli Healthcare to your portfolios can decrease your overall portfolio volatility.