Global Managed Financials
| UGMVX Fund | USD 11.10 0.03 0.27% |
Global |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Global Managed Fund Summary
Global Managed competes with Versatile Bond, Artisan High, Barings Us, California Bond, and Ab Bond. The funds principal strategy is to combine a portfolio of domestic and foreign equity securities, including emerging markets securities, designed to provide growth with lower volatility. It primarily invests in stocks that exhibit high-quality characteristics such as high levels of profitability and stable earnings, which may lower volatility in the funds returns.Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | Victory Capital |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
Global Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Managed's current stock value. Our valuation model uses many indicators to compare Global Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Managed competition to find correlations between indicators driving Global Managed's intrinsic value. More Info.Global Managed Volatility is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Global Managed Volatility is roughly 9.27 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Global Managed's earnings, one of the primary drivers of an investment's value.Global Managed Volatility Systematic Risk
Global Managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Global Managed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Global Managed Volatility correlated with the market. If Beta is less than 0 Global Managed generally moves in the opposite direction as compared to the market. If Global Managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Global Managed Volatility is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Global Managed is generally in the same direction as the market. If Beta > 1 Global Managed moves generally in the same direction as, but more than the movement of the benchmark.
Global Managed January 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Global Managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Global Managed Volatility. We use our internally-developed statistical techniques to arrive at the intrinsic value of Global Managed Volatility based on widely used predictive technical indicators. In general, we focus on analyzing Global Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Global Managed's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 3.34 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 0.9752 |
Other Information on Investing in Global Mutual Fund
Global Managed 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 Managed security.
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