Gabelli Healthcare Wellnessrx Stock Alpha and Beta Analysis

GRX Stock  USD 9.95  0.06  0.61%   
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
0.59
Alpha
0.006626
Risk
0.77
Sharpe Ratio
(0.08)
Expected Return
(0.06)
Please note that although Gabelli Healthcare alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Gabelli Healthcare did 0.01  better than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Gabelli Healthcare WellnessRx stock's relative risk over its benchmark. Gabelli Healthcare has a beta of 0.59  . As returns on the market increase, Gabelli Healthcare's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gabelli Healthcare is expected to be smaller as well. At this time, Gabelli Healthcare's Book Value Per Share is fairly stable compared to the past year. Tangible Book Value Per Share is likely to rise to 16.27 in 2025, whereas Price Book Value Ratio is likely to drop 0.61 in 2025.

Enterprise Value

167.52 Million

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.
  
Check out Gabelli Healthcare Backtesting, Gabelli Healthcare Valuation, Gabelli Healthcare Correlation, Gabelli Healthcare Hype Analysis, Gabelli Healthcare Volatility, Gabelli Healthcare History and analyze Gabelli Healthcare Performance.

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.
α0.01   β0.59

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 Mon, Dec 2, 2024 and Sun, Mar 2, 2025 is 10.07 with a coefficient of variation of 2.51. The daily time series for the period is distributed with a sample standard deviation of 0.25, arithmetic mean of 10.01, and mean deviation of 0.22. The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
       Timeline  
1
Saba Capital Management, L.P. Increases Stake in Gabelli Healthcare WellnessRx Trust
12/03/2024
2
Acquisition by Mario Gabelli of 3456 shares of Gabelli Healthcare at 10.3 subject to Rule 16b-3
12/12/2024
3
Acquisition by Mario Gabelli of 544 shares of Gabelli Healthcare at 10.12 subject to Rule 16b-3
12/13/2024
 
Gabelli Healthcare dividend paid on 20th of December 2024
12/20/2024
4
Acquisition by Mario Gabelli of 4000 shares of Gabelli Healthcare at 9.8 subject to Rule 16b-3
12/30/2024
5
Acquisition by Mario Gabelli of 2000 shares of Gabelli Healthcare at 9.7 subject to Rule 16b-3
12/31/2024
6
Gabelli increases stake in Gabelli Healthcare WellnessRX trust by 58,600 - Investing.com South Africa
01/02/2025
7
Disposition of 1115 shares by Vanekris Anthonie C of Gabelli Healthcare at 9.65 subject to Rule 16b-3
01/08/2025
8
Acquisition by Saba Capital Management, L.p. of 14833 shares of Gabelli Healthcare at 9.57 subject to Rule 16b-3
01/10/2025
9
Acquisition by Mario Gabelli of 1000 shares of Gabelli Healthcare at 9.95 subject to Rule 16b-3
01/22/2025
10
Gabelli healthcare WellnessRx trust director Mario Gabelli buys 9,950 in shares - MSN
01/24/2025
11
Acquisition by Saba Capital Management, L.p. of 1500 shares of Gabelli Healthcare at 10.27 subject to Rule 16b-3
01/28/2025
12
Saba capital acquires 15,405 in Gabelli Healthcare stock - MSN
01/30/2025
13
Gabelli Healthcare WellnessRx Trust Declares First Quarter Distribution of 0.15 Per Share
02/13/2025
14
Acquisition by Mario Gabelli of 1000 shares of Gabelli Healthcare at 10.202 subject to Rule 16b-3
02/20/2025
15
Acquisition by Agnes Mullady of 150 shares of Gabelli Healthcare at 12.749 subject to Rule 16b-3
02/26/2025
16
Insider Buying The Gabelli Healthcare Wellness Trust Insider Purchases 10,200.00 in Stock
02/27/2025

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.
 2022 2023 2024 2025 (projected)
PTB Ratio0.860.810.720.61
Dividend Yield0.0940.06680.06010.0562
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.