Equity Index Institutional Fund Manager Performance Evaluation
| GEQYX Fund | USD 55.00 0.77 1.38% |
The fund shows a Beta (market volatility) of 0.75, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equity Index's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Index is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Equity Index Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreEquity |
Equity Index Relative Risk vs. Return Landscape
If you would invest 6,043 in Equity Index Institutional on December 16, 2024 and sell it today you would lose (425.00) from holding Equity Index Institutional or give up 7.03% of portfolio value over 90 days. Equity Index Institutional is currently producing negative expected returns and takes up 1.0408% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Equity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equity Index Current Valuation
Fairly Valued
Today
Please note that Equity Index's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Equity Index Institu shows a prevailing Real Value of $56.66 per share. The current price of the fund is $55.0. We determine the value of Equity Index Institu from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Equity Index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Equity Mutual Fund. However, Equity Index'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 55.0 | Real 56.66 | Hype 56.18 | Naive 54.92 |
The intrinsic value of Equity Index'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 Equity Index'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 Equity Index Institutional helps investors to forecast how Equity 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 Equity Index more accurately as focusing exclusively on Equity Index's fundamentals will not take into account other important factors: Equity Index Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Equity Index Institutional, and traders can use it to determine the average amount a Equity Index'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 = -0.1097
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GEQYX |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equity Index is not performing at its full potential. However, 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 Equity Index by adding Equity Index to a well-diversified portfolio.
Equity Index Fundamentals Growth
Equity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Equity Index, and Equity Index 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 Equity Mutual Fund performance.
| Price To Earning | 18.91 X | ||||
| Price To Book | 2.69 X | ||||
| Price To Sales | 1.82 X | ||||
| Total Asset | 2.74 B | ||||
About Equity Index Performance
Evaluating Equity Index's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Equity Index 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 Equity Index 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 invest substantially all, and normally at least 80 percent of its total assets, in the equity securities included in the SP 500 Index, in weightings that approximate the relative composition of the securities contained in the SP 500 Index. It may invest to a lesser extent in derivative instruments, including exchange listed options, futures and swap agreements. It is non-diversified.Things to note about Equity Index Institu performance evaluation
Checking the ongoing alerts about Equity Index for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equity Index Institu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equity Index Institu generated a negative expected return over the last 90 days | |
| The fund retains about 5.58% of its assets under management (AUM) in cash |
- Analyzing Equity Index'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 Equity Index's stock is overvalued or undervalued compared to its peers.
- Examining Equity Index'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 Equity Index's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equity Index's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equity Index's mutual fund. These opinions can provide insight into Equity Index's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Equity Mutual Fund
Equity Index financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Index security.
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