Gmo Opportunistic Income Fund Manager Performance Evaluation
| GMOHX Fund | USD 24.22 0.01 0.04% |
The fund retains a Market Volatility (i.e., Beta) of 0.0216, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gmo Opportunistic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gmo Opportunistic is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo Opportunistic Income are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Gmo Opportunistic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreGmo |
Gmo Opportunistic Relative Risk vs. Return Landscape
If you would invest 2,399 in Gmo Opportunistic Income on October 26, 2024 and sell it today you would earn a total of 23.00 from holding Gmo Opportunistic Income or generate 0.96% return on investment over 90 days. Gmo Opportunistic Income is currently producing 0.0162% returns and takes up 0.0942% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Gmo, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gmo Opportunistic Current Valuation
Overvalued
Today
Please note that Gmo Opportunistic's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Gmo Opportunistic Income retains a regular Real Value of $22.26 per share. The prevalent price of the fund is $24.22. We determine the value of Gmo Opportunistic Income 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 Gmo Opportunistic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gmo Mutual Fund. However, Gmo Opportunistic'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 24.22 | Real 22.26 | Hype 24.22 | Naive 24.28 |
The intrinsic value of Gmo Opportunistic'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 Gmo Opportunistic'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 Gmo Opportunistic Income helps investors to forecast how Gmo 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 Gmo Opportunistic more accurately as focusing exclusively on Gmo Opportunistic's fundamentals will not take into account other important factors: Gmo Opportunistic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gmo Opportunistic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gmo Opportunistic Income, and traders can use it to determine the average amount a Gmo Opportunistic'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 = 0.1722
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Based on monthly moving average Gmo Opportunistic is performing at about 13% of its full potential. 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 Gmo Opportunistic by adding it to a well-diversified portfolio.
Gmo Opportunistic Fundamentals Growth
Gmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gmo Opportunistic, and Gmo Opportunistic 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 Gmo Mutual Fund performance.
| Total Asset | 1.01 B | ||||
About Gmo Opportunistic Performance
Evaluating Gmo Opportunistic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gmo Opportunistic 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 Gmo Opportunistic 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 investment seeks capital appreciation and current income. GMO Opportunistic is traded on NASDAQ Exchange in the United States.Things to note about Gmo Opportunistic Income performance evaluation
Checking the ongoing alerts about Gmo Opportunistic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gmo Opportunistic Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 84.33% of its assets under management (AUM) in fixed income securities |
- Analyzing Gmo Opportunistic'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 Gmo Opportunistic's stock is overvalued or undervalued compared to its peers.
- Examining Gmo Opportunistic'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 Gmo Opportunistic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gmo Opportunistic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gmo Opportunistic's mutual fund. These opinions can provide insight into Gmo Opportunistic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gmo Mutual Fund
Gmo Opportunistic financial ratios help investors to determine whether Gmo 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 Gmo with respect to the benefits of owning Gmo Opportunistic security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |