Guidemark World Ex Us Fund Manager Performance Evaluation
| GMWEX Fund | USD 10.94 0.06 0.55% |
The fund retains a Market Volatility (i.e., Beta) of 0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Guidemark World's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guidemark World is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Guidemark World Ex Us has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Guidemark World is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1600 |
Guidemark |
Guidemark World Relative Risk vs. Return Landscape
If you would invest 1,148 in Guidemark World Ex Us on September 19, 2024 and sell it today you would lose (54.00) from holding Guidemark World Ex Us or give up 4.7% of portfolio value over 90 days. Guidemark World Ex Us is currently producing negative expected returns and takes up 0.6818% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Guidemark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guidemark World Current Valuation
Fairly Valued
Today
Please note that Guidemark World's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Guidemark World Ex retains a regular Real Value of $11.0 per share. The prevalent price of the fund is $10.94. We determine the value of Guidemark World Ex 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 Guidemark World is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guidemark Mutual Fund. However, Guidemark World'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 10.94 | Real 11.0 | Hype 10.94 |
The intrinsic value of Guidemark World'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 Guidemark World'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 Guidemark World Ex Us helps investors to forecast how Guidemark 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 Guidemark World more accurately as focusing exclusively on Guidemark World's fundamentals will not take into account other important factors: Guidemark World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guidemark World's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guidemark World Ex Us, and traders can use it to determine the average amount a Guidemark World'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 = -0.107
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| Negative Returns | GMWEX |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.07 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 Guidemark World 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 Guidemark World by adding Guidemark World to a well-diversified portfolio.
Guidemark World Fundamentals Growth
Guidemark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guidemark World, and Guidemark World 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 Guidemark Mutual Fund performance.
| Price To Earning | 2.68 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 0.81 X | ||||
| Total Asset | 84.93 M | ||||
About Guidemark World Performance
Evaluating Guidemark World's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guidemark World 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 Guidemark World 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. It invests primarily in equity securities incorporated or traded outside the United States. Generally, the funds assets will be invested in securities of companies located in developed countries. The advisor considers developed countries to be those defined by the MSCI World ex-USA Index. The fund will, under normal circumstances, invest in a minimum of three countries outside of the United States.Things to note about Guidemark World Ex performance evaluation
Checking the ongoing alerts about Guidemark World for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guidemark World Ex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Guidemark World Ex generated a negative expected return over the last 90 days | |
| The fund retains 99.62% of its assets under management (AUM) in equities |
- Analyzing Guidemark World'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 Guidemark World's stock is overvalued or undervalued compared to its peers.
- Examining Guidemark World'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 Guidemark World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guidemark World's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guidemark World's mutual fund. These opinions can provide insight into Guidemark World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guidemark Mutual Fund
Guidemark World financial ratios help investors to determine whether Guidemark 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 Guidemark with respect to the benefits of owning Guidemark World security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |