Gmo E Plus Fund Manager Performance Evaluation
| GPBFX Fund | USD 17.45 0.05 0.29% |
The fund retains a Market Volatility (i.e., Beta) of 0.0839, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gmo Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gmo Core is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo E Plus are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Gmo Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3900 |
Gmo |
Gmo Core Relative Risk vs. Return Landscape
If you would invest 1,724 in Gmo E Plus on December 1, 2024 and sell it today you would earn a total of 21.00 from holding Gmo E Plus or generate 1.22% return on investment over 90 days. Gmo E Plus is currently producing 0.0206% returns and takes up 0.2915% volatility of returns over 90 trading days. Put another way, 2% 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 Core Current Valuation
Fairly Valued
Today
Please note that Gmo Core's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gmo E Plus retains a regular Real Value of $17.37 per share. The prevalent price of the fund is $17.45. We determine the value of Gmo E Plus 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gmo Mutual Fund. However, Gmo Core'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 17.45 | Real 17.37 | Hype 17.45 | Naive 17.61 |
The intrinsic value of Gmo Core'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 Core'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 E Plus 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 Core more accurately as focusing exclusively on Gmo Core's fundamentals will not take into account other important factors: Gmo Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gmo Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gmo E Plus, and traders can use it to determine the average amount a Gmo Core'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 = 0.0706
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GPBFX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Gmo Core is performing at about 5% 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 Core by adding it to a well-diversified portfolio.
Gmo Core Fundamentals Growth
Gmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gmo Core, and Gmo Core 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 | 105.37 M | ||||
About Gmo Core Performance
Evaluating Gmo Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gmo Core 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 Core 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 directly and indirectly at least 80 percent of its assets in bonds. The term bond includes obligations of an issuer to make payments on future dates of principal, interest or both and synthetic debt instruments created by GMO by investing in derivatives . The fund is non-diversified.Things to note about Gmo E Plus performance evaluation
Checking the ongoing alerts about Gmo Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gmo E Plus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gmo E Plus generated five year return of -1.0% | |
| This fund retains about 686.88% of its assets under management (AUM) in cash |
- Analyzing Gmo Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Gmo Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gmo Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gmo Core's mutual fund. These opinions can provide insight into Gmo Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gmo Mutual Fund
Gmo Core 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 Core security.
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