Greenspring Income Opportunities Fund Manager Performance Evaluation
| GRIOX Fund | USD 9.84 0.01 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.0215, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Greenspring Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Greenspring Income is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Greenspring Income Opportunities are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Greenspring Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Greenspring Income Relative Risk vs. Return Landscape
If you would invest 974.00 in Greenspring Income Opportunities on September 16, 2024 and sell it today you would earn a total of 10.00 from holding Greenspring Income Opportunities or generate 1.03% return on investment over 90 days. Greenspring Income Opportunities is currently producing 0.0158% returns and takes up 0.1056% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Greenspring, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Greenspring Income Current Valuation
Overvalued
Today
Please note that Greenspring Income's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Greenspring Income retains a regular Real Value of $9.05 per share. The prevalent price of the fund is $9.84. We determine the value of Greenspring 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 Greenspring Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Greenspring Mutual Fund. However, Greenspring Income'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 9.84 | Real 9.05 | Hype 9.84 | Naive 9.85 |
The intrinsic value of Greenspring Income'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 Greenspring Income'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 Greenspring Income Opportunities helps investors to forecast how Greenspring 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 Greenspring Income more accurately as focusing exclusively on Greenspring Income's fundamentals will not take into account other important factors: Greenspring Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Greenspring Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Greenspring Income Opportunities, and traders can use it to determine the average amount a Greenspring Income'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 = 0.1493
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| GRIOX |
Based on monthly moving average Greenspring Income is performing at about 11% 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 Greenspring Income by adding it to a well-diversified portfolio.
Greenspring Income Fundamentals Growth
Greenspring Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Greenspring Income, and Greenspring Income 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 Greenspring Mutual Fund performance.
| Total Asset | 27.92 M | ||||
About Greenspring Income Performance
Evaluating Greenspring Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Greenspring Income 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 Greenspring Income 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 primarily in income-producing debt instruments issued by U.S.issuers, which consist principally of high-yield fixed income securities . The fund may also invest in convertible securities, investment grade corporate debt securities, bank loans to corporate borrowers, variable or floating rate instruments, U.S. government and agency securities, and debt of non-U.S. companies.Things to note about Greenspring Income performance evaluation
Checking the ongoing alerts about Greenspring Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Greenspring 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 17.0% of its assets under management (AUM) in cash |
- Analyzing Greenspring Income'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 Greenspring Income's stock is overvalued or undervalued compared to its peers.
- Examining Greenspring Income'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 Greenspring Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Greenspring Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Greenspring Income's mutual fund. These opinions can provide insight into Greenspring Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Greenspring Mutual Fund
Greenspring Income financial ratios help investors to determine whether Greenspring 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 Greenspring with respect to the benefits of owning Greenspring Income security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |