Gotham Large Value Fund Manager Performance Evaluation
| GVALX Fund | USD 14.46 0.11 0.77% |
The fund retains a Market Volatility (i.e., Beta) of -0.0904, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Gotham Large are expected to decrease at a much lower rate. During the bear market, Gotham Large is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Gotham Large Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Gotham Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.7500 |
Gotham |
Gotham Large Relative Risk vs. Return Landscape
If you would invest 1,546 in Gotham Large Value on October 27, 2024 and sell it today you would lose (100.00) from holding Gotham Large Value or give up 6.47% of portfolio value over 90 days. Gotham Large Value is currently producing negative expected returns and takes up 1.4969% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Gotham, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gotham Large Current Valuation
Fairly Valued
Today
Please note that Gotham Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gotham Large Value retains a regular Real Value of $14.58 per share. The prevalent price of the fund is $14.46. We determine the value of Gotham Large Value 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 Gotham Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gotham Mutual Fund. However, Gotham Large'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 14.46 | Real 14.58 | Hype 14.46 | Naive 14.82 |
The intrinsic value of Gotham Large'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 Gotham Large'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 Gotham Large Value helps investors to forecast how Gotham 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 Gotham Large more accurately as focusing exclusively on Gotham Large's fundamentals will not take into account other important factors: Gotham Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gotham Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gotham Large Value, and traders can use it to determine the average amount a Gotham Large'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 = -0.0666
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GVALX |
Estimated Market Risk
| 1.5 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gotham Large 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 Gotham Large by adding Gotham Large to a well-diversified portfolio.
Gotham Large Fundamentals Growth
Gotham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gotham Large, and Gotham Large 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 Gotham Mutual Fund performance.
About Gotham Large Performance
Evaluating Gotham Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gotham Large 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 Gotham Large 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 seeks a total return greater than that of the SP 500 Index over a full market cycle, which is a period that includes both a bull market and a bear market cycle. Gotham Large is traded on NASDAQ Exchange in the United States.Things to note about Gotham Large Value performance evaluation
Checking the ongoing alerts about Gotham Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gotham Large Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gotham Large Value generated a negative expected return over the last 90 days | |
| The fund retains 99.46% of its assets under management (AUM) in equities |
- Analyzing Gotham Large'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 Gotham Large's stock is overvalued or undervalued compared to its peers.
- Examining Gotham Large'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 Gotham Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gotham Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gotham Large's mutual fund. These opinions can provide insight into Gotham Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gotham Mutual Fund
Gotham Large financial ratios help investors to determine whether Gotham 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 Gotham with respect to the benefits of owning Gotham Large security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |