Global Equity Fund Manager Performance Evaluation
| JGEFX Fund | USD 13.55 0.09 0.66% |
The fund retains a Market Volatility (i.e., Beta) of 0.56, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Global Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Global Equity Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Global Equity 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 January 2023 | |
| Expense Ratio | 1.0000 |
Global |
Global Equity Relative Risk vs. Return Landscape
If you would invest 1,381 in Global Equity Fund on September 19, 2024 and sell it today you would lose (26.00) from holding Global Equity Fund or give up 1.88% of portfolio value over 90 days. Global Equity Fund is currently producing negative expected returns and takes up 0.5043% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Global, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Equity Current Valuation
Undervalued
Today
Please note that Global Equity's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Global Equity regular Real Value cannot be determined due to lack of data. The prevalent price of Global Equity is $13.55. We determine the value of Global Equity 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 Global Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Equity'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 13.55 | Real 0.0 | Hype 0.0 |
The intrinsic value of Global Equity'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 Global Equity'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 Global Equity Fund helps investors to forecast how Global 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 Global Equity more accurately as focusing exclusively on Global Equity's fundamentals will not take into account other important factors: Global Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Equity Fund, and traders can use it to determine the average amount a Global Equity'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 = -0.0564
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JGEFX |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Global Equity 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 Global Equity by adding Global Equity to a well-diversified portfolio.
Global Equity Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Equity, and Global Equity 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 Global Mutual Fund performance.
| Price To Earning | 15.37 X | ||||
| Price To Book | 2.14 X | ||||
| Price To Sales | 1.50 X | ||||
| Total Asset | 15.55 M | ||||
About Global Equity Performance
Evaluating Global Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Equity 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 Global Equity 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 to generate capital appreciation by investing at least 80 percent of net assets in a diversified portfolio of equity securities. Under normal market conditions, at least 40 percent of the value of the funds net assets will be invested in securities of issuers domiciled outside of the United States. Equity securities include common and preferred stocks and their equivalents, including depositary receipts, warrants, rights, and convertible securities. It may invest in securities of any market-capitalization.Things to note about Global Equity performance evaluation
Checking the ongoing alerts about Global Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Global Equity generated a negative expected return over the last 90 days | |
| The fund retains 98.6% of its assets under management (AUM) in equities |
- Analyzing Global Equity'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 Global Equity's stock is overvalued or undervalued compared to its peers.
- Examining Global Equity'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 Global Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Equity's mutual fund. These opinions can provide insight into Global Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Equity financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Equity security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |