Defensive Market Strategies Fund Year To Date Return
| GDMYX Fund | USD 12.16 0.03 0.25% |
Defensive Market Strategies fundamentals help investors to digest information that contributes to Defensive Market's financial success or failures. It also enables traders to predict the movement of Defensive Mutual Fund. The fundamental analysis module provides a way to measure Defensive Market's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Defensive Market mutual fund.
Defensive |
Defensive Market Strategies Mutual Fund Year To Date Return Analysis
Defensive Market's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Defensive Market Year To Date Return | 13.90 % |
Most of Defensive Market's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Defensive Market Strategies is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Defensive Market Strategies has a Year To Date Return of 13.8984%. This is much higher than that of the GuideStone Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Defensive Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Defensive Market's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Defensive Market could also be used in its relative valuation, which is a method of valuing Defensive Market by comparing valuation metrics of similar companies.Defensive Market is rated # 4 fund in year to date return among similar funds.
Fund Asset Allocation for Defensive Market
The fund invests 18.04% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.05%) , cash (24.98%) and various exotic instruments.Asset allocation divides Defensive Market's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Defensive Fundamentals
| Price To Earning | 18.83 X | ||||
| Price To Book | 2.60 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 1.31 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 13.90 % | ||||
| One Year Return | 15.39 % | ||||
| Three Year Return | 4.57 % | ||||
| Five Year Return | 7.08 % | ||||
| Net Asset | 1.09 B | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | 24.98 % | ||||
| Equity Positions Weight | 18.04 % | ||||
| Bond Positions Weight | 0.05 % |
About Defensive Market Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Defensive Market Strategies's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Defensive Market using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Defensive Market Strategies based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Defensive Mutual Fund
Defensive Market financial ratios help investors to determine whether Defensive 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 Defensive with respect to the benefits of owning Defensive Market security.
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