Gmo Small Cap Fund Manager Performance Evaluation
| GCAVX Fund | USD 22.86 0.18 0.78% |
The fund retains a Market Volatility (i.e., Beta) of 1.5, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Gmo Us will likely underperform.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Gmo Small Cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Gmo Us may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.4800 |
Gmo |
Gmo Us Relative Risk vs. Return Landscape
If you would invest 2,075 in Gmo Small Cap on September 4, 2024 and sell it today you would earn a total of 211.00 from holding Gmo Small Cap or generate 10.17% return on investment over 90 days. Gmo Small Cap is currently producing 0.1601% returns and takes up 1.3402% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Gmo, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gmo Us Current Valuation
Fairly Valued
Today
Please note that Gmo Us' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gmo Small Cap retains a regular Real Value of $22.55 per share. The prevalent price of the fund is $22.86. We determine the value of Gmo Small Cap 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 Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gmo Mutual Fund. However, Gmo Us' 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 22.86 | Real 22.55 | Hype 22.86 | Naive 23.03 |
The intrinsic value of Gmo Us' 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 Us' 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 Small Cap 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 Us more accurately as focusing exclusively on Gmo Us' fundamentals will not take into account other important factors: Gmo Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gmo Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gmo Small Cap, and traders can use it to determine the average amount a Gmo Us' 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 = 0.1195
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | GCAVX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.34 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Gmo Us is performing at about 9% 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 Us by adding it to a well-diversified portfolio.
Gmo Us Fundamentals Growth
Gmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gmo Us, and Gmo Us 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 | 266.06 M | ||||
About Gmo Us Performance
Evaluating Gmo Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gmo Us 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 Us 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 adviser seeks to achieve the funds investment objective by investing primarily in equities of U.S. companies that are included in the SP 600 Index or whose market capitalization at the time of investment is less than that of the 1000 largest publicly held companies. As an alternative to investing directly in equities, it may invest in exchange-traded and OTC derivatives and ETFs. Under normal circumstances, the fund invests directly and indirectly at least 80 percent of its assets in equities tied economically to the United States.Things to note about Gmo Small Cap performance evaluation
Checking the ongoing alerts about Gmo Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gmo Small Cap 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 97.91% of its assets under management (AUM) in equities |
- Analyzing Gmo Us' 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 Us' stock is overvalued or undervalued compared to its peers.
- Examining Gmo Us' 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 Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gmo Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gmo Us' mutual fund. These opinions can provide insight into Gmo Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gmo Mutual Fund
Gmo Us 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 Us security.
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