Gotham Hedged E Fund Manager Performance Evaluation
| GCHDX Fund | USD 11.83 0.04 0.34% |
The fund retains a Market Volatility (i.e., Beta) of 0.3, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Gotham Hedged's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gotham Hedged is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Gotham Hedged E has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 1.7500 |
Gotham |
Gotham Hedged Relative Risk vs. Return Landscape
If you would invest 1,323 in Gotham Hedged E on October 27, 2024 and sell it today you would lose (140.00) from holding Gotham Hedged E or give up 10.58% of portfolio value over 90 days. Gotham Hedged E is currently producing negative expected returns and takes up 2.2238% volatility of returns over 90 trading days. Put another way, 19% 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 Hedged Current Valuation
Fairly Valued
Today
Please note that Gotham Hedged's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Gotham Hedged E retains a regular Real Value of $12.0 per share. The prevalent price of the fund is $11.83. We determine the value of Gotham Hedged E 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 Hedged is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gotham Mutual Fund. However, Gotham Hedged'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 11.83 | Real 12.0 | Hype 11.83 | Naive 12.35 |
The intrinsic value of Gotham Hedged'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 Hedged'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 Hedged E 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 Hedged more accurately as focusing exclusively on Gotham Hedged's fundamentals will not take into account other important factors: Gotham Hedged Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gotham Hedged's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gotham Hedged E, and traders can use it to determine the average amount a Gotham Hedged'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 = -0.0716
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GCHDX |
Estimated Market Risk
| 2.22 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.16 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 Hedged 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 Hedged by adding Gotham Hedged to a well-diversified portfolio.
Gotham Hedged Fundamentals Growth
Gotham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gotham Hedged, and Gotham Hedged 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.
| Total Asset | 8.34 M | ||||
About Gotham Hedged Performance
Evaluating Gotham Hedged's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gotham Hedged 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 Hedged 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 achieve its investment objective by investing under normal circumstances in long and short positions of equity securities generally selected from the largest 1000 U.S. companies by market capitalization. The Adviser intends to target a net exposure, which is the value of the funds long positions minus its short positions, in the range of approximately 70 100.Things to note about Gotham Hedged E performance evaluation
Checking the ongoing alerts about Gotham Hedged for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gotham Hedged E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gotham Hedged E generated a negative expected return over the last 90 days | |
| The fund retains 99.78% of its assets under management (AUM) in equities |
- Analyzing Gotham Hedged'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 Hedged's stock is overvalued or undervalued compared to its peers.
- Examining Gotham Hedged'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 Hedged's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gotham Hedged's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gotham Hedged's mutual fund. These opinions can provide insight into Gotham Hedged's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gotham Mutual Fund
Gotham Hedged 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 Hedged security.
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