Gurtin California Muni Fund Manager Performance Evaluation
| GCMVX Fund | USD 9.99 0.01 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.0142, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gurtin California's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gurtin California is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Gurtin California Muni has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Gurtin California is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3900 |
Gurtin |
Gurtin California Relative Risk vs. Return Landscape
If you would invest 1,004 in Gurtin California Muni on October 9, 2024 and sell it today you would lose (5.00) from holding Gurtin California Muni or give up 0.5% of portfolio value over 90 days. Gurtin California Muni is currently producing negative expected returns and takes up 0.1763% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Gurtin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gurtin California Current Valuation
Fairly Valued
Today
Please note that Gurtin California's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gurtin California Muni retains a regular Real Value of $10.0 per share. The prevalent price of the fund is $9.99. We determine the value of Gurtin California Muni 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 Gurtin California is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gurtin Mutual Fund. However, Gurtin California'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 9.99 | Real 10.0 | Hype 9.99 |
The intrinsic value of Gurtin California'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 Gurtin California'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 Gurtin California Muni helps investors to forecast how Gurtin 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 Gurtin California more accurately as focusing exclusively on Gurtin California's fundamentals will not take into account other important factors: Gurtin California Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gurtin California's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gurtin California Muni, and traders can use it to determine the average amount a Gurtin California'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 = -0.0456
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GCMVX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gurtin California 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 Gurtin California by adding Gurtin California to a well-diversified portfolio.
Gurtin California Fundamentals Growth
Gurtin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gurtin California, and Gurtin California 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 Gurtin Mutual Fund performance.
| Total Asset | 70.48 M | ||||
About Gurtin California Performance
Evaluating Gurtin California's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gurtin California 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 Gurtin California 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 invests under normal circumstances at least 80 percent of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax and California income tax . California Municipal Bonds generally are issued by or on behalf of the State of California and its political subdivisions, financing authorities and their agencies.Things to note about Gurtin California Muni performance evaluation
Checking the ongoing alerts about Gurtin California for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gurtin California Muni help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gurtin California generated a negative expected return over the last 90 days | |
| The fund retains about 97.62% of its assets under management (AUM) in fixed income securities |
- Analyzing Gurtin California'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 Gurtin California's stock is overvalued or undervalued compared to its peers.
- Examining Gurtin California'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 Gurtin California's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gurtin California's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gurtin California's mutual fund. These opinions can provide insight into Gurtin California's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gurtin Mutual Fund
Gurtin California financial ratios help investors to determine whether Gurtin 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 Gurtin with respect to the benefits of owning Gurtin California security.
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