Global Bond Fund Manager Performance Evaluation
| GGBFX Fund | USD 8.58 0.02 0.23% |
The fund retains a Market Volatility (i.e., Beta) of 0.0185, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Global Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Bond is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Global Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Global Bond 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 May 2023 | |
| Expense Ratio | 0.8900 |
Global |
Global Bond Relative Risk vs. Return Landscape
If you would invest 889.00 in Global Bond Fund on September 16, 2024 and sell it today you would lose (34.00) from holding Global Bond Fund or give up 3.82% of portfolio value over 90 days. Global Bond Fund is currently producing negative expected returns and takes up 0.2741% volatility of returns over 90 trading days. Put another way, 2% 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 Bond Current Valuation
Fairly Valued
Today
Please note that Global Bond's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Global Bond Fund retains a regular Real Value of $8.57 per share. The prevalent price of the fund is $8.58. We determine the value of Global Bond Fund 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 Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Bond'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 8.58 | Real 8.57 | Hype 8.58 | Naive 8.53 |
The intrinsic value of Global Bond'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 Bond'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 Bond 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 Bond more accurately as focusing exclusively on Global Bond's fundamentals will not take into account other important factors: Global Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Bond Fund, and traders can use it to determine the average amount a Global Bond'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 = -0.2174
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GGBFX |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.22 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Global Bond 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 Bond by adding Global Bond to a well-diversified portfolio.
Global Bond Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Bond, and Global Bond 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 | 11.03 X | ||||
| Price To Book | 1.62 X | ||||
| Price To Sales | 0.87 X | ||||
| Total Asset | 106.15 M | ||||
About Global Bond Performance
Evaluating Global Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Bond 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 Bond 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 mainly in a diversified portfolio of fixed income instruments of varying maturities and quality across different industries and sectors of the fixed income market. It may invest up to 30 percent of its assets in U.S. and non-U.S. below-investment grade securities . The average dollar-weighted duration of the fund normally varies between three and 10 years.Things to note about Global Bond Fund performance evaluation
Checking the ongoing alerts about Global Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Bond Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Global Bond Fund generated a negative expected return over the last 90 days | |
| Global Bond Fund generated five year return of -1.0% | |
| This fund retains about 57.61% of its assets under management (AUM) in cash |
- Analyzing Global Bond'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 Bond's stock is overvalued or undervalued compared to its peers.
- Examining Global Bond'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 Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Bond's mutual fund. These opinions can provide insight into Global Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Bond 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 Bond security.
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