Secured Options Portfolio Fund Manager Performance Evaluation
| GTSOX Fund | USD 13.72 0.02 0.15% |
The entity has a beta of 0.69, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Secured Options' returns are expected to increase less than the market. However, during the bear market, the loss of holding Secured Options is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Secured Options Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic 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 Date | 28th of February 2023 | |
| Expense Ratio | 0.8600 |
Secured |
Secured Options Relative Risk vs. Return Landscape
If you would invest 1,488 in Secured Options Portfolio on September 28, 2024 and sell it today you would lose (116.00) from holding Secured Options Portfolio or give up 7.8% of portfolio value over 90 days. Secured Options Portfolio is currently producing negative expected returns and takes up 1.3748% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Secured, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Secured Options Current Valuation
Fairly Valued
Today
Please note that Secured Options' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Secured Options Portfolio has a current Real Value of $13.92 per share. The regular price of the fund is $13.72. We determine the value of Secured Options Portfolio from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Secured Options is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Secured Mutual Fund. However, Secured Options' 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 13.72 | Real 13.92 | Hype 13.72 |
The intrinsic value of Secured Options' 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 Secured Options' 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 Secured Options Portfolio helps investors to forecast how Secured 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 Secured Options more accurately as focusing exclusively on Secured Options' fundamentals will not take into account other important factors: Secured Options Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Secured Options' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Secured Options Portfolio, and traders can use it to determine the average amount a Secured Options' 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 = -0.0879
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GTSOX |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Secured Options 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 Secured Options by adding Secured Options to a well-diversified portfolio.
Secured Options Fundamentals Growth
Secured Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Secured Options, and Secured Options 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 Secured Mutual Fund performance.
| Price To Earning | 19.21 X | ||||
| Price To Book | 2.66 X | ||||
| Price To Sales | 1.86 X | ||||
| Total Asset | 59.48 M | ||||
About Secured Options Performance
Evaluating Secured Options' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Secured Options 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 Secured Options 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.
Under normal market circumstances, at least 80 percent of the value of the Portfolios total assets will be subject to secured option strategies, which are written covered call andor secured put options on stock index ETFs, stock indices andor individual stocks held by the Portfolio.Things to note about Secured Options Portfolio performance evaluation
Checking the ongoing alerts about Secured Options for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Secured Options Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Secured Options generated a negative expected return over the last 90 days | |
| The fund retains about 17.37% of its assets under management (AUM) in cash |
- Analyzing Secured Options' 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 Secured Options' stock is overvalued or undervalued compared to its peers.
- Examining Secured Options' 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 Secured Options' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Secured Options' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Secured Options' mutual fund. These opinions can provide insight into Secured Options' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Secured Mutual Fund
Secured Options financial ratios help investors to determine whether Secured 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 Secured with respect to the benefits of owning Secured Options security.
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