Global Strategist Portfolio Fund Manager Performance Evaluation
| MPBAX Fund | USD 18.67 0.10 0.54% |
The fund retains a Market Volatility (i.e., Beta) of 0.35, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Global Strategist's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Strategist is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Global Strategist Portfolio are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Global Strategist 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 | 27th of January 2023 | |
| Expense Ratio | 0.7400 |
Global |
Global Strategist Relative Risk vs. Return Landscape
If you would invest 1,826 in Global Strategist Portfolio on September 2, 2024 and sell it today you would earn a total of 41.00 from holding Global Strategist Portfolio or generate 2.25% return on investment over 90 days. Global Strategist Portfolio is currently producing 0.0355% returns and takes up 0.4036% volatility of returns over 90 trading days. Put another way, 3% 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 Strategist Current Valuation
Fairly Valued
Today
Please note that Global Strategist's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Global Strategist retains a regular Real Value of $18.62 per share. The prevalent price of the fund is $18.67. We determine the value of Global Strategist 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 Strategist is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Strategist'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 18.67 | Real 18.62 | Hype 18.67 | Naive 18.71 |
The intrinsic value of Global Strategist'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 Strategist'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 Strategist Portfolio 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 Strategist more accurately as focusing exclusively on Global Strategist's fundamentals will not take into account other important factors: Global Strategist Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Strategist's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Strategist Portfolio, and traders can use it to determine the average amount a Global Strategist'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 = 0.088
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MPBAX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Global Strategist is performing at about 6% 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 Global Strategist by adding it to a well-diversified portfolio.
Global Strategist Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Strategist, and Global Strategist 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 | 16.11 X | ||||
| Price To Book | 1.75 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 17.79 M | ||||
About Global Strategist Performance
Evaluating Global Strategist's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Strategist 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 Strategist 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 primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers. Equity securities may include common and preferred stocks, depositary receipts, convertible securities, equity-linked securities, real estate investment trusts , rights and warrants to purchase equity securities and limited partnership interests. It may invest a portion of its assets in below investment grade fixed-income securities. The fund may also invest in restricted and illiquid securities.Things to note about Global Strategist performance evaluation
Checking the ongoing alerts about Global Strategist for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Strategist help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Lakshya SIP Baroda BNP Paribas Mutual Fund launches a mix of SIP, SWP plans check details for investment - Business Today | |
| The fund maintains about 6.58% of its assets in cash |
- Analyzing Global Strategist'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 Strategist's stock is overvalued or undervalued compared to its peers.
- Examining Global Strategist'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 Strategist's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Strategist's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Strategist's mutual fund. These opinions can provide insight into Global Strategist's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Strategist 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 Strategist security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |