Great West Bond Index Fund Manager Performance Evaluation
| MXCOX Fund | USD 8.34 0.01 0.12% |
The fund retains a Market Volatility (i.e., Beta) of 0.0219, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Great West's returns are expected to increase less than the market. However, during the bear market, the loss of holding Great West is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Great West Bond Index are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Great West is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreGreat |
Great West Relative Risk vs. Return Landscape
If you would invest 809.00 in Great West Bond Index on December 23, 2024 and sell it today you would earn a total of 25.00 from holding Great West Bond Index or generate 3.09% return on investment over 90 days. Great West Bond Index is currently producing 0.0503% returns and takes up 0.2862% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Great, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Great West Current Valuation
Fairly Valued
Today
Please note that Great West's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Great West Bond retains a regular Real Value of $8.3 per share. The prevalent price of the fund is $8.34. We determine the value of Great West Bond 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 Great West is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Great Mutual Fund. However, Great West'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 8.34 | Real 8.3 | Hype 8.34 | Naive 8.33 |
The intrinsic value of Great West'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 Great West'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 Great West Bond Index helps investors to forecast how Great 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 Great West more accurately as focusing exclusively on Great West's fundamentals will not take into account other important factors: Great West Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Great West's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Great West Bond Index, and traders can use it to determine the average amount a Great West'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 = 0.1758
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | MXCOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Great West is performing at about 13% 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 Great West by adding it to a well-diversified portfolio.
Great West Fundamentals Growth
Great Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Great West, and Great West 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 Great Mutual Fund performance.
| Total Asset | 2.3 B | ||||
About Great West Performance
Evaluating Great West's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Great West 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 Great West 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 normally invests at least 80 percent of its net assets in securities included in the benchmark index and, using sampling techniques, a portfolio of securities designed to give the fund the relevant comparable attributes of the benchmark index. The index includes over 12,000 securities and covers the U.S. investment grade bond market, including corporate bonds, government securities, mortgage-backed securities.Things to note about Great West Bond performance evaluation
Checking the ongoing alerts about Great West for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Great West Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of 0.0% | |
| Great West Bond maintains about 98.85% of its assets in bonds |
- Analyzing Great West'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 Great West's stock is overvalued or undervalued compared to its peers.
- Examining Great West'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 Great West's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Great West's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Great West's mutual fund. These opinions can provide insight into Great West's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Great Mutual Fund
Great West financial ratios help investors to determine whether Great 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 Great with respect to the benefits of owning Great West security.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |