Great West Multi Manager Small Fund Manager Performance Evaluation
| MXMSX Fund | USD 9.86 0.10 1.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Great-west Multi-manager's returns are expected to increase less than the market. However, during the bear market, the loss of holding Great-west Multi-manager is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Great West Multi Manager Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreGreat-west |
Great-west Multi-manager Relative Risk vs. Return Landscape
If you would invest 1,164 in Great West Multi Manager Small on December 19, 2024 and sell it today you would lose (178.00) from holding Great West Multi Manager Small or give up 15.29% of portfolio value over 90 days. Great West Multi Manager Small is currently producing negative expected returns and takes up 1.6532% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Great-west, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Great-west Multi-manager Current Valuation
Undervalued
Today
Please note that Great-west Multi-manager's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Great-west Multi-manager retains a regular Real Value of $10.11 per share. The prevalent price of the fund is $9.86. We determine the value of Great-west Multi-manager 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 Multi-manager is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Great-west Mutual Fund. However, Great-west Multi-manager'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 9.86 | Real 10.11 | Hype 9.86 | Naive 10.03 |
The intrinsic value of Great-west Multi-manager'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 Multi-manager'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 Multi Manager Small helps investors to forecast how Great-west 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 Multi-manager more accurately as focusing exclusively on Great-west Multi-manager's fundamentals will not take into account other important factors: Great-west Multi-manager Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Great-west Multi-manager's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Great West Multi Manager Small, and traders can use it to determine the average amount a Great-west Multi-manager'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 = -0.1615
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MXMSX |
Estimated Market Risk
| 1.65 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Great-west Multi-manager 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 Great-west Multi-manager by adding Great-west Multi-manager to a well-diversified portfolio.
Great-west Multi-manager Fundamentals Growth
Great-west Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Great-west Multi-manager, and Great-west Multi-manager 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-west Mutual Fund performance.
| Price To Earning | 20.66 X | ||||
| Price To Book | 2.36 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 100.85 M | ||||
About Great-west Multi-manager Performance
Evaluating Great-west Multi-manager's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Great-west Multi-manager 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 Multi-manager 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 will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of small capitalization companies. For purposes of the 80 percent policy, the funds managers consider small cap companies to be those whose market capitalization falls within the range of the Russell 2000 Index at the time of initial purchase.Things to note about Great-west Multi-manager performance evaluation
Checking the ongoing alerts about Great-west Multi-manager for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Great-west Multi-manager help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Great-west Multi-manager generated a negative expected return over the last 90 days | |
| The fund maintains all of its assets in stocks |
- Analyzing Great-west Multi-manager'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 Multi-manager's stock is overvalued or undervalued compared to its peers.
- Examining Great-west Multi-manager'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 Multi-manager's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Great-west Multi-manager's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Great-west Multi-manager's mutual fund. These opinions can provide insight into Great-west Multi-manager's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Great-west Mutual Fund
Great-west Multi-manager financial ratios help investors to determine whether Great-west 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-west with respect to the benefits of owning Great-west Multi-manager security.
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