Nationwide Geneva Small Fund Manager Performance Evaluation
| NWKDX Fund | USD 86.61 0.99 1.16% |
The fund secures a Beta (Market Risk) of 0.24, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nationwide Geneva's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nationwide Geneva is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Nationwide Geneva Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Nationwide Geneva is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9400 |
Nationwide |
Nationwide Geneva Relative Risk vs. Return Landscape
If you would invest 8,745 in Nationwide Geneva Small on October 6, 2024 and sell it today you would lose (84.00) from holding Nationwide Geneva Small or give up 0.96% of portfolio value over 90 days. Nationwide Geneva Small is currently producing negative expected returns and takes up 1.2526% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Nationwide, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nationwide Geneva Current Valuation
Overvalued
Today
Please note that Nationwide Geneva's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Nationwide Geneva Small secures a last-minute Real Value of $79.68 per share. The latest price of the fund is $86.61. We determine the value of Nationwide Geneva Small from analyzing 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 merge together.
Since Nationwide Geneva is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nationwide Mutual Fund. However, Nationwide Geneva'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 86.61 | Real 79.68 | Hype 86.61 |
The intrinsic value of Nationwide Geneva'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 Nationwide Geneva'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 Nationwide Geneva Small helps investors to forecast how Nationwide 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 Nationwide Geneva more accurately as focusing exclusively on Nationwide Geneva's fundamentals will not take into account other important factors: Nationwide Geneva Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nationwide Geneva's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nationwide Geneva Small, and traders can use it to determine the average amount a Nationwide Geneva'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 = -0.0063
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NWKDX |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nationwide Geneva 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 Nationwide Geneva by adding Nationwide Geneva to a well-diversified portfolio.
Nationwide Geneva Fundamentals Growth
Nationwide Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nationwide Geneva, and Nationwide Geneva 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 Nationwide Mutual Fund performance.
| Price To Earning | 30.05 X | ||||
| Price To Book | 4.31 X | ||||
| Price To Sales | 2.80 X | ||||
| Total Asset | 1.19 B | ||||
About Nationwide Geneva Performance
Evaluating Nationwide Geneva's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nationwide Geneva 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 Nationwide Geneva 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 invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stocks purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80 percent of its net assets in small-cap companies.Things to note about Nationwide Geneva Small performance evaluation
Checking the ongoing alerts about Nationwide Geneva for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nationwide Geneva Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nationwide Geneva generated a negative expected return over the last 90 days | |
| The fund maintains 95.9% of its assets in stocks |
- Analyzing Nationwide Geneva'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 Nationwide Geneva's stock is overvalued or undervalued compared to its peers.
- Examining Nationwide Geneva'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 Nationwide Geneva's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nationwide Geneva's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nationwide Geneva's mutual fund. These opinions can provide insight into Nationwide Geneva's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nationwide Mutual Fund
Nationwide Geneva financial ratios help investors to determine whether Nationwide 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 Nationwide with respect to the benefits of owning Nationwide Geneva security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |