Guggenheim Small Cap Manager Performance
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Guggenheim Small are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Guggenheim Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Guggenheim Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2800 |
Guggenheim |
Guggenheim Small Relative Risk vs. Return Landscape
If you would invest (100.00) in Guggenheim Small Cap on December 14, 2024 and sell it today you would earn a total of 100.00 from holding Guggenheim Small Cap or generate -100.0% return on investment over 90 days. Guggenheim Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Guggenheim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guggenheim Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guggenheim Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guggenheim Small Cap, and traders can use it to determine the average amount a Guggenheim Small'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 = 0.0
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Based on monthly moving average Guggenheim Small 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 Guggenheim Small by adding Guggenheim Small to a well-diversified portfolio.
Guggenheim Small Fundamentals Growth
Guggenheim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guggenheim Small, and Guggenheim Small 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 Guggenheim Mutual Fund performance.
| Price To Earning | 16.91 X | |||
| Price To Book | 1.36 X | |||
| Price To Sales | 0.97 X | |||
| Total Asset | 7.68 M | |||
Things to note about Guggenheim Small Cap performance evaluation
Checking the ongoing alerts about Guggenheim Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guggenheim Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Guggenheim Small Cap is not yet fully synchronised with the market data | |
| Guggenheim Small Cap has some characteristics of a very speculative penny stock | |
| Guggenheim Small Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 5.04% of its assets in cash |
- Analyzing Guggenheim Small'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 Guggenheim Small's stock is overvalued or undervalued compared to its peers.
- Examining Guggenheim Small'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 Guggenheim Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guggenheim Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guggenheim Small's mutual fund. These opinions can provide insight into Guggenheim Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Other Consideration for investing in Guggenheim Mutual Fund
If you are still planning to invest in Guggenheim Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Guggenheim Small's history and understand the potential risks before investing.
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