Global Social Awareness Fund Manager Performance Evaluation
| VCSOX Fund | USD 25.48 0.05 0.20% |
The fund retains a Market Volatility (i.e., Beta) of 0.52, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Global Social's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Social is expected to be smaller as well.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Global Social Awareness are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Global Social may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...moreGlobal |
Global Social Relative Risk vs. Return Landscape
If you would invest 2,381 in Global Social Awareness on December 25, 2024 and sell it today you would earn a total of 167.00 from holding Global Social Awareness or generate 7.01% return on investment over 90 days. Global Social Awareness is currently producing 0.1186% returns and takes up 0.8665% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Global, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Social Current Valuation
Undervalued
Today
Please note that Global Social's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Global Social Awareness retains a regular Real Value of $27.27 per share. The prevalent price of the fund is $25.48. We determine the value of Global Social Awareness 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 Social is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Social'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 25.48 | Real 27.27 | Hype 25.48 | Naive 25.66 |
The intrinsic value of Global Social'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 Social'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 Social Awareness 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 Social more accurately as focusing exclusively on Global Social's fundamentals will not take into account other important factors: Global Social Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Social's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Social Awareness, and traders can use it to determine the average amount a Global Social'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 = 0.1369
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| Cash | VCSOX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Global Social is performing at about 10% 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 Social by adding it to a well-diversified portfolio.
Global Social Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Social, and Global Social 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 | 17.96 X | ||||
| Price To Book | 2.05 X | ||||
| Price To Sales | 1.40 X | ||||
| Total Asset | 377.94 M | ||||
About Global Social Performance
Evaluating Global Social's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Social 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 Social 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 invest at least 80 percent of net assets in the equity securities of companies that meet the funds social criteria located in at least three different countries, with at least 40 percent of net assets in foreign securities, or if conditions are unfavorable, at least 30 percent of net assets in foreign securities.Things to note about Global Social Awareness performance evaluation
Checking the ongoing alerts about Global Social for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Social Awareness help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 7.14% of its net assets in cash |
- Analyzing Global Social'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 Social's stock is overvalued or undervalued compared to its peers.
- Examining Global Social'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 Social's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Social's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Social's mutual fund. These opinions can provide insight into Global Social's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Social 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 Social security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Transaction History View history of all your transactions and understand their impact on performance |