Gabelli Utility Trust Fund Manager Performance Evaluation
| XGUTX Fund | USD 3.13 0.01 0.32% |
The fund retains a Market Volatility (i.e., Beta) of -0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Gabelli Utility are expected to decrease at a much lower rate. During the bear market, Gabelli Utility is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Gabelli Utility Trust has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Gabelli Utility is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6200 |
Gabelli |
Gabelli Utility Relative Risk vs. Return Landscape
If you would invest 314.00 in Gabelli Utility Trust on December 14, 2024 and sell it today you would lose (1.00) from holding Gabelli Utility Trust or give up 0.32% of portfolio value over 90 days. Gabelli Utility Trust is currently producing negative expected returns and takes up 0.8527% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Gabelli, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gabelli Utility Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gabelli Utility's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gabelli Utility Trust, and traders can use it to determine the average amount a Gabelli Utility'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 = -0.002
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XGUTX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gabelli Utility 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 Gabelli Utility by adding Gabelli Utility to a well-diversified portfolio.
Gabelli Utility Fundamentals Growth
Gabelli Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gabelli Utility, and Gabelli Utility 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 Gabelli Mutual Fund performance.
About Gabelli Utility Performance
Evaluating Gabelli Utility's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gabelli Utility 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 Gabelli Utility 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.
Gabelli Utility is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Gabelli Utility Trust performance evaluation
Checking the ongoing alerts about Gabelli Utility for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gabelli Utility Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gabelli Utility generated a negative expected return over the last 90 days |
- Analyzing Gabelli Utility'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 Gabelli Utility's stock is overvalued or undervalued compared to its peers.
- Examining Gabelli Utility'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 Gabelli Utility's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gabelli Utility's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gabelli Utility's mutual fund. These opinions can provide insight into Gabelli Utility's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gabelli Mutual Fund
Gabelli Utility financial ratios help investors to determine whether Gabelli 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 Gabelli with respect to the benefits of owning Gabelli Utility security.
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