The Gabelli Healthcare Fund Manager Performance Evaluation
| XXGRX Fund | USD 11.26 0.06 0.53% |
The fund retains a Market Volatility (i.e., Beta) of -0.13, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Gabelli Healthcare are expected to decrease at a much lower rate. During the bear market, Gabelli Healthcare is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Gabelli Healthcare are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Gabelli Healthcare is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6000 |
Gabelli |
Gabelli Healthcare Relative Risk vs. Return Landscape
If you would invest 1,115 in The Gabelli Healthcare on December 25, 2024 and sell it today you would earn a total of 11.00 from holding The Gabelli Healthcare or generate 0.99% return on investment over 90 days. The Gabelli Healthcare is currently producing 0.0212% returns and takes up 0.9658% volatility of returns over 90 trading days. Put another way, 8% 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 Healthcare Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gabelli Healthcare's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Gabelli Healthcare, and traders can use it to determine the average amount a Gabelli Healthcare'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 = 0.022
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XXGRX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Gabelli Healthcare is performing at about 1% 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 Gabelli Healthcare by adding it to a well-diversified portfolio.
Gabelli Healthcare Fundamentals Growth
Gabelli Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gabelli Healthcare, and Gabelli Healthcare 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 Healthcare Performance
Evaluating Gabelli Healthcare's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gabelli Healthcare 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 Healthcare 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 Healthcare is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about The Gabelli Healthcare performance evaluation
Checking the ongoing alerts about Gabelli Healthcare for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for The Gabelli Healthcare help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Gabelli Healthcare's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Gabelli Healthcare's mutual fund performance include:- Analyzing Gabelli Healthcare'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 Healthcare's stock is overvalued or undervalued compared to its peers.
- Examining Gabelli Healthcare'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 Healthcare's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gabelli Healthcare's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gabelli Healthcare's mutual fund. These opinions can provide insight into Gabelli Healthcare's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gabelli Mutual Fund
Gabelli Healthcare 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 Healthcare security.
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