Guggenheim Total Five Year Return vs. Equity Positions Weight

GIBRX Fund  USD 24.03  0.05  0.21%   
Taking into consideration Guggenheim Total's profitability measurements, Guggenheim Total Return may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Guggenheim Total's ability to earn profits and add value for shareholders.
For Guggenheim Total profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Guggenheim Total to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Guggenheim Total Return utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Guggenheim Total's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Guggenheim Total Return over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Guggenheim Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Guggenheim Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Total's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Guggenheim Total Return Equity Positions Weight vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Total's current stock value. Our valuation model uses many indicators to compare Guggenheim Total value to that of its competitors to determine the firm's financial worth.
Guggenheim Total Return is one of the top funds in five year return among similar funds. It is rated # 4 fund in equity positions weight among similar funds making about  0.82  of Equity Positions Weight per Five Year Return. The ratio of Five Year Return to Equity Positions Weight for Guggenheim Total Return is roughly  1.22 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Guggenheim Total's earnings, one of the primary drivers of an investment's value.

Guggenheim Equity Positions Weight vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Guggenheim Total

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
1.89 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Guggenheim Total

Stock Percentage

 = 

% of Equities

in the fund

 = 
1.55 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Guggenheim Equity Positions Weight Comparison

Guggenheim Total is currently under evaluation in equity positions weight among similar funds.

Guggenheim Total Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Guggenheim Total, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Guggenheim Total will eventually generate negative long term returns. The profitability progress is the general direction of Guggenheim Total's change in net profit over the period of time. It can combine multiple indicators of Guggenheim Total, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its assets in debt securities. While the fund will principally invest in debt securities listed, traded or dealt in developed markets countries globally, it may also invest without limitation in securities listed, traded or dealt in other countries, including emerging markets countries.

Guggenheim Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Guggenheim Total. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Guggenheim Total position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Guggenheim Total's important profitability drivers and their relationship over time.

Use Guggenheim Total in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Guggenheim Total position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Guggenheim Total will appreciate offsetting losses from the drop in the long position's value.

Guggenheim Total Pair Trading

Guggenheim Total Return Pair Trading Analysis

The ability to find closely correlated positions to Guggenheim Total could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Guggenheim Total when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Guggenheim Total - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Guggenheim Total Return to buy it.
The correlation of Guggenheim Total is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Guggenheim Total moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Guggenheim Total Return moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Guggenheim Total can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Guggenheim Total position

In addition to having Guggenheim Total in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Alcohol Thematic Idea Now

Alcohol
Alcohol Theme
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Alcohol Theme or any other thematic opportunities.
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Other Information on Investing in Guggenheim Mutual Fund

To fully project Guggenheim Total's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Guggenheim Total Return at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Guggenheim Total's income statement, its balance sheet, and the statement of cash flows.
Potential Guggenheim Total investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Guggenheim Total investors may work on each financial statement separately, they are all related. The changes in Guggenheim Total's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Guggenheim Total's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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