Grandeur Peak Global Fund Buy Hold or Sell Recommendation

GGSYX Fund  USD 16.81  0.15  0.90%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Grandeur Peak Global is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Grandeur Peak Global given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Grandeur Peak Global, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Grandeur Peak Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Grandeur and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Grandeur Peak Global. 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 manufacturing.

Execute Grandeur Peak Buy or Sell Advice

The Grandeur recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Grandeur Peak Global. Macroaxis does not own or have any residual interests in Grandeur Peak Global or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Grandeur Peak's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Grandeur PeakBuy Grandeur Peak
Cautious Hold

Market Performance

ModestDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Grandeur Peak Global has a Mean Deviation of 0.7378, Semi Deviation of 0.9397, Standard Deviation of 0.9749, Variance of 0.9504, Downside Variance of 0.9401 and Semi Variance of 0.8831
Our advice tool can cross-verify current analyst consensus on Grandeur Peak and to analyze the fund potential to grow in the current economic cycle. Please utilize Grandeur Peak Global year to date return, as well as the relationship between the five year return and cash position weight to make buy, hold, or sell decision on Grandeur Peak.

Grandeur Peak Trading Alerts and Improvement Suggestions

The fund generated three year return of -11.0%
Grandeur Peak Global retains 98.54% of its assets under management (AUM) in equities

Grandeur Peak Returns Distribution Density

The distribution of Grandeur Peak's historical returns is an attempt to chart the uncertainty of Grandeur Peak's future price movements. The chart of the probability distribution of Grandeur Peak daily returns describes the distribution of returns around its average expected value. We use Grandeur Peak Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Grandeur Peak returns is essential to provide solid investment advice for Grandeur Peak.
Mean Return
0
Value At Risk
-1.5
Potential Upside
1.51
Standard Deviation
0.97
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Grandeur Peak historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Grandeur Peak Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Grandeur Peak or Grandeur Peak Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Grandeur Peak's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Grandeur fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.03
β
Beta against Dow Jones0.17
σ
Overall volatility
0.86
Ir
Information ratio -0.15

Grandeur Peak Volatility Alert

Grandeur Peak Global has low volatility with Treynor Ratio of -0.03, Maximum Drawdown of 4.09 and kurtosis of 1.75. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Grandeur Peak's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Grandeur Peak's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Grandeur Peak Fundamentals Vs Peers

Comparing Grandeur Peak's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Grandeur Peak's direct or indirect competition across all of the common fundamentals between Grandeur Peak and the related equities. This way, we can detect undervalued stocks with similar characteristics as Grandeur Peak or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Grandeur Peak's fundamental indicators could also be used in its relative valuation, which is a method of valuing Grandeur Peak by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Grandeur Peak to competition
FundamentalsGrandeur PeakPeer Average
Annual Yield0 %0.29 %
Year To Date Return0.30 %0.39 %
One Year Return8.97 %4.15 %
Three Year Return(11.47) %3.60 %
Five Year Return4.37 %3.24 %
Net Asset191.29 M4.11 B
Minimum Initial Investment2 K976.16 K
Cash Position Weight1.17 %10.61 %
Equity Positions Weight98.54 %63.90 %

Grandeur Peak Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Grandeur . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Grandeur Peak Buy or Sell Advice

When is the right time to buy or sell Grandeur Peak Global? Buying financial instruments such as Grandeur Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Grandeur Peak 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 Manufacturing Thematic Idea Now

Manufacturing
Manufacturing Theme
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
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