Guidepath Tactical Allocation Fund Alpha and Beta Analysis

GPTUX Fund  USD 15.11  0.05  0.33%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Guidepath Tactical Allocation. It also helps investors analyze the systematic and unsystematic risks associated with investing in Guidepath(r) Tactical over a specified time horizon. Remember, high Guidepath(r) Tactical's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Guidepath(r) Tactical's market risk premium analysis include:
Beta
0.72
Alpha
0.0461
Risk
0.67
Sharpe Ratio
0.23
Expected Return
0.16
Please note that although Guidepath(r) Tactical alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Guidepath(r) Tactical did 0.05  better than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Guidepath Tactical Allocation fund's relative risk over its benchmark. Guidepath(r) Tactical has a beta of 0.72  . As returns on the market increase, Guidepath(r) Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guidepath(r) Tactical is expected to be smaller as well. .
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
Check out Guidepath(r) Tactical Backtesting, Portfolio Optimization, Guidepath(r) Tactical Correlation, Guidepath(r) Tactical Hype Analysis, Guidepath(r) Tactical Volatility, Guidepath(r) Tactical History and analyze Guidepath(r) Tactical Performance.

Guidepath(r) Tactical Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Guidepath(r) Tactical market risk premium is the additional return an investor will receive from holding Guidepath(r) Tactical long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Guidepath(r) Tactical. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Guidepath(r) Tactical's performance over market.
α0.05   β0.72

Guidepath(r) Tactical expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Guidepath(r) Tactical's Buy-and-hold return. Our buy-and-hold chart shows how Guidepath(r) Tactical performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

Guidepath(r) Tactical Market Price Analysis

Market price analysis indicators help investors to evaluate how Guidepath(r) Tactical mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Guidepath(r) Tactical shares will generate the highest return on investment. By understating and applying Guidepath(r) Tactical mutual fund market price indicators, traders can identify Guidepath(r) Tactical position entry and exit signals to maximize returns.

Guidepath(r) Tactical Return and Market Media

The median price of Guidepath(r) Tactical for the period between Tue, Sep 10, 2024 and Mon, Dec 9, 2024 is 14.57 with a coefficient of variation of 2.82. The daily time series for the period is distributed with a sample standard deviation of 0.41, arithmetic mean of 14.56, and mean deviation of 0.32. The Fund received some media coverage during the period.
 Price Growth (%)  
       Timeline  

About Guidepath(r) Tactical Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Guidepath(r) or other funds. Alpha measures the amount that position in Guidepath(r) Tactical has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Guidepath(r) Tactical in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Guidepath(r) Tactical's short interest history, or implied volatility extrapolated from Guidepath(r) Tactical options trading.

Build Portfolio with Guidepath(r) Tactical

Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.

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Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations

Other Information on Investing in Guidepath(r) Mutual Fund

Guidepath(r) Tactical financial ratios help investors to determine whether Guidepath(r) 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 Guidepath(r) with respect to the benefits of owning Guidepath(r) Tactical security.
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