Goodhaven Fund Goodhaven Fund Manager Performance Evaluation
| GOODX Fund | USD 50.64 1.56 2.99% |
The fund retains a Market Volatility (i.e., Beta) of 0.7, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Goodhaven Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Goodhaven Fund is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Goodhaven Fund Goodhaven are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Goodhaven Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Keefe, Bruyette Woods Downgrades Federal National Mortgage Association - Preferred Stock - MSN | 11/20/2024 |
| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 1.1000 |
Goodhaven |
Goodhaven Fund Relative Risk vs. Return Landscape
If you would invest 4,983 in Goodhaven Fund Goodhaven on September 14, 2024 and sell it today you would earn a total of 237.00 from holding Goodhaven Fund Goodhaven or generate 4.76% return on investment over 90 days. Goodhaven Fund Goodhaven is currently producing 0.0746% returns and takes up 0.6393% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Goodhaven, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Goodhaven Fund Current Valuation
Fairly Valued
Today
Please note that Goodhaven Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Goodhaven Fund Goodhaven retains a regular Real Value of $52.26 per share. The prevalent price of the fund is $50.64. We determine the value of Goodhaven Fund Goodhaven from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Goodhaven Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Goodhaven Mutual Fund. However, Goodhaven Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 50.64 | Real 52.26 | Hype 52.19 | Naive 51.35 |
The intrinsic value of Goodhaven Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Goodhaven Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Goodhaven Fund Goodhaven helps investors to forecast how Goodhaven mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Goodhaven Fund more accurately as focusing exclusively on Goodhaven Fund's fundamentals will not take into account other important factors: Goodhaven Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Goodhaven Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Goodhaven Fund Goodhaven, and traders can use it to determine the average amount a Goodhaven Fund'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 = 0.1167
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| Cash | GOODX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Goodhaven Fund is performing at about 9% 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 Goodhaven Fund by adding it to a well-diversified portfolio.
Goodhaven Fund Fundamentals Growth
Goodhaven Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Goodhaven Fund, and Goodhaven Fund 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 Goodhaven Mutual Fund performance.
| Price To Earning | 20.18 X | ||||
| Price To Book | 0.98 X | ||||
| Price To Sales | 0.65 X | ||||
About Goodhaven Fund Performance
Evaluating Goodhaven Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Goodhaven Fund 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 Goodhaven Fund 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.
The fund primarily invests in a focused portfolio of equity securities. It typically invests in fixed-income securities to benefit from prevailing total returns that the Advisors fundamental research indicates are higher than warranted, without focusing on the coupon, duration or maturity of a particular issue or credit rating of that issuer. The fund may also invest in companies of any size market capitalization. It may invest up to 100 percent of its net assets in foreign securities including up to 50 percent of its net assets in emerging market securities. The fund is non-diversified.Things to note about Goodhaven Fund Goodhaven performance evaluation
Checking the ongoing alerts about Goodhaven Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Goodhaven Fund Goodhaven help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Keefe, Bruyette Woods Downgrades Federal National Mortgage Association - Preferred Stock - MSN | |
| The fund retains about 10.78% of its assets under management (AUM) in cash |
- Analyzing Goodhaven Fund'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 Goodhaven Fund's stock is overvalued or undervalued compared to its peers.
- Examining Goodhaven Fund'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 Goodhaven Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Goodhaven Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Goodhaven Fund's mutual fund. These opinions can provide insight into Goodhaven Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Goodhaven Mutual Fund
Goodhaven Fund financial ratios help investors to determine whether Goodhaven 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 Goodhaven with respect to the benefits of owning Goodhaven Fund security.
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