International Growth And Fund Manager Performance Evaluation
| CGIEX Fund | USD 37.15 0.19 0.51% |
The fund retains a Market Volatility (i.e., Beta) of 0.28, which attests to not very significant fluctuations relative to the market. As returns on the market increase, International Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding International Growth is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days International Growth And has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, International Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1300 |
International |
International Growth Relative Risk vs. Return Landscape
If you would invest 3,835 in International Growth And on September 19, 2024 and sell it today you would lose (120.00) from holding International Growth And or give up 3.13% of portfolio value over 90 days. International Growth And is currently producing negative expected returns and takes up 0.7076% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than International, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Growth Current Valuation
Fairly Valued
Today
Please note that International Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. International Growth And retains a regular Real Value of $37.35 per share. The prevalent price of the fund is $37.15. We determine the value of International Growth And 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 International Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Growth'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 37.15 | Real 37.35 | Hype 37.15 |
The intrinsic value of International Growth'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 International Growth'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 International Growth And helps investors to forecast how International 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 International Growth more accurately as focusing exclusively on International Growth's fundamentals will not take into account other important factors: International Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as International Growth And, and traders can use it to determine the average amount a International Growth'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 = -0.0667
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| Negative Returns | CGIEX |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average International Growth is not performing at its full potential. However, 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 International Growth by adding International Growth to a well-diversified portfolio.
International Growth Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Growth, and International Growth 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 International Mutual Fund performance.
| Price To Earning | 16.37 X | ||||
| Price To Book | 1.58 X | ||||
| Price To Sales | 1.34 X | ||||
| Total Asset | 11.91 B | ||||
About International Growth Performance
Evaluating International Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Growth 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 International Growth 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 invests primarily in stocks of larger, well-established companies domiciled outside the United States, including in emerging markets and developing countries, that the investment adviser believes have the potential for growth andor to pay dividends. The advisor currently intends to invest at least 90 percent of its assets in issuers whose securities are listed primarily on exchanges outside the United States, cash, cash equivalents and securities held as collateral issued by U.S. issuers.Things to note about International Growth And performance evaluation
Checking the ongoing alerts about International Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Growth And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| International Growth generated a negative expected return over the last 90 days | |
| The fund holds about 9.36% of its assets under management (AUM) in cash |
- Analyzing International Growth'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 International Growth's stock is overvalued or undervalued compared to its peers.
- Examining International Growth'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 International Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Growth's mutual fund. These opinions can provide insight into International Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Growth financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Growth security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |