Guidemark Large Cap Fund Manager Performance Evaluation

GMLGX Fund  USD 35.65  0.12  0.34%   
The fund retains a Market Volatility (i.e., Beta) of 0.87, which attests to possible diversification benefits within a given portfolio. Guidemark(r) Large returns are very sensitive to returns on the market. As the market goes up or down, Guidemark(r) Large is expected to follow.

Risk-Adjusted Performance

21 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Guidemark Large Cap are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Guidemark(r) Large showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio0.8900
  

Guidemark(r) Large Relative Risk vs. Return Landscape

If you would invest  3,135  in Guidemark Large Cap on September 9, 2024 and sell it today you would earn a total of  430.00  from holding Guidemark Large Cap or generate 13.72% return on investment over 90 days. Guidemark Large Cap is currently producing 0.2005% returns and takes up 0.7177% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Guidemark(r), and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Guidemark(r) Large is expected to generate 1.0 times more return on investment than the market. However, the company is 1.0 times less risky than the market. It trades about 0.28 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.19 per unit of risk.

Guidemark(r) Large Current Valuation

Undervalued
Today
35.65
Please note that Guidemark(r) Large's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Guidemark Large Cap retains a regular Real Value of $35.22 per share. The prevalent price of the fund is $35.65. We determine the value of Guidemark Large Cap 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 Guidemark(r) Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guidemark(r) Mutual Fund. However, Guidemark(r) Large'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  35.65 Real  35.22 Hype  31.69 Naive  35.75
The intrinsic value of Guidemark(r) Large'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 Guidemark(r) Large'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.
35.22
Real Value
35.94
Upside
Estimating the potential upside or downside of Guidemark Large Cap helps investors to forecast how Guidemark(r) 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 Guidemark(r) Large more accurately as focusing exclusively on Guidemark(r) Large's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
33.7234.8535.97
Details
Hype
Prediction
LowEstimatedHigh
30.9731.6932.41
Details
Naive
Forecast
LowNext ValueHigh
35.0435.7536.47
Details

Guidemark(r) Large Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Guidemark(r) Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guidemark Large Cap, and traders can use it to determine the average amount a Guidemark(r) Large'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 = 0.2793

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Estimated Market Risk

 0.72
  actual daily
6
94% of assets are more volatile

Expected Return

 0.2
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.28
  actual daily
21
79% of assets perform better
Based on monthly moving average Guidemark(r) Large is performing at about 21% 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 Guidemark(r) Large by adding it to a well-diversified portfolio.

Guidemark(r) Large Fundamentals Growth

Guidemark(r) Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guidemark(r) Large, and Guidemark(r) Large 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 Guidemark(r) Mutual Fund performance.

About Guidemark(r) Large Performance

Evaluating Guidemark(r) Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guidemark(r) Large 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 Guidemark(r) Large 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in the securities of large capitalization companies. The sub-advisor considers large capitalization companies to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 1000 Index. It also may invest in derivatives such as futures, forwards and other similar instruments in order to equitize cash balances by gaining exposure to relevant equity markets.

Things to note about Guidemark Large Cap performance evaluation

Checking the ongoing alerts about Guidemark(r) Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guidemark Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains 99.23% of its assets under management (AUM) in equities
Evaluating Guidemark(r) Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Guidemark(r) Large's mutual fund performance include:
  • Analyzing Guidemark(r) Large'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 Guidemark(r) Large's stock is overvalued or undervalued compared to its peers.
  • Examining Guidemark(r) Large'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 Guidemark(r) Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guidemark(r) Large's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Guidemark(r) Large's mutual fund. These opinions can provide insight into Guidemark(r) Large's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Guidemark(r) Large's mutual fund performance is not an exact science, and many factors can impact Guidemark(r) Large's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Guidemark(r) Mutual Fund

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