Great West Large Cap Fund Manager Performance Evaluation
| MXHAX Fund | USD 14.01 0.01 0.07% |
The fund retains a Market Volatility (i.e., Beta) of -0.0319, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Great-west Large are expected to decrease at a much lower rate. During the bear market, Great-west Large is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Great West Large Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Great-west Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0700 |
Great-west |
Great-west Large Relative Risk vs. Return Landscape
If you would invest 1,326 in Great West Large Cap on September 3, 2024 and sell it today you would earn a total of 75.00 from holding Great West Large Cap or generate 5.66% return on investment over 90 days. Great West Large Cap is currently producing 0.0879% returns and takes up 0.6168% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Great-west, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Great-west Large Current Valuation
Fairly Valued
Today
Please note that Great-west Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Great West Large retains a regular Real Value of $13.74 per share. The prevalent price of the fund is $14.01. We determine the value of Great West Large 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 Great-west Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Great-west Mutual Fund. However, Great-west 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 14.01 | Real 13.74 | Hype 14.01 | Naive 14.06 |
The intrinsic value of Great-west 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 Great-west 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.
Estimating the potential upside or downside of Great West Large Cap helps investors to forecast how Great-west 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 Great-west Large more accurately as focusing exclusively on Great-west Large's fundamentals will not take into account other important factors: Great-west Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Great-west Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Great West Large Cap, and traders can use it to determine the average amount a Great-west 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 = 0.1425
| Best Portfolio | Best Equity | |||
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| Cash | MXHAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Great-west Large is performing at about 11% 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 Great-west Large by adding it to a well-diversified portfolio.
Great-west Large Fundamentals Growth
Great-west Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Great-west Large, and Great-west 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 Great-west Mutual Fund performance.
| Total Asset | 894.59 M | |||
About Great-west Large Performance
Evaluating Great-west Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Great-west 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 Great-west 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.
The investment seeks substantial dividend income and also long-term capital appreciation. Great-West Large is traded on NASDAQ Exchange in the United States.Things to note about Great West Large performance evaluation
Checking the ongoing alerts about Great-west Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Great West Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Great-west Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Great-west Large's mutual fund performance include:- Analyzing Great-west 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 Great-west Large's stock is overvalued or undervalued compared to its peers.
- Examining Great-west 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 Great-west Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Great-west Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Great-west Large's mutual fund. These opinions can provide insight into Great-west Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Great-west Mutual Fund
Great-west Large financial ratios help investors to determine whether Great-west 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 Great-west with respect to the benefits of owning Great-west Large security.
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