Global Multi Strategy Fund Manager Performance Evaluation
| PGLSX Fund | USD 11.35 0.02 0.18% |
The fund retains a Market Volatility (i.e., Beta) of 0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Global Multi-strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Multi-strategy is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Global Multi Strategy Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Global Multi-strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6500 |
Global |
Global Multi-strategy Relative Risk vs. Return Landscape
If you would invest 1,109 in Global Multi Strategy Fund on September 2, 2024 and sell it today you would earn a total of 26.00 from holding Global Multi Strategy Fund or generate 2.34% return on investment over 90 days. Global Multi Strategy Fund is currently producing 0.0365% returns and takes up 0.2239% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Global, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Multi-strategy Current Valuation
Fairly Valued
Today
Please note that Global Multi-strategy's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Global Multi Strategy retains a regular Real Value of $11.32 per share. The prevalent price of the fund is $11.35. We determine the value of Global Multi Strategy 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 Global Multi-strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Multi-strategy'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 11.35 | Real 11.32 | Hype 11.35 | Naive 11.36 |
The intrinsic value of Global Multi-strategy'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 Global Multi-strategy'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 Global Multi Strategy Fund helps investors to forecast how Global 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 Global Multi-strategy more accurately as focusing exclusively on Global Multi-strategy's fundamentals will not take into account other important factors: Global Multi-strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Multi-strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Multi Strategy Fund, and traders can use it to determine the average amount a Global Multi-strategy'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 = 0.1629
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGLSX |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Global Multi-strategy is performing at about 12% 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 Global Multi-strategy by adding it to a well-diversified portfolio.
Global Multi-strategy Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Multi-strategy, and Global Multi-strategy 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 Global Mutual Fund performance.
| Total Asset | 479.62 M | ||||
About Global Multi-strategy Performance
Evaluating Global Multi-strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Multi-strategy 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 Global Multi-strategy 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 in a broad range of instruments including, but not limited to, equities, bonds, currencies, commodities, convertible securities, and bank loans. Under normal market conditions, it invests in securities of issuers located throughout the world, including the U.S., invests at least 30 percent of its net assets in foreign and emerging market securities, and holds investments tied economically to at least twenty countries.Things to note about Global Multi Strategy performance evaluation
Checking the ongoing alerts about Global Multi-strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Multi Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 64.31% of its assets in cash |
- Analyzing Global Multi-strategy'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 Global Multi-strategy's stock is overvalued or undervalued compared to its peers.
- Examining Global Multi-strategy'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 Global Multi-strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Multi-strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Multi-strategy's mutual fund. These opinions can provide insight into Global Multi-strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Multi-strategy financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Multi-strategy security.
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