Global Resources Fund Manager Performance Evaluation
| PSPFX Fund | USD 3.76 0.12 3.09% |
The fund retains a Market Volatility (i.e., Beta) of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Global Resources' returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Resources is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Global Resources Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | U.S. Global Investors Reports Profitability for the First Quarter of 2025 Fiscal Year - U.S. Global Investors | 11/07/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.4700 |
Global |
Global Resources Relative Risk vs. Return Landscape
If you would invest 408.00 in Global Resources Fund on September 20, 2024 and sell it today you would lose (32.00) from holding Global Resources Fund or give up 7.84% of portfolio value over 90 days. Global Resources Fund is currently producing negative expected returns and takes up 0.9786% volatility of returns over 90 trading days. Put another way, 8% 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 Resources Current Valuation
Fairly Valued
Today
Please note that Global Resources' price fluctuation is somewhat reliable at this time. At this time, the entity appears to be fairly valued. Global Resources retains a regular Real Value of $3.82 per share. The prevalent price of the fund is $3.76. We determine the value of Global Resources 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 Resources is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Resources' 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 3.76 | Real 3.82 | Hype 3.77 |
The intrinsic value of Global Resources' 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 Resources' 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 Resources 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 Resources more accurately as focusing exclusively on Global Resources' fundamentals will not take into account other important factors: Global Resources Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Resources' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Resources Fund, and traders can use it to determine the average amount a Global Resources' 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 = -0.1276
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PSPFX |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Global Resources 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 Global Resources by adding Global Resources to a well-diversified portfolio.
Global Resources Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Resources, and Global Resources 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.
| Price To Earning | 13.62 X | ||||
| Price To Book | 1.46 X | ||||
| Price To Sales | 0.77 X | ||||
About Global Resources Performance
Evaluating Global Resources' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Global Resources 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 Resources 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 market conditions, the fund will invest at least 80 percent of its net assets in equity and equity-related securities of companies involved in the natural resources industries, which include, among others, the following industries natural gas, integrated oil companies, hard rock or oil and gas drilling, oil and gas exploration and production, oil and gas refining, oilfield equipmentservices, aluminum, chemicals, base metals and specialty minerals, gold and precious metals, iron and steel, paper and forest products, etc.Things to note about Global Resources performance evaluation
Checking the ongoing alerts about Global Resources for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Resources help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Global Resources generated a negative expected return over the last 90 days | |
| Global Resources generated-5.0 ten year return of -5.0% | |
| This fund maintains 91.86% of its assets in stocks |
- Analyzing Global Resources' 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 Resources' stock is overvalued or undervalued compared to its peers.
- Examining Global Resources' 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 Resources' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Resources' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Resources' mutual fund. These opinions can provide insight into Global Resources' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Mutual Fund
Global Resources 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 Resources security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |