Guggenheim Large Cap Fund Manager Performance Evaluation
| SECIX Fund | USD 50.92 0.33 0.64% |
The fund retains a Market Volatility (i.e., Beta) of 0.77, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Guggenheim Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guggenheim Large is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Guggenheim Large Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Guggenheim Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 1.1000 |
Guggenheim |
Guggenheim Large Relative Risk vs. Return Landscape
If you would invest 4,715 in Guggenheim Large Cap on September 5, 2024 and sell it today you would earn a total of 377.00 from holding Guggenheim Large Cap or generate 8.0% return on investment over 90 days. Guggenheim Large Cap is currently producing 0.1222% returns and takes up 0.6279% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Guggenheim, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guggenheim Large Current Valuation
Fairly Valued
Today
Please note that Guggenheim Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Guggenheim Large Cap retains a regular Real Value of $50.44 per share. The prevalent price of the fund is $50.92. We determine the value of Guggenheim 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 Guggenheim Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guggenheim Mutual Fund. However, Guggenheim 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 50.92 | Real 50.44 | Hype 50.92 | Naive 51.06 |
The intrinsic value of Guggenheim 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 Guggenheim 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 Guggenheim Large Cap helps investors to forecast how Guggenheim 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 Guggenheim Large more accurately as focusing exclusively on Guggenheim Large's fundamentals will not take into account other important factors: Guggenheim Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guggenheim Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guggenheim Large Cap, and traders can use it to determine the average amount a Guggenheim 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 = 0.1946
| Best Portfolio | Best Equity | |||
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| Cash | SECIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Guggenheim Large is performing at about 15% 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 Guggenheim Large by adding it to a well-diversified portfolio.
Guggenheim Large Fundamentals Growth
Guggenheim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guggenheim Large, and Guggenheim 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 Guggenheim Mutual Fund performance.
| Price To Earning | 16.81 X | ||||
| Price To Book | 1.63 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 39.8 M | ||||
About Guggenheim Large Performance
Evaluating Guggenheim Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guggenheim 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 Guggenheim 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 pursues its objective by investing at least 80 percent of its assets in large-capitalization securities that the Adviser considers having value characteristics. The managers define value as investments that appear to be undervalued relative to assets, earnings, growth potential or cash flows. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible debt securities of U.S. and U.S. dollar-denominated foreign issuers, and ADRs.Things to note about Guggenheim Large Cap performance evaluation
Checking the ongoing alerts about Guggenheim Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guggenheim Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Guggenheim Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Guggenheim Large's mutual fund performance include:- Analyzing Guggenheim 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 Guggenheim Large's stock is overvalued or undervalued compared to its peers.
- Examining Guggenheim 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 Guggenheim Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guggenheim Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guggenheim Large's mutual fund. These opinions can provide insight into Guggenheim Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Large financial ratios help investors to determine whether Guggenheim 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 Guggenheim with respect to the benefits of owning Guggenheim Large security.
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