Gmo Climate Change Fund Manager Performance Evaluation
| GCCHX Fund | USD 22.33 0.55 2.53% |
The fund retains a Market Volatility (i.e., Beta) of 1.61, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Gmo Climate will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Gmo Climate Change has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical indicators, Gmo Climate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7700 |
Gmo |
Gmo Climate Relative Risk vs. Return Landscape
If you would invest 2,287 in Gmo Climate Change on February 3, 2024 and sell it today you would lose (54.00) from holding Gmo Climate Change or give up 2.36% of portfolio value over 90 days. Gmo Climate Change is currently producing negative expected returns and takes up 1.3906% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Gmo, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gmo Climate Current Valuation
Fairly Valued
Today
Please note that Gmo Climate's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Gmo Climate Change retains a regular Real Value of $22.29 per share. The prevalent price of the fund is $22.33. We determine the value of Gmo Climate Change 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.
Our valuation method for Gmo Climate Change is useful when determining the fair value of the Gmo mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Gmo Climate. Since Gmo Climate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gmo Mutual Fund. However, Gmo Climate'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 22.33 | Real 22.29 | Hype 22.33 |
The real value of Gmo Mutual Fund, also known as its intrinsic value, is the underlying worth of Gmo Climate Change Mutual Fund, which is reflected in its stock price. It is based on Gmo Climate's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Gmo Climate'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 Gmo Climate'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 Gmo Climate Change helps investors to forecast how Gmo 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 Gmo Climate more accurately as focusing exclusively on Gmo Climate's fundamentals will not take into account other important factors: Gmo Climate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gmo Climate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Gmo Climate Change, and traders can use it to determine the average amount a Gmo Climate'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 = -0.068
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| Negative Returns | GCCHX |
Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gmo Climate 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 Gmo Climate by adding Gmo Climate to a well-diversified portfolio.
Gmo Climate Fundamentals Growth
Gmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gmo Climate, and Gmo Climate 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 Gmo Mutual Fund performance.
| Total Asset | 868.74 M | |||
About Gmo Climate Performance
To evaluate Gmo Climate Change Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Gmo Climate generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Gmo Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Gmo Climate Change market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Gmo's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal market conditions, the fund invests at least 80 percent of its assets in companies in climate change-related industries. The advisor considers climate change-related industries to include clean energy, batteries and storage, electric grid, energy efficiency, recycling and pollution control, agriculture, water, and businesses that service such industries. The fund is permitted to invest directly and indirectly in equities of companies tied economically to any country in the world, including emerging countries.Things to note about Gmo Climate Change performance evaluation
Checking the ongoing alerts about Gmo Climate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gmo Climate Change help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gmo Climate Change generated a negative expected return over the last 90 days | |
| The fund generated three year return of -10.0% | |
| Gmo Climate Change retains 96.95% of its assets under management (AUM) in equities |
- Analyzing Gmo Climate'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 Gmo Climate's stock is overvalued or undervalued compared to its peers.
- Examining Gmo Climate'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 Gmo Climate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gmo Climate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gmo Climate's mutual fund. These opinions can provide insight into Gmo Climate's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Gmo Climate Change. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Gmo Climate Change information on this page should be used as a complementary analysis to other Gmo Climate's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.