Guggenheim Limited Financial Statements From 2010 to 2024
| GILFX Fund | USD 23.96 0.02 0.08% |
Check Guggenheim Limited financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Guggenheim main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Guggenheim financial statements analysis is a perfect complement when working with Guggenheim Limited Valuation or Volatility modules.
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Guggenheim Limited Duration Mutual Fund One Year Return Analysis
Guggenheim Limited's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Guggenheim Limited One Year Return | 4.39 % |
Most of Guggenheim Limited's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Guggenheim Limited Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Guggenheim Limited Duration has an One Year Return of 4.3853%. This is 56.06% higher than that of the Guggenheim Investments family and significantly higher than that of the Short-Term Bond category. The one year return for all United States funds is notably lower than that of the firm.
Guggenheim Limited Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Limited's current stock value. Our valuation model uses many indicators to compare Guggenheim Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Limited competition to find correlations between indicators driving Guggenheim Limited's intrinsic value. More Info.Guggenheim Limited Duration is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 19.10 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Guggenheim Limited by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Guggenheim Limited's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Guggenheim Limited's earnings, one of the primary drivers of an investment's value.About Guggenheim Limited Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Guggenheim Limited income statement, its balance sheet, and the statement of cash flows. Guggenheim Limited investors use historical funamental indicators, such as Guggenheim Limited's revenue or net income, to determine how well the company is positioned to perform in the future. Although Guggenheim Limited investors may use each financial statement separately, they are all related. The changes in Guggenheim Limited's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Guggenheim Limited's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Guggenheim Limited Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Guggenheim Limited. Please read more on our technical analysis and fundamental analysis pages.
The advisor intends to pursue the funds investment objective by investing at least 80 percent of its assets in a diversified portfolio of debt securities, financial instruments that should perform similarly to debt securities and investment vehicles that provide exposure to debt securities, and debt-like securities, including individual securities, investment vehicles and derivatives giving exposure to fixed-income markets.
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Try AI Portfolio ArchitectCheck out the analysis of Guggenheim Limited Correlation against competitors. Note that the Guggenheim Limited information on this page should be used as a complementary analysis to other Guggenheim Limited'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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.