Guggenheim Diversified Financial Statements From 2010 to 2024
| GUDAX Fund | USD 25.43 0.00 0.00% |
Check Guggenheim Diversified 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 Diversified Valuation or Volatility modules.
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Guggenheim Diversified Income Mutual Fund One Year Return Analysis
Guggenheim Diversified'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 Diversified One Year Return | 9.31 % |
Most of Guggenheim Diversified'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 Diversified Income 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 Diversified Income has an One Year Return of 9.3084%. This is 231.26% higher than that of the Guggenheim Investments family and significantly higher than that of the Allocation--30% to 50% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Guggenheim Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Diversified's current stock value. Our valuation model uses many indicators to compare Guggenheim Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Diversified competition to find correlations between indicators driving Guggenheim Diversified's intrinsic value. More Info.Guggenheim Diversified Income 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 5.28 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 Diversified by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Guggenheim Diversified'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 Diversified's earnings, one of the primary drivers of an investment's value.About Guggenheim Diversified Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Guggenheim Diversified income statement, its balance sheet, and the statement of cash flows. Guggenheim Diversified investors use historical funamental indicators, such as Guggenheim Diversified's revenue or net income, to determine how well the company is positioned to perform in the future. Although Guggenheim Diversified investors may use each financial statement separately, they are all related. The changes in Guggenheim Diversified's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Guggenheim Diversified'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 Diversified Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Guggenheim Diversified. Please read more on our technical analysis and fundamental analysis pages.
The Advisor intends to pursue the funds investment objective by constructing a broadly diversified global portfolio with exposure across multiple high-income asset classes that provide an opportunity for growth. The fund seeks diversification by investing primarily in asset classes that Guggenheim Partners Investment Management, LLC believes provide exposure to different geographic regions, different positions in issuers capital structures and different investment styles.
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Check out the analysis of Guggenheim Diversified Correlation against competitors. Note that the Guggenheim Diversified information on this page should be used as a complementary analysis to other Guggenheim Diversified'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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.