Guggenheim Large Financials
| GILCX Fund | USD 45.38 0.37 0.82% |
Guggenheim |
Please note that past performance is not an indicator of the future performance of Guggenheim Large, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Guggenheim Large Fund Summary
Guggenheim Large competes with Guggenheim Directional, Guggenheim Directional, Guggenheim Directional, Guggenheim Rbp, and Guggenheim Diversified. The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in equity securities, which include common stocks, rights, options, warrants, convertible debt securities of both U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts , of companies that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 1000 Value Index.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Guggenheim Investments |
| Mutual Fund Family | Guggenheim Investments |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 820 0888 |
| Currency | USD - US Dollar |
You should never invest in Guggenheim Large Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Guggenheim Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Guggenheim Large's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Guggenheim Large Key Financial Ratios
Generally speaking, Guggenheim Large's financial ratios allow both analysts and investors to convert raw data from Guggenheim Large's financial statements into concise, actionable information that can be used to evaluate the performance of Guggenheim Large over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Guggenheim Large Cap reports annually and quarterly.Guggenheim Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Large's current stock value. Our valuation model uses many indicators to compare Guggenheim Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Large competition to find correlations between indicators driving Guggenheim Large's intrinsic value. More Info.Guggenheim Large Cap is one of the top funds in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Guggenheim Large Cap is roughly 10.91 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Guggenheim Large by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Guggenheim Large'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 Large's earnings, one of the primary drivers of an investment's value.Guggenheim Large Cap Systematic Risk
Guggenheim Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guggenheim Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Guggenheim Large Cap correlated with the market. If Beta is less than 0 Guggenheim Large generally moves in the opposite direction as compared to the market. If Guggenheim Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guggenheim Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guggenheim Large is generally in the same direction as the market. If Beta > 1 Guggenheim Large moves generally in the same direction as, but more than the movement of the benchmark.
Guggenheim Large April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guggenheim Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guggenheim Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guggenheim Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Guggenheim Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Guggenheim Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7063 | |||
| Information Ratio | 0.0409 | |||
| Maximum Drawdown | 3.13 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 0.9123 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Guggenheim Large Cap. 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 main economic indicators. Note that the Guggenheim Large Cap information on this page should be used as a complementary analysis to other Guggenheim Large'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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.