Guggenheim Limited Financials
| GILFX Fund | USD 23.94 0.02 0.08% |
Guggenheim |
Please note that past performance is not an indicator of the future performance of Guggenheim Limited, 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 Limited Fund Summary
Guggenheim Limited competes with Guggenheim Macro, Guggenheim Total, Guggenheim Floating, Lord Abbett, and Performance Trust. 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.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Guggenheim Investments |
| Mutual Fund Family | Guggenheim Investments |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | NYSE Composite |
| Phone | 800 820 0888 |
| Currency | USD - US Dollar |
You should never invest in Guggenheim Limited Duration 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 Limited'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 Limited Key Financial Ratios
Generally speaking, Guggenheim Limited's financial ratios allow both analysts and investors to convert raw data from Guggenheim Limited's financial statements into concise, actionable information that can be used to evaluate the performance of Guggenheim Limited 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 Limited reports annually and quarterly.Guggenheim Financial Ratios 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.Guggenheim Limited Systematic Risk
Guggenheim Limited's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guggenheim Limited 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Guggenheim Limited correlated with the market. If Beta is less than 0 Guggenheim Limited generally moves in the opposite direction as compared to the market. If Guggenheim Limited Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guggenheim Limited is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guggenheim Limited is generally in the same direction as the market. If Beta > 1 Guggenheim Limited moves generally in the same direction as, but more than the movement of the benchmark.
Guggenheim Limited April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guggenheim Limited help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guggenheim Limited Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guggenheim Limited Duration 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 Limited's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1454 | |||
| Information Ratio | (0.48) | |||
| Maximum Drawdown | 0.8767 | |||
| Value At Risk | (0.21) | |||
| Potential Upside | 0.2081 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Guggenheim Limited Duration. 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 census. 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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.