Guggenheim Macro Financials
| GIOCX Fund | USD 24.10 0.01 0.04% |
Guggenheim |
Please note that past performance is not an indicator of the future performance of Guggenheim Macro, 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 Macro Fund Summary
Guggenheim Macro competes with Guggenheim Total, Guggenheim Floating, Guggenheim Macro, and Guggenheim Macro. The fund invests in a wide range of fixed-income and other debt and equity securities selected from a variety of sectors and credit qualities, principally corporate bonds, syndicated bank loans and other direct lending opportunities, participations in and assignments of syndicated bank loans, asset-backed securities, U.S. government and agency securities, sovereign debt securities, Eurodollar bonds and obligations, mezzanine and preferred securities, commercial paper, zero-coupon bonds, municipal securities, etc.Specialization | Nontraditional Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US40168W5904 |
| Business Address | Guggenheim Investments |
| Mutual Fund Family | Guggenheim Investments |
| Mutual Fund Category | Nontraditional Bond |
| Benchmark | NYSE Composite |
| Phone | 800 820 0888 |
| Currency | USD - US Dollar |
You should never invest in Guggenheim Macro Opportunities 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 Macro'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 Macro Key Financial Ratios
Generally speaking, Guggenheim Macro's financial ratios allow both analysts and investors to convert raw data from Guggenheim Macro's financial statements into concise, actionable information that can be used to evaluate the performance of Guggenheim Macro 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 Macro Opp reports annually and quarterly.Guggenheim Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Macro's current stock value. Our valuation model uses many indicators to compare Guggenheim Macro value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Macro competition to find correlations between indicators driving Guggenheim Macro's intrinsic value. More Info.Guggenheim Macro Opportunities is rated # 2 fund in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Guggenheim Macro Opportunities is roughly 7.25 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Guggenheim Macro by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Guggenheim Macro'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 Macro's earnings, one of the primary drivers of an investment's value.Guggenheim Macro Opp Systematic Risk
Guggenheim Macro's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guggenheim Macro 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Guggenheim Macro Opp correlated with the market. If Beta is less than 0 Guggenheim Macro generally moves in the opposite direction as compared to the market. If Guggenheim Macro Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guggenheim Macro Opp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guggenheim Macro is generally in the same direction as the market. If Beta > 1 Guggenheim Macro moves generally in the same direction as, but more than the movement of the benchmark.
Guggenheim Macro April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guggenheim Macro help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guggenheim Macro Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guggenheim Macro Opportunities 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 Macro's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1726 | |||
| Information Ratio | (0.50) | |||
| Maximum Drawdown | 0.9177 | |||
| Value At Risk | (0.29) | |||
| Potential Upside | 0.2095 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Guggenheim Macro Opportunities. 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 Macro Opp information on this page should be used as a complementary analysis to other Guggenheim Macro'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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.