Guggenheim Mid Financials
| SVUIX Fund | USD 8.15 0.01 0.12% |
Guggenheim |
Please note that past performance is not an indicator of the future performance of Guggenheim Mid, 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 Mid Fund Summary
Guggenheim Mid competes with Nexpoint Real, Short Real, Fidelity Real, Davis Real, and Multi-manager Global. The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of equity securities, which include common stocks, rights, options, warrants, convertible debt securities, and American Depositary Receipts , that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 2500 Value Index. Guggenheim Mid is traded on NASDAQ Exchange in the United States.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Guggenheim Investments |
| Mutual Fund Family | Guggenheim Investments |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | NYSE Composite |
| Phone | 800 820 0888 |
| Currency | USD - US Dollar |
You should never invest in Guggenheim Mid 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 Mid'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 Mid Key Financial Ratios
Generally speaking, Guggenheim Mid's financial ratios allow both analysts and investors to convert raw data from Guggenheim Mid's financial statements into concise, actionable information that can be used to evaluate the performance of Guggenheim Mid 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 Mid Cap reports annually and quarterly.Guggenheim Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Mid's current stock value. Our valuation model uses many indicators to compare Guggenheim Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Mid competition to find correlations between indicators driving Guggenheim Mid's intrinsic value. More Info.Guggenheim Mid Cap is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Guggenheim Mid Cap is roughly 12.07 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Guggenheim Mid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Guggenheim Mid'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 Mid's earnings, one of the primary drivers of an investment's value.Guggenheim Mid Cap Systematic Risk
Guggenheim Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guggenheim Mid 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 Mid Cap correlated with the market. If Beta is less than 0 Guggenheim Mid generally moves in the opposite direction as compared to the market. If Guggenheim Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guggenheim Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guggenheim Mid is generally in the same direction as the market. If Beta > 1 Guggenheim Mid moves generally in the same direction as, but more than the movement of the benchmark.
Guggenheim Mid April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guggenheim Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guggenheim Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guggenheim Mid 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 Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9551 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 4.43 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.35 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Guggenheim Mid 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 gross domestic product. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.