Global Franchise Portfolio Fund Manager Performance Evaluation
| MSGFX Fund | USD 32.85 0.02 0.06% |
The fund retains a Market Volatility (i.e., Beta) of 0.96, which attests to possible diversification benefits within a given portfolio. Global Franchise returns are very sensitive to returns on the market. As the market goes up or down, Global Franchise is expected to follow.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Global Franchise Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Global Franchise is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Northland employees and alumni seek more time to raise funds as college faces closure - WPR | 03/27/2024 |
2 | Fees for funds keep dropping, and investors pocket the rewards - Quartz | 03/28/2024 |
| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.9000 |
Global |
Global Franchise Relative Risk vs. Return Landscape
If you would invest 3,329 in Global Franchise Portfolio on January 26, 2024 and sell it today you would lose (44.00) from holding Global Franchise Portfolio or give up 1.32% of portfolio value over 90 days. Global Franchise Portfolio is currently producing negative expected returns and takes up 0.693% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Global, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Franchise Current Valuation
Fairly Valued
Today
Please note that Global Franchise's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Global Franchise Por retains a regular Real Value of $32.98 per share. The prevalent price of the fund is $32.85. We determine the value of Global Franchise Por from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Our valuation method for Global Franchise Portfolio is useful when determining the fair value of the Global mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Global Franchise. Since Global Franchise is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Franchise's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 32.85 | Real 32.98 | Hype 32.85 | Naive 33.06 |
The real value of Global Mutual Fund, also known as its intrinsic value, is the underlying worth of Global Franchise Por Mutual Fund, which is reflected in its stock price. It is based on Global Franchise's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Global Franchise's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Global Franchise's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Global Franchise Portfolio helps investors to forecast how Global mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Global Franchise more accurately as focusing exclusively on Global Franchise's fundamentals will not take into account other important factors: Global Franchise Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Franchise's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Franchise Portfolio, and traders can use it to determine the average amount a Global Franchise's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0275
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MSGFX |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Global Franchise is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Global Franchise by adding Global Franchise to a well-diversified portfolio.
Global Franchise Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Franchise, and Global Franchise fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Global Mutual Fund performance.
| Total Asset | 109.96 M | |||
About Global Franchise Performance
To evaluate Global Franchise Por Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Global Franchise generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Global Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Global Franchise Por market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Global's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund seeks long-term capital appreciation by investing primarily in equity securities of issuers located throughout the world that they believe have, among other things, sustainable competitive advantages, capable management and financial strength. Normally, it invests in securities of issuers from at least three different countries, which may include the United States. The fund may concentrate its holdings in a relatively small number of companies and may invest up to 25 percent of its total assets in a single issuer. It may utilize foreign currency forward exchange contracts.Things to note about Global Franchise Por performance evaluation
Checking the ongoing alerts about Global Franchise for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Franchise Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Global Franchise Por generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Fees for funds keep dropping, and investors pocket the rewards - Quartz | |
| The fund maintains 98.08% of its assets in stocks |
- Analyzing Global Franchise's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Global Franchise's stock is overvalued or undervalued compared to its peers.
- Examining Global Franchise's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Global Franchise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Franchise's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Franchise's mutual fund. These opinions can provide insight into Global Franchise's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Global Franchise Portfolio. 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 Global Franchise Por information on this page should be used as a complementary analysis to other Global Franchise'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 Dashboard module to portfolio dashboard that provides centralized access to all your investments.