Guinness Atkinson Alternative Fund One Year Return
| GAAEX Fund | USD 5.68 0.09 1.61% |
Guinness Atkinson Alternative fundamentals help investors to digest information that contributes to Guinness Atkinson's financial success or failures. It also enables traders to predict the movement of Guinness Mutual Fund. The fundamental analysis module provides a way to measure Guinness Atkinson's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Guinness Atkinson mutual fund.
Guinness |
Guinness Atkinson Alternative Mutual Fund One Year Return Analysis
Guinness Atkinson's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Guinness Atkinson One Year Return | (17.22) % |
Most of Guinness Atkinson's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Guinness Atkinson Alternative is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Guinness Atkinson Alternative has an One Year Return of -17.2196%. This is 8.44% higher than that of the Guinness Atkinson family and significantly lower than that of the World Small/Mid Stock category. The one year return for all United States funds is notably higher than that of the company.
Guinness One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Guinness Atkinson's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Guinness Atkinson could also be used in its relative valuation, which is a method of valuing Guinness Atkinson by comparing valuation metrics of similar companies.Guinness Atkinson is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Guinness Atkinson
The fund invests 99.6% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.4%) .Asset allocation divides Guinness Atkinson's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Guinness Fundamentals
| Price To Earning | 11.07 X | ||||
| Price To Book | 0.98 X | ||||
| Price To Sales | 0.62 X | ||||
| One Year Return | (17.22) % | ||||
| Three Year Return | (6.01) % | ||||
| Five Year Return | 11.07 % | ||||
| Ten Year Return | (3.85) % | ||||
| Net Asset | 33.68 M | ||||
| Minimum Initial Investment | 5 K | ||||
| Cash Position Weight | 0.40 % | ||||
| Equity Positions Weight | 99.60 % |
About Guinness Atkinson Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Guinness Atkinson Alternative's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Guinness Atkinson using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Guinness Atkinson Alternative based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Guinness Atkinson in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Guinness Atkinson's short interest history, or implied volatility extrapolated from Guinness Atkinson options trading.
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Guinness Atkinson Alternative. 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 income. Note that the Guinness Atkinson information on this page should be used as a complementary analysis to other Guinness Atkinson'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.