Gmo E Plus Fund One Year Return
| GUGAX Fund | USD 16.98 0.08 0.47% |
Gmo E Plus fundamentals help investors to digest information that contributes to Gmo E's financial success or failures. It also enables traders to predict the movement of Gmo Mutual Fund. The fundamental analysis module provides a way to measure Gmo E'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 Gmo E mutual fund.
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Gmo E Plus Mutual Fund One Year Return Analysis
Gmo E'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 Gmo E One Year Return | (0.70) % |
Most of Gmo E'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, Gmo E Plus 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, Gmo E Plus has an One Year Return of -0.7046%. This is 86.9% lower than that of the GMO family and significantly lower than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably higher than that of the company.
Gmo One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Gmo E'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 Gmo E could also be used in its relative valuation, which is a method of valuing Gmo E by comparing valuation metrics of similar companies.Gmo E is rated below average in one year return among similar funds.
Fund Asset Allocation for Gmo E
The fund invests 21.49% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (58.34%) , cash (16.16%) and various exotic instruments.Asset allocation divides Gmo E'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.
Gmo Fundamentals
| Total Asset | 123.91 M | ||||
| Annual Yield | 0.08 % | ||||
| Year To Date Return | 6.02 % | ||||
| One Year Return | (0.70) % | ||||
| Three Year Return | (4.28) % | ||||
| Five Year Return | (0.52) % | ||||
| Ten Year Return | 5.46 % | ||||
| Net Asset | 727.12 M | ||||
| Minimum Initial Investment | 5 M | ||||
| Cash Position Weight | 16.16 % | ||||
| Equity Positions Weight | 21.49 % | ||||
| Bond Positions Weight | 58.34 % |
About Gmo E Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Gmo E Plus's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Gmo E using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Gmo E Plus 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.
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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 Gmo E Plus. 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 nation. Note that the Gmo E Plus information on this page should be used as a complementary analysis to other Gmo E'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 Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.