Growth Fund Of Fund Manager Performance Evaluation

GFAFX Fund  USD 70.93  0.11  0.16%   
The fund retains a Market Volatility (i.e., Beta) of 1.26, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Growth Fund will likely underperform.

Risk-Adjusted Performance

9 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Growth Fund Of are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Growth Fund may actually be approaching a critical reversion point that can send shares even higher in June 2024.
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Expense Ratio Date1st of November 2022
Expense Ratio0.6700
  

Growth Fund Relative Risk vs. Return Landscape

If you would invest  6,630  in Growth Fund Of on February 18, 2024 and sell it today you would earn a total of  463.00  from holding Growth Fund Of or generate 6.98% return on investment over 90 days. Growth Fund Of is currently producing 0.1114% returns and takes up 0.924% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Growth, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Growth Fund is expected to generate 1.59 times more return on investment than the market. However, the company is 1.59 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.16 per unit of risk.

Growth Fund Current Valuation

Fairly Valued
Today
70.93
Please note that Growth Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Growth Fund retains a regular Real Value of $70.4 per share. The prevalent price of the fund is $70.93. We determine the value of Growth Fund 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 Growth Fund Of is useful when determining the fair value of the Growth mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Growth Fund. Since Growth Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Fund'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  70.93 Real  70.4 Hype  70.93 Naive  71.76
The real value of Growth Mutual Fund, also known as its intrinsic value, is the underlying worth of Growth Fund Mutual Fund, which is reflected in its stock price. It is based on Growth Fund's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Growth Fund'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 Growth Fund'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.
70.40
Real Value
71.33
Upside
Estimating the potential upside or downside of Growth Fund Of helps investors to forecast how Growth 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 Growth Fund more accurately as focusing exclusively on Growth Fund's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
66.5369.0871.63
Details
Hype
Prediction
LowEstimatedHigh
70.0070.9371.86
Details
Naive
Forecast
LowNext ValueHigh
70.8371.7672.69
Details

Growth Fund Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Growth Fund Of, and traders can use it to determine the average amount a Growth Fund'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 = 0.1206

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Estimated Market Risk

 0.92
  actual daily
8
92% of assets are more volatile

Expected Return

 0.11
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.12
  actual daily
9
91% of assets perform better
Based on monthly moving average Growth Fund is performing at about 9% of its full potential. 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 Growth Fund by adding it to a well-diversified portfolio.

Growth Fund Fundamentals Growth

Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Fund, and Growth Fund 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 Growth Mutual Fund performance.

About Growth Fund Performance

To evaluate Growth Fund 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 Growth Fund 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 Growth 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 Growth Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Growth'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 invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may invest up to 25 percent of its assets in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the funds assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

Things to note about Growth Fund performance evaluation

Checking the ongoing alerts about Growth Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains about 6.77% of its assets under management (AUM) in cash
Evaluating Growth Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Growth Fund's mutual fund performance include:
  • Analyzing Growth Fund'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 Growth Fund's stock is overvalued or undervalued compared to its peers.
  • Examining Growth Fund'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 Growth Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Fund's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Growth Fund's mutual fund. These opinions can provide insight into Growth Fund's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Growth Fund's mutual fund performance is not an exact science, and many factors can impact Growth Fund's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Growth Fund Of. 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 Growth Fund information on this page should be used as a complementary analysis to other Growth Fund'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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Please note, there is a significant difference between Growth Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Growth Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Growth Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.