Guidemark Mutual Fund Manager Performance Evaluation

GILGX -  USA Fund  

USD 29.69  0.64  2.11%

The fund retains a Market Volatility (i.e., Beta) of -0.0794, which attests to not very significant fluctuations relative to the market. Let's try to break down what Guidemark's beta means in this case. As returns on the market increase, returns on owning Guidemark Large are expected to decrease at a much lower rate. During the bear market, Guidemark Large is likely to outperform the market. Although it is extremely important to respect Guidemark Large Cap current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating Guidemark Large Cap technical indicators, you can presently evaluate if the expected return of 0.0224% will be sustainable into the future.

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 Guidemark Performance
2 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Guidemark Large Cap are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Guidemark Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low21.36
Fifty Two Week High30.93
Annual Report Expense Ratio0.59%

Guidemark Large Relative Risk vs. Return Landscape

If you would invest  2,933  in Guidemark Large Cap on June 28, 2021 and sell it today you would earn a total of  36.00  from holding Guidemark Large Cap or generate 1.23% return on investment over 90 days. Guidemark Large Cap is currently producing 0.0224% returns and takes up 0.7396% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Guidemark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Guidemark Large is expected to generate 1.14 times less return on investment than the market. In addition to that, the company is 1.01 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of volatility.

Guidemark Large Current Valuation

Overvalued
Today
29.69
26th of September 2021
Share
Please note that Guidemark Large's price fluctuation is very steady at this time.
Guidemark Large Cap retains a regular Real Value of $28.69 per share. The prevalent price of the fund is $29.69. At this time, the entity appears to be overvalued. We determine the value of Guidemark Large Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued assets and dropping overvalued assets since, at some point, stock prices and their ongoing real values will come together.
Our valuation method for Guidemark Large Cap is useful when determining the fair value of the Guidemark mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Guidemark Large. Since Guidemark Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guidemark Mutual Fund. However, Guidemark Large'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.
28.69
Real Value
32.66
Upside
Estimating the potential upside or downside of Guidemark Large Cap helps investors to forecast how Guidemark 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 Guidemark Large more accurately as focusing exclusively on Guidemark Large's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
28.9529.6930.43
Details

Guidemark Large Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Guidemark Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guidemark Large Cap, and traders can use it to determine the average amount a Guidemark Large'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 = 0.0303

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Estimated Market Risk
 0.74
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 0.02
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 0 %
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00
Risk-Adjusted Return
 0.03
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 2 %
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22
Based on monthly moving average Guidemark Large is performing at about 2% 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 Guidemark Large by adding it to a well-diversified portfolio.

About Guidemark Large Performance

To evaluate Guidemark Large Cap 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 Guidemark Large 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 Guidemark 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 Guidemark Large Cap stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Guidemark'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 investment seeks capital appreciation over the long term. Guidemark Large is traded on NASDAQ Exchange in the United States.

Things to note about Guidemark Large Cap

Checking the ongoing alerts about Guidemark Large for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Guidemark Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Guidemark Large Alerts

Equity Alerts and Improvement Suggestions

The fund retains 99.13% of its assets under management (AUM) in equities
Please check Risk vs Return Analysis. Note that the Guidemark Large Cap information on this page should be used as a complementary analysis to other Guidemark Large'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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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Please note, there is a significant difference between Guidemark Large's value and its price as these two are different measures arrived at by different means. Investors typically determine Guidemark Large value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guidemark Large'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.