Goldman Mutual Fund Manager Performance Evaluation

GIMSX -  USA Fund  

USD 5.55  0.01  0.18%

The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. Let's try to break down what Goldman's beta means in this case. the returns on MARKET and Goldman Sachs are completely uncorrelated. Even though it is essential to pay attention to Goldman Sachs Local current price history, it is always good to be careful when utilizing equity current price movements. Our philosophy towards determining any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Goldman Sachs Local exposes twenty-one different technical indicators, which can help you to evaluate its performance.

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 Goldman Performance
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Over the last 90 days Goldman Sachs Local has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Goldman Sachs is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low5.42
Fifty Two Week High6.09
Annual Report Expense Ratio0.91%

Goldman Sachs Relative Risk vs. Return Landscape

If you would invest  572.00  in Goldman Sachs Local on June 28, 2021 and sell it today you would lose (17.00)  from holding Goldman Sachs Local or give up 2.97% of portfolio value over 90 days. Goldman Sachs Local is currently producing negative expected returns and takes up 0.3665% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Goldman, 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 Goldman Sachs is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.95 times less risky than the market. the firm trades about -0.13 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 of returns per unit of risk over similar time horizon.

Goldman Sachs Current Valuation

Fairly Valued
Today
5.55
26th of September 2021
Share
Please note that Goldman Sachs' price fluctuation is very steady at this time.
Goldman Sachs Local retains a regular Real Value of $5.56 per share. The prevalent price of the fund is $5.55. At this time, the entity appears to be fairly valued. We determine the value of Goldman Sachs Local 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 Goldman Sachs Local is useful when determining the fair value of the Goldman mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Goldman Sachs. Since Goldman Sachs is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Goldman Mutual Fund. However, Goldman Sachs' 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.
5.56
Real Value
5.93
Upside
Estimating the potential upside or downside of Goldman Sachs Local helps investors to forecast how Goldman 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 Goldman Sachs more accurately as focusing exclusively on Goldman Sachs' fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
5.185.555.92
Details

Goldman Sachs Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Goldman Sachs' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Goldman Sachs Local, and traders can use it to determine the average amount a Goldman Sachs' 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 = -0.1268

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Negative ReturnsGIMSX
Estimated Market Risk
 0.37
  actual daily
 
 3 %
of total potential
 
33
Expected Return
 -0.05
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 0 %
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00
Risk-Adjusted Return
 -0.13
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 0 %
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Based on monthly moving average Goldman Sachs is performing at about 0% 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 Goldman Sachs by adding it to a well-diversified portfolio.

About Goldman Sachs Performance

To evaluate Goldman Sachs Local 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 Goldman Sachs 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 Goldman 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 Goldman Sachs Local 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 Goldman'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 a high level of total return consisting of income and capital appreciation. Goldman Sachs is traded on NASDAQ Exchange in the United States.

Things to note about Goldman Sachs Local

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

Goldman Sachs Alerts

Equity Alerts and Improvement Suggestions

Goldman Sachs Local generates negative expected return over the last 90 days
Goldman Sachs Local is unlikely to experience financial distress in the next 2 years
The fund generated three year return of -1.0%
Goldman Sachs Local retains about 18.97% of its assets under management (AUM) in cash
Please check Risk vs Return Analysis. Note that the Goldman Sachs Local information on this page should be used as a complementary analysis to other Goldman Sachs' 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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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When running Goldman Sachs Local price analysis, check to measure Goldman Sachs' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Goldman Sachs is operating at the current time. Most of Goldman Sachs' value examination focuses on studying past and present price action to predict the probability of Goldman Sachs' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Goldman Sachs' price. Additionally, you may evaluate how the addition of Goldman Sachs to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Goldman Sachs' value and its price as these two are different measures arrived at by different means. Investors typically determine Goldman Sachs value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Goldman Sachs' 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.