The fund retains a Market Volatility (i.e., Beta) of 0.0876, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Guggenheim Macro returns are expected to increase less than the market. However, during the bear market, the loss on holding Guggenheim Macro will be expected to be smaller as well. Although it is important to respect Guggenheim Macro Opp current price history, it is better to be realistic regarding the information on the equity's current price movements. Our main 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 Guggenheim Macro Opp technical indicators, you can presently evaluate if the expected return of 0.0314% will be sustainable into the future.
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Compared to the overall equity markets, risk-adjusted returns on investments in Guggenheim Macro Opportunities are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Guggenheim Macro is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors....more
Guggenheim Macro Relative Risk vs. Return LandscapeIf you would invest 2,342 in Guggenheim Macro Opportunities on September 5, 2023 and sell it today you would earn a total of 47.00 from holding Guggenheim Macro Opportunities or generate 2.01% return on investment over 90 days. Guggenheim Macro Opportunities is currently producing 0.0314% returns and takes up 0.249% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Guggenheim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Assuming the 90 days horizon Guggenheim Macro is expected to generate 1.09 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.11 times less risky than the market. It trades about 0.13 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.04 of returns per unit of risk over similar time horizon.
Guggenheim Macro Current Valuation
Guggenheim Macro Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Guggenheim Macro's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Guggenheim Macro Opportunities, and traders can use it to determine the average amount a Guggenheim Macro'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.
Guggenheim Macro Fundamentals Growth
Guggenheim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guggenheim Macro, and Guggenheim Macro 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 Guggenheim Mutual Fund performance.
About Guggenheim Macro Performance
Things to note about Guggenheim Macro Opp performance evaluationChecking the ongoing alerts about Guggenheim Macro for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guggenheim Macro Opp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions. Evaluating Guggenheim Macro's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Guggenheim Macro's mutual fund performance include:
- Analyzing Guggenheim Macro'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 Guggenheim Macro's stock is overvalued or undervalued compared to its peers.
- Examining Guggenheim Macro'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 Guggenheim Macro's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guggenheim Macro's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guggenheim Macro's mutual fund. These opinions can provide insight into Guggenheim Macro's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Guggenheim Macro Opportunities. 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 state. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Complementary Tools for Guggenheim Mutual Fund analysis
When running Guggenheim Macro's price analysis, check to measure Guggenheim Macro's 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 Guggenheim Macro is operating at the current time. Most of Guggenheim Macro's value examination focuses on studying past and present price action to predict the probability of Guggenheim Macro's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Guggenheim Macro's price. Additionally, you may evaluate how the addition of Guggenheim Macro to your portfolios can decrease your overall portfolio volatility.