Global Real Estate Fund Manager Performance Evaluation

POSAX Fund  USD 8.09  0.00  0.00%   
The fund retains a Market Volatility (i.e., Beta) of -0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Global Real are expected to decrease at a much lower rate. During the bear market, Global Real is likely to outperform the market. By evaluating Global Real Estate technical indicators, you can presently evaluate if the expected return of 0.0388% will be sustainable into the future.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Global Real Estate are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Global Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of March 2023
Expense Ratio1.3100
  

Global Real Relative Risk vs. Return Landscape

If you would invest  793.00  in Global Real Estate on November 24, 2023 and sell it today you would earn a total of  16.00  from holding Global Real Estate or generate 2.02% return on investment over 90 days. Global Real Estate is currently producing 0.0388% returns and takes up 1.0627% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Global, and 99% 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 Global Real is expected to generate 4.04 times less return on investment than the market. In addition to that, the company is 1.63 times more volatile than its market benchmark. It trades about 0.04 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

Global Real Current Valuation

Overvalued
Today
8.09
Please note that Global Real's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Global Real Estate retains a regular Real Value of $7.49 per share. The prevalent price of the fund is $8.09. We determine the value of Global Real Estate 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 Global Real Estate is useful when determining the fair value of the Global mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Global Real. Since Global Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Real'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  8.09 Real  7.49 Hype  8.09
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
7.49
Real Value
8.55
Upside
Estimating the potential upside or downside of Global Real Estate helps investors to forecast how Global 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 Global Real more accurately as focusing exclusively on Global Real's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
7.038.099.15
Details

Global Real Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Real Estate, and traders can use it to determine the average amount a Global Real'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 = 0.0365

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Estimated Market Risk

 1.06
  actual daily
9
91% of assets are more volatile

Expected Return

 0.04
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.04
  actual daily
2
98% of assets perform better
Based on monthly moving average Global Real 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 Global Real by adding it to a well-diversified portfolio.

Global Real Fundamentals Growth

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

About Global Real Performance

To evaluate Global Real Estate 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 Global Real 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 Global 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 Global Real Estate market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Global'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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry at the time of purchase. For the funds investment policies, a real estate company has at least 50 percent of its assets, income or profits derived from products or services related to the real estate industry.

Things to note about Global Real Estate performance evaluation

Checking the ongoing alerts about Global Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated three year return of -3.0%
Global Real Estate maintains 98.67% of its assets in stocks
Evaluating Global Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Global Real's mutual fund performance include:
  • Analyzing Global Real'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 Global Real's stock is overvalued or undervalued compared to its peers.
  • Examining Global Real'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 Global Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Real's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Global Real's mutual fund. These opinions can provide insight into Global Real's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Global Real's mutual fund performance is not an exact science, and many factors can impact Global Real'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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Global Real Estate. 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 Global Real Estate information on this page should be used as a complementary analysis to other Global Real'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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Global Real's price analysis, check to measure Global Real'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 Global Real is operating at the current time. Most of Global Real's value examination focuses on studying past and present price action to predict the probability of Global Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Global Real's price. Additionally, you may evaluate how the addition of Global Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Global Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if Global Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Global Real'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.