Grizzly Short Fund Quote
| GRZZX Fund | USD 6.67 0.01 0.15% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Grizzly Short is trading at 6.67 as of the 19th of April 2024; that is 0.15 percent increase since the beginning of the trading day. The fund's open price was 6.66. Grizzly Short has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Grizzly Short Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of April 2022 and ending today, the 19th of April 2024. Click here to learn more.
The fund sells stocks and exchange traded funds short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. More on Grizzly Short Fund
Moving together with Grizzly Mutual Fund
| 0.91 | PSTIX | Stocksplus Tr Short Steady Growth | PairCorr |
Moving against Grizzly Mutual Fund
| 0.9 | GLBLX | Leuthold Global | PairCorr |
| 0.9 | LSLTX | Leuthold Select Indu | PairCorr |
| 0.89 | GLBIX | Leuthold Global | PairCorr |
| 0.88 | LCORX | Leuthold E Investment | PairCorr |
| 0.88 | LCRIX | Leuthold E Investment | PairCorr |
| 0.88 | RMQAX | Monthly Rebalance | PairCorr |
| 0.88 | RMQHX | Monthly Rebalance | PairCorr |
Grizzly Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Grizzly Short's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Grizzly Short or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Leuthold Funds, Trading--Inverse Equity Funds, Trading--Inverse Equity, Leuthold (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Grizzly Short Fund [GRZZX] is traded in USA and was established 19th of April 2024. Grizzly Short is listed under Leuthold category by Fama And French industry classification. The fund is listed under Trading--Inverse Equity category and is part of Leuthold family. This fund currently has accumulated 116.53 M in assets under management (AUM) with minimum initial investment of 10 K. Grizzly Short is currently producing year-to-date (YTD) return of 2.98% with the current yeild of 0.09%, while the total return for the last 3 years was 0.0%.
Check Grizzly Short Probability Of Bankruptcy
Instrument Allocation
Top Grizzly Short Fund Mutual Fund Constituents
| DBX | Dropbox | Stock | Information Technology |
| PBCT | Peoples United Financial | Stock | Banks—Regional |
| DLR | Digital Realty Trust | Stock | Real Estate |
| WAB | Westinghouse Air Brake | Stock | Industrials |
| PSTG | Pure Storage | Stock | Information Technology |
| DXCM | DexCom Inc | Stock | Health Care |
| NOW | ServiceNow | Stock | Information Technology |
Grizzly Short Target Price Odds Analysis
Based on a normal probability distribution, the odds of Grizzly Short jumping above the current price in 90 days from now is about 5.09%. The Grizzly Short Fund probability density function shows the probability of Grizzly Short mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Grizzly Short Fund has a beta of -1.181. This usually indicates as returns on its benchmark rise, returns on holding Grizzly Short Fund are expected to decrease by similarly larger amounts. On the other hand, during market turmoils, Grizzly Short is expected to outperform its benchmark. Additionally, grizzly Short Fund has an alpha of 0.0659, implying that it can generate a 0.0659 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Grizzly Short to move above the current price in 90 days from now is about 5.09 (This Grizzly Short Fund probability density function shows the probability of Grizzly Mutual Fund to fall within a particular range of prices over 90 days) .
Grizzly Short Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Grizzly Short market risk premium is the additional return an investor will receive from holding Grizzly Short long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Grizzly Short. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Grizzly Short's alpha and beta are two of the key measurements used to evaluate Grizzly Short's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7368 | |||
| Semi Deviation | 0.7816 | |||
| Standard Deviation | 0.9534 | |||
| Variance | 0.9089 |
Grizzly Short Against Markets
Picking the right benchmark for Grizzly Short mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Grizzly Short mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Grizzly Short is critical whether you are bullish or bearish towards Grizzly Short Fund at a given time. Please also check how Grizzly Short's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Grizzly Short without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Grizzly Mutual Fund?
Before investing in Grizzly Short, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Grizzly Short. To buy Grizzly Short fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Grizzly Short. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Grizzly Short fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Grizzly Short Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Grizzly Short Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Grizzly Short Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Grizzly Short Fund?
The danger of trading Grizzly Short Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Grizzly Short is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Grizzly Short. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Grizzly Short is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Grizzly Short Fund. 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 Grizzly Short information on this page should be used as a complementary analysis to other Grizzly Short'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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.