Nationwide Investor Destinations Fund Manager Performance Evaluation
| GCFRX Fund | USD 9.58 0.03 0.31% |
The fund secures a Beta (Market Risk) of 0.36, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nationwide Investor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nationwide Investor is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Nationwide Investor Destinations has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Nationwide Investor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1800 |
Nationwide |
Nationwide Investor Relative Risk vs. Return Landscape
If you would invest 967.00 in Nationwide Investor Destinations on January 30, 2024 and sell it today you would lose (9.00) from holding Nationwide Investor Destinations or give up 0.93% of portfolio value over 90 days. Nationwide Investor Destinations is currently producing negative expected returns and takes up 0.3367% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Nationwide, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nationwide Investor Current Valuation
Fairly Valued
Today
Please note that Nationwide Investor's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nationwide Investor secures a last-minute Real Value of $9.6 per share. The latest price of the fund is $9.58. We determine the value of Nationwide Investor from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Nationwide Investor Destinations is useful when determining the fair value of the Nationwide mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Nationwide Investor. Since Nationwide Investor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nationwide Mutual Fund. However, Nationwide Investor'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 9.58 | Real 9.6 | Hype 9.58 | Naive 9.61 |
The real value of Nationwide Mutual Fund, also known as its intrinsic value, is the underlying worth of Nationwide Investor Mutual Fund, which is reflected in its stock price. It is based on Nationwide Investor's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Nationwide Investor's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value 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 Nationwide Investor's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Nationwide Investor Destinations helps investors to forecast how Nationwide 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 Nationwide Investor more accurately as focusing exclusively on Nationwide Investor's fundamentals will not take into account other important factors: Nationwide Investor Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nationwide Investor's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nationwide Investor Destinations, and traders can use it to determine the average amount a Nationwide Investor'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 = -0.0424
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| Negative Returns | GCFRX |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nationwide Investor is not performing at its full potential. However, 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 Nationwide Investor by adding Nationwide Investor to a well-diversified portfolio.
Nationwide Investor Fundamentals Growth
Nationwide Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nationwide Investor, and Nationwide Investor 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 Nationwide Mutual Fund performance.
| Price To Earning | 17.80 X | |||
| Price To Book | 2.00 X | |||
| Price To Sales | 1.43 X | |||
| Total Asset | 482.82 M | |||
About Nationwide Investor Performance
To evaluate Nationwide Investor 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 Nationwide Investor 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 Nationwide 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 Nationwide Investor market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Nationwide'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 fund is a fund of funds that invests primarily in affiliated mutual funds representing a variety of asset classes. The fund aims to provide diversification across major asset classes-U.S. stocks, international stocks, and bonds-by investing primarily in mutual funds offered by Nationwide Mutual Funds and affiliated or unaffiliated exchange-traded funds.Things to note about Nationwide Investor performance evaluation
Checking the ongoing alerts about Nationwide Investor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nationwide Investor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nationwide Investor generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Nationwide Investor retains about 6.9% of its assets under management (AUM) in cash |
- Analyzing Nationwide Investor'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 Nationwide Investor's stock is overvalued or undervalued compared to its peers.
- Examining Nationwide Investor'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 Nationwide Investor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nationwide Investor's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nationwide Investor's mutual fund. These opinions can provide insight into Nationwide Investor'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 Nationwide Investor Destinations. 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 metropolitan statistical area. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.