Global E Portfolio Fund Manager Performance Evaluation
| MLMSX Fund | USD 19.30 0.11 0.57% |
The fund retains a Market Volatility (i.e., Beta) of 0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Global Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Core is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Global E Portfolio are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Global Core may actually be approaching a critical reversion point that can send shares even higher in June 2024.
...more| Expense Ratio | 0.9500 |
Global |
Global Core Relative Risk vs. Return Landscape
If you would invest 1,798 in Global E Portfolio on February 13, 2024 and sell it today you would earn a total of 132.00 from holding Global E Portfolio or generate 7.34% return on investment over 90 days. Global E Portfolio is currently producing 0.1156% returns and takes up 0.797% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Global, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Global Core Current Valuation
Fairly Valued
Today
Please note that Global Core's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Global E Portfolio retains a regular Real Value of $19.19 per share. The prevalent price of the fund is $19.3. We determine the value of Global E Portfolio 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 E Portfolio 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 Core. Since Global Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Core'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 19.3 | Real 19.19 | Hype 19.3 | Naive 19.7 |
The real value of Global Mutual Fund, also known as its intrinsic value, is the underlying worth of Global E Portfolio Mutual Fund, which is reflected in its stock price. It is based on Global Core's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Global Core'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 Global Core'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 Global E Portfolio 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 Core more accurately as focusing exclusively on Global Core's fundamentals will not take into account other important factors: Global Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global E Portfolio, and traders can use it to determine the average amount a Global Core'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 = 0.1451
| Best Portfolio | Best Equity | |||
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| Cash | MLMSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Global Core is performing at about 11% 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 Core by adding it to a well-diversified portfolio.
Global Core Fundamentals Growth
Global Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Global Core, and Global Core 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.
| Total Asset | 19.79 M | |||
About Global Core Performance
To evaluate Global E Portfolio 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 Core 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 E Portfolio 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.The Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. Msif Global is traded on NASDAQ Exchange in the United States.Things to note about Global E Portfolio performance evaluation
Checking the ongoing alerts about Global Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Global E Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Global Core's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Global Core's mutual fund performance include:- Analyzing Global Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Global Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Core's mutual fund. These opinions can provide insight into Global Core's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Global E Portfolio. 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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.