General Mutual Fund Manager Performance Evaluation

XGAMX
 Fund
  

USD 45.77  0.11  0.24%   

The fund retains a Market Volatility (i.e., Beta) of 1.1638, which attests to a somewhat significant risk relative to the market. Let's try to break down what General's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, General American will likely underperform. Although it is important to respect General American Inv current price history, it is better to be realistic regarding the information on the equity's current price movements. The 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 General American Inv technical indicators, you can presently evaluate if the expected return of 0.0513% will be sustainable into the future.
  
General Performance
2 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in General American Investors are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, General American is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
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General Price Channel

General American Relative Risk vs. Return Landscape

If you would invest  4,469  in General American Investors on May 10, 2022 and sell it today you would earn a total of  108.00  from holding General American Investors or generate 2.42% return on investment over 90 days. General American Investors is currently producing 0.0513% returns and takes up 1.6064% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than General, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon General American is expected to generate about the same return on investment as the market. However, the company is 1.28 times more volatile than its market benchmark. It trades about 0.03 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 per unit of risk.

General American Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for General American's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as General American Investors, and traders can use it to determine the average amount a General American'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 = 0.0319

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Estimated Market Risk
 1.61
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.05
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.03
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 2 %
of total potential
 
22
Based on monthly moving average General American 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 General American by adding it to a well-diversified portfolio.

About General American Performance

To evaluate General American Inv 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 General American 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 General 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 General American Inv stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents General'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.

Things to note about General American Inv

Checking the ongoing alerts about General American for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for General American Inv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Check out Your Current Watchlist. Note that the General American Inv information on this page should be used as a complementary analysis to other General American'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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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