Global Mutual Fund Manager Performance Evaluation

AGBGX
 Fund
  

USD 9.34  0.02  0.21%   

The fund retains a Market Volatility (i.e., Beta) of 0.0569, which attests to not very significant fluctuations relative to the market. Let's try to break down what Global's beta means in this case. As returns on the market increase, Global Bond returns are expected to increase less than the market. However, during the bear market, the loss on holding Global Bond will be expected to be smaller as well. Even though it is essential to pay attention to Global Bond Fund current price history, it is always good to be careful when utilizing equity current price movements. Our philosophy towards determining any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Global Bond Fund exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
Global Performance
0 of 100
Over the last 90 days Global Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Global Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more

Global Price Channel

Fifty Two Week Low9.05
Fifty Two Week High10.67

Global Bond Relative Risk vs. Return Landscape

If you would invest  938.00  in Global Bond Fund on May 12, 2022 and sell it today you would lose (2.00)  from holding Global Bond Fund or give up 0.21% of portfolio value over 90 days. Global Bond Fund is currently producing negative expected returns and takes up 0.3933% volatility of returns over 90 trading days. Put another way, 3% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Global Bond is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 3.23 times less risky than the market. the firm trades about -0.01 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 of returns per unit of risk over similar time horizon.

Global Bond Current Valuation

Undervalued
Today 9.34
Please note that Global Bond's price fluctuation is out of control at this time.
Global Bond Fund regular Real Value cannot be determined due to lack of data. The prevalent price of Global Bond Fund is $9.34. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Global Bond Fund from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued assets and dropping overvalued assets since, at some point, stock prices and their ongoing real values will come together.
Our valuation method for Global Bond Fund 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 Bond. Since Global Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Mutual Fund. However, Global Bond'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.
0.00
Real Value
0.39
Upside
Estimating the potential upside or downside of Global Bond Fund 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 Bond more accurately as focusing exclusively on Global Bond's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.039.239.43
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.000.39
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.130.130.13
Details

Global Bond Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Global Bond Fund, and traders can use it to determine the average amount a Global Bond'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 = -0.007

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsAGBGX
Estimated Market Risk
 0.39
  actual daily
 
 3 %
of total potential
 
33
Expected Return
 0.0
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.01
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Global Bond is performing at about 0% 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 Bond by adding it to a well-diversified portfolio.

About Global Bond Performance

To evaluate Global Bond Fund 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 Bond 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 Bond Fund 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 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 market conditions, the fund invests at least 80 percent of its net assets in bonds. Global Bond is traded on NASDAQ Exchange in the United States.

Things to note about Global Bond Fund

Checking the ongoing alerts about Global Bond for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Global Bond Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Global Bond Alerts

Equity Alerts and Improvement Suggestions

Global Bond Fund generated a negative expected return over the last 90 days
Global Bond Fund is unlikely to experience financial distress in the next 2 years
On 21st of June 2022 Global Bond paid $ 0.0514 per share dividend to its current shareholders
The fund holds about 45.14% of its assets under management (AUM) in fixed income securities
Please continue to Trending Equities. Note that the Global Bond Fund information on this page should be used as a complementary analysis to other Global Bond'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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Global Mutual Fund analysis

When running Global Bond Fund price analysis, check to measure Global Bond'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 Bond is operating at the current time. Most of Global Bond's value examination focuses on studying past and present price action to predict the probability of Global Bond's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Global Bond's price. Additionally, you may evaluate how the addition of Global Bond to your portfolios can decrease your overall portfolio volatility.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Please note, there is a significant difference between Global Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine Global Bond value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Global Bond'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.