Growth Mutual Fund Manager Performance Evaluation

CGFCX
 Fund
  

USD 51.48  0.87  1.66%   

The fund retains a Market Volatility (i.e., Beta) of 1.4079, which attests to a somewhat significant risk relative to the market. Let's try to break down what Growth'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, Growth Fund will likely underperform. Although it is important to respect Growth Fund 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 Growth Fund technical indicators, you can presently evaluate if the expected return of 0.1% will be sustainable into the future.
  
Growth Performance
4 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in The Growth Fund are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Growth Fund may actually be approaching a critical reversion point that can send shares even higher in September 2022.
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Growth Price Channel

Fifty Two Week Low44.63
Fifty Two Week High75.63
Trailing Annual Dividend Yield5.65%

Growth Fund Relative Risk vs. Return Landscape

If you would invest  4,963  in The Growth Fund on May 13, 2022 and sell it today you would earn a total of  272.00  from holding The Growth Fund or generate 5.48% return on investment over 90 days. The Growth Fund is currently producing 0.1047% returns and takes up 1.865% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Growth, 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 Growth Fund is expected to generate 1.47 times more return on investment than the market. However, the company is 1.47 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.06 per unit of risk.

Growth Fund Current Valuation

Undervalued
Today 51.48
Please note that Growth Fund's price fluctuation is somewhat reliable at this time.
Growth Fund retains a regular Real Value of $6.06 per share. The prevalent price of the fund is $51.48. At this time, the entity appears to be undervalued. We determine the value of Growth 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 The Growth Fund is useful when determining the fair value of the Growth mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Growth Fund. Since Growth Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Fund'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.
6.06
Real Value
7.97
Upside
Estimating the potential upside or downside of The Growth Fund helps investors to forecast how Growth 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 Growth Fund more accurately as focusing exclusively on Growth Fund's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
45.0748.9952.91
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.001.91
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
3.293.834.36
Details

Growth Fund Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Growth Fund, and traders can use it to determine the average amount a Growth Fund'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 = 0.0561

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
CGFCXHigh
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Huge
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Negative Returns
Estimated Market Risk
 1.87
  actual daily
 
 16 %
of total potential
 
1616
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average Growth Fund is performing at about 4% 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 Growth Fund by adding it to a well-diversified portfolio.

About Growth Fund Performance

To evaluate Growth 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 Growth Fund 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 Growth 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 Growth 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 Growth'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 invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. Growth Fund is traded on NASDAQ Exchange in the United States.

Things to note about Growth Fund

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

Growth Fund Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 9.53% of its assets under management (AUM) in cash
Continue to Trending Equities. Note that the Growth Fund information on this page should be used as a complementary analysis to other Growth Fund'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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