General American Investors Fund Manager Performance Evaluation
| XGAMX Fund | USD 56.03 0.10 0.18% |
The fund retains a Market Volatility (i.e., Beta) of 0.0233, which attests to not very significant fluctuations relative to the market. As returns on the market increase, General American's returns are expected to increase less than the market. However, during the bear market, the loss of holding General American is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in General American Investors are ranked lower than 7 (%) 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 current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2200 |
General |
General American Relative Risk vs. Return Landscape
If you would invest 5,389 in General American Investors on January 28, 2024 and sell it today you would earn a total of 214.00 from holding General American Investors or generate 3.97% return on investment over 90 days. General American Investors is currently producing 0.0639% returns and takes up 0.6552% volatility of returns over 90 trading days. Put another way, 5% 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. Expected Return |
| 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 = 0.0976
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| Cash | XGAMX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average General American is performing at about 7% 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.
General American Fundamentals Growth
General Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of General American, and General American 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 General Mutual Fund performance.
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 market performance in a much more refined way. 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.General American is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about General American Inv performance evaluation
Checking the ongoing alerts about General American for important developments is a great way to find new opportunities for your next move. Mutual Fund 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.Evaluating General American's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate General American's mutual fund performance include:- Analyzing General American'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 General American's stock is overvalued or undervalued compared to its peers.
- Examining General American'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 General American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of General American's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of General American's mutual fund. These opinions can provide insight into General American's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in General American Investors. 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 population. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
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 if General American is a good investment 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.