Guggenheim Risk Financial Statements From 2010 to 2024
| GURPX Fund | USD 33.82 0.38 1.11% |
Check Guggenheim Risk financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Guggenheim Risk's main balance sheet or income statement drivers, such as , as well as many indicators such as . Guggenheim financial statements analysis is a perfect complement when working with Guggenheim Risk Valuation or Volatility modules.
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Guggenheim Risk Managed Mutual Fund One Year Return Analysis
Guggenheim Risk's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Guggenheim Risk One Year Return | 27.59 % |
Most of Guggenheim Risk's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Guggenheim Risk Managed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Guggenheim Risk Managed has an One Year Return of 27.588%. This is much higher than that of the Guggenheim Investments family and significantly higher than that of the Real Estate category. The one year return for all United States funds is notably lower than that of the firm.
Guggenheim Risk Managed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Risk's current stock value. Our valuation model uses many indicators to compare Guggenheim Risk value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Risk competition to find correlations between indicators driving Guggenheim Risk's intrinsic value. More Info.Guggenheim Risk Managed is rated # 4 fund in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 271.27 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Guggenheim Risk's earnings, one of the primary drivers of an investment's value.About Guggenheim Risk Financial Statements
Guggenheim Risk investors use historical fundamental indicators, such as Guggenheim Risk's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Guggenheim Risk. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its assets in long and short equity securities of issuers primarily engaged in the real estate industry, such as real estate investment trusts and equity-like securities, including individual securities, exchange-traded funds and derivatives, giving exposure to issuers primarily engaged in the real estate industry.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Risk financial ratios help investors to determine whether Guggenheim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guggenheim with respect to the benefits of owning Guggenheim Risk security.
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