Guinness Atkinson Asia Fund Manager Performance Evaluation
| IASMX Fund | USD 19.64 0.05 0.26% |
The fund retains a Market Volatility (i.e., Beta) of 0.44, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Guinness Atkinson's returns are expected to increase less than the market. However, during the bear market, the loss of holding Guinness Atkinson is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Guinness Atkinson Asia are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Guinness Atkinson showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.9900 |
Guinness |
Guinness Atkinson Relative Risk vs. Return Landscape
If you would invest 1,711 in Guinness Atkinson Asia on November 16, 2025 and sell it today you would earn a total of 253.00 from holding Guinness Atkinson Asia or generate 14.79% return on investment over 90 days. Guinness Atkinson Asia is currently producing 0.2328% returns and takes up 1.1569% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Guinness, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Guinness Atkinson Current Valuation
Undervalued
Today
Please note that Guinness Atkinson's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Guinness Atkinson Asia retains a regular Real Value of $20.55 per share. The prevalent price of the fund is $19.64. We determine the value of Guinness Atkinson Asia from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Guinness Atkinson is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Guinness Mutual Fund. However, Guinness Atkinson'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. | Historical | Market 19.64 | Real 20.55 | Hype 19.64 |
The intrinsic value of Guinness Atkinson's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Guinness Atkinson's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Guinness Atkinson Asia helps investors to forecast how Guinness 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 Guinness Atkinson more accurately as focusing exclusively on Guinness Atkinson's fundamentals will not take into account other important factors: Guinness Atkinson Target Price Odds to finish over Current Price
The tendency of Guinness Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 19.64 | 90 days | 19.64 | about 12.23 |
Based on a normal probability distribution, the odds of Guinness Atkinson to move above the current price in 90 days from now is about 12.23 (This Guinness Atkinson Asia probability density function shows the probability of Guinness Mutual Fund to fall within a particular range of prices over 90 days) .
Guinness Atkinson Price Density |
| Price |
Predictive Modules for Guinness Atkinson
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Guinness Atkinson Asia. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Guinness Atkinson Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Guinness Atkinson is not an exception. The market had few large corrections towards the Guinness Atkinson's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Guinness Atkinson Asia, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Guinness Atkinson within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.44 | |
σ | Overall volatility | 1.04 | |
Ir | Information ratio | 0.09 |
Guinness Atkinson Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Guinness Atkinson for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Guinness Atkinson Asia can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of -2.0% | |
| Guinness Atkinson Asia retains 99.64% of its assets under management (AUM) in equities |
Guinness Atkinson Fundamentals Growth
Guinness Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Guinness Atkinson, and Guinness Atkinson 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 Guinness Mutual Fund performance.
| Price To Earning | 2.93 X | ||||
| Price To Book | 1.55 X | ||||
| Price To Sales | 0.97 X | ||||
| Total Asset | 11.4 M | ||||
About Guinness Atkinson Performance
Evaluating Guinness Atkinson's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Guinness Atkinson has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Guinness Atkinson has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in publicly-traded equity securities of companies that are tied economically to countries in Asia excluding Japan.Things to note about Guinness Atkinson Asia performance evaluation
Checking the ongoing alerts about Guinness Atkinson for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Guinness Atkinson Asia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -2.0% | |
| Guinness Atkinson Asia retains 99.64% of its assets under management (AUM) in equities |
- Analyzing Guinness Atkinson'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 Guinness Atkinson's stock is overvalued or undervalued compared to its peers.
- Examining Guinness Atkinson'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 Guinness Atkinson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Guinness Atkinson's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Guinness Atkinson's mutual fund. These opinions can provide insight into Guinness Atkinson's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Guinness Mutual Fund
Guinness Atkinson financial ratios help investors to determine whether Guinness 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 Guinness with respect to the benefits of owning Guinness Atkinson security.
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