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NasdaqGM - Nasdaq Real Time Price USD

Guru Favorite Stocks ETF (GFGF)

29.90
-0.05
(-0.16%)
At close: April 29 at 4:00:00 PM EDT

ETF Summary

The fund’s investment strategy is to seek to grow the capital by investing in high quality companies that are favored by prominent long-term investors (“Gurus”) and at reasonable prices. The fund’s investment sub-adviser, GuruFocus Investments, LLC (the “Sub-Adviser”) tracks the equity portfolio holdings of approximately twenty Gurus. To be considered a Guru, the investor must have a long-term, publicly available, track record of at least ten years. In addition, the Guru must follow an investment strategy of investing in companies that the Guru considers to be high-quality.

Risk Overview

Performance & Risk

YTD Return -4.51%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
GFGFCategory AverageGFGFCategory AverageGFGFCategory Average
Alpha 0.36 -0.98 0 -0.71 0 -1.19
BETA 1.08 0.96 0 0.97 0 0.99
Mean Annual Return 0.92 0.75 0 1.45 0 0.97
R-squared 95.56 94.02 0 94.27 0 94.88
Standard Deviation 19.18 17.23 0 16.92 0 15.59
Sharpe Ratio 0.34 0.26 0 0.86 0 0.63
Treynor Ratio 4.62 3.32 0 14.91 0 9.18

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