Td Revenu Mensuel Fund Manager Performance Evaluation
| 0P000071LQ | CAD 25.64 0.11 0.43% |
The entity owns a Beta (Systematic Risk) of 0.17, which indicates not very significant fluctuations relative to the market. As returns on the market increase, TD Revenu's returns are expected to increase less than the market. However, during the bear market, the loss of holding TD Revenu is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in TD Revenu mensuel are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, TD Revenu is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 15.78 | |
| Fifty Two Week High | 22.10 | |
| Annual Report Expense Ratio | 1.46% |
0P000071LQ |
TD Revenu Relative Risk vs. Return Landscape
If you would invest 2,501 in TD Revenu mensuel on September 15, 2024 and sell it today you would earn a total of 63.00 from holding TD Revenu mensuel or generate 2.52% return on investment over 90 days. TD Revenu mensuel is generating 0.0393% of daily returns and assumes 0.2941% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than 0P000071LQ, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
TD Revenu Current Valuation
Overvalued
Today
Please note that TD Revenu's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. TD Revenu mensuel owns a latest Real Value of C$23.53 per share. The recent price of the fund is C$25.64. We determine the value of TD Revenu mensuel from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend taking in undervalued funds and trading overvalued funds since, sooner or later, fund prices and their ongoing real values will merge together.
Since TD Revenu is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P000071LQ Fund. However, TD Revenu'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 25.64 | Real 23.53 | Hype 25.64 |
The real value of 0P000071LQ Fund, also known as its intrinsic value, is the underlying worth of TD Revenu mensuel Fund, which is reflected in its stock price. It is based on TD Revenu's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of TD Revenu'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, or news.
Estimating the potential upside or downside of TD Revenu mensuel helps investors to forecast how 0P000071LQ 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 TD Revenu more accurately as focusing exclusively on TD Revenu's fundamentals will not take into account other important factors: TD Revenu Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for TD Revenu's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as TD Revenu mensuel, and traders can use it to determine the average amount a TD Revenu'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 = 0.1337
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| Negative Returns | 0P000071LQ |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average TD Revenu is performing at about 10% 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 TD Revenu by adding it to a well-diversified portfolio.
TD Revenu Fundamentals Growth
0P000071LQ Fund prices reflect investors' perceptions of the future prospects and financial health of TD Revenu, and TD Revenu 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 0P000071LQ Fund performance.
| Total Asset | 4.98 B | |||
About TD Revenu Performance
By analyzing TD Revenu's fundamental ratios, stakeholders can gain valuable insights into TD Revenu's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if TD Revenu 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 TD Revenu has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fundamental investment objective is to seek to provide a consistent level of monthly income with capital appreciation as a secondary objective, by investing primarily in income producing securities. TD Monthly is traded on Toronto Stock Exchange in Canada.Things to note about TD Revenu mensuel performance evaluation
Checking the ongoing alerts about TD Revenu for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for TD Revenu mensuel 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 three year return of 0.0% | |
| TD Revenu mensuel holds about 6.26% of its total net assets in cash |
- Analyzing TD Revenu'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 TD Revenu's stock is overvalued or undervalued compared to its peers.
- Examining TD Revenu'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 TD Revenu's management team can have a significant impact on its success or failure. Reviewing the track record and experience of TD Revenu's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of TD Revenu's fund. These opinions can provide insight into TD Revenu's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in 0P000071LQ Fund
TD Revenu financial ratios help investors to determine whether 0P000071LQ 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 0P000071LQ with respect to the benefits of owning TD Revenu security.
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