Td Dividend Growth Fund Manager Performance Evaluation

0P00016N6E  CAD 19.05  0.13  0.69%   
The entity owns a Beta (Systematic Risk) of 0.44, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, TD Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding TD Dividend is expected to be smaller as well.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days TD Dividend Growth has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, TD Dividend is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low8.37
Fifty Two Week High13.53
Annual Report Expense Ratio1.19%
  

TD Dividend Relative Risk vs. Return Landscape

If you would invest  1,928  in TD Dividend Growth on December 3, 2024 and sell it today you would lose (23.00) from holding TD Dividend Growth or give up 1.19% of portfolio value over 90 days. TD Dividend Growth is generating negative expected returns and assumes 0.5907% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than 0P00016N6E, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon TD Dividend is expected to generate 0.79 times more return on investment than the market. However, the company is 1.27 times less risky than the market. It trades about -0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of risk.

TD Dividend Current Valuation

Fairly Valued
Today
19.05
Please note that TD Dividend's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. TD Dividend Growth owns a latest Real Value of C$19.02 per share. The recent price of the fund is C$19.05. We determine the value of TD Dividend Growth 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 Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P00016N6E Fund. However, TD Dividend'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  19.05 Real  19.02 Hype  19.05 Naive  19.19
The real value of 0P00016N6E Fund, also known as its intrinsic value, is the underlying worth of TD Dividend Growth Fund, which is reflected in its stock price. It is based on TD Dividend's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of TD Dividend'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.
19.02
Real Value
19.61
Upside
Estimating the potential upside or downside of TD Dividend Growth helps investors to forecast how 0P00016N6E 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 Dividend more accurately as focusing exclusively on TD Dividend's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.7819.0619.34
Details
Hype
Prediction
LowEstimatedHigh
18.4619.0519.64
Details
Naive
Forecast
LowNext ValueHigh
18.6019.1919.78
Details

TD Dividend Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for TD Dividend's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as TD Dividend Growth, and traders can use it to determine the average amount a TD Dividend'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 = -0.0304

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Negative Returns0P00016N6E

Estimated Market Risk

 0.59
  actual daily
5
95% of assets are more volatile

Expected Return

 -0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
  actual daily
0
Most of other assets perform better
Based on monthly moving average TD Dividend is not performing at its full potential. However, 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 Dividend by adding TD Dividend to a well-diversified portfolio.

TD Dividend Fundamentals Growth

0P00016N6E Fund prices reflect investors' perceptions of the future prospects and financial health of TD Dividend, and TD Dividend 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 0P00016N6E Fund performance.

About TD Dividend Performance

By analyzing TD Dividend's fundamental ratios, stakeholders can gain valuable insights into TD Dividend's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if TD Dividend 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 Dividend 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 provide a high level of after-tax income and steady growth by investing primarily in high-quality, high-yield equity securities and other income producing instruments of Canadian issuers. TD Dividend is traded on Toronto Stock Exchange in Canada.

Things to note about TD Dividend Growth performance evaluation

Checking the ongoing alerts about TD Dividend for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for TD Dividend Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
TD Dividend Growth generated a negative expected return over the last 90 days
The fund generated three year return of -2.0%
TD Dividend Growth holds 98.37% of its total net assets in equities
Evaluating TD Dividend's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate TD Dividend's fund performance include:
  • Analyzing TD Dividend'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 Dividend's stock is overvalued or undervalued compared to its peers.
  • Examining TD Dividend'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 Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of TD Dividend's management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of TD Dividend's fund. These opinions can provide insight into TD Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating TD Dividend's fund performance is not an exact science, and many factors can impact TD Dividend's fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in 0P00016N6E Fund

TD Dividend financial ratios help investors to determine whether 0P00016N6E 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 0P00016N6E with respect to the benefits of owning TD Dividend security.
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