Ftfa Franklin Templeton Growth Fund Manager Performance Evaluation
| FGTZX Fund | USD 20.25 0.33 1.66% |
The fund shows a Beta (market volatility) of 0.0928, which means not very significant fluctuations relative to the market. As returns on the market increase, Ftfa-franklin Templeton's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ftfa-franklin Templeton is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Ftfa Franklin Templeton Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ftfa-franklin Templeton is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFtfa-franklin |
Ftfa-franklin Templeton Relative Risk vs. Return Landscape
If you would invest 2,088 in Ftfa Franklin Templeton Growth on December 17, 2024 and sell it today you would lose (63.00) from holding Ftfa Franklin Templeton Growth or give up 3.02% of portfolio value over 90 days. Ftfa Franklin Templeton Growth is currently producing negative expected returns and takes up 0.7949% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Ftfa-franklin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ftfa-franklin Templeton Current Valuation
Fairly Valued
Today
Please note that Ftfa-franklin Templeton's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ftfa Franklin Templeton shows a prevailing Real Value of $20.34 per share. The current price of the fund is $20.25. We determine the value of Ftfa Franklin Templeton from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Ftfa-franklin Templeton is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ftfa-franklin Mutual Fund. However, Ftfa-franklin Templeton'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 20.25 | Real 20.34 | Hype 20.25 | Naive 20.06 |
The intrinsic value of Ftfa-franklin Templeton'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 Ftfa-franklin Templeton'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 Ftfa Franklin Templeton Growth helps investors to forecast how Ftfa-franklin 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 Ftfa-franklin Templeton more accurately as focusing exclusively on Ftfa-franklin Templeton's fundamentals will not take into account other important factors: Ftfa-franklin Templeton Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ftfa-franklin Templeton's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ftfa Franklin Templeton Growth, and traders can use it to determine the average amount a Ftfa-franklin Templeton'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 = -0.0603
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FGTZX |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ftfa-franklin Templeton 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 Ftfa-franklin Templeton by adding Ftfa-franklin Templeton to a well-diversified portfolio.
Ftfa-franklin Templeton Fundamentals Growth
Ftfa-franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ftfa-franklin Templeton, and Ftfa-franklin Templeton 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 Ftfa-franklin Mutual Fund performance.
| Price To Earning | 18.79 X | ||||
| Price To Book | 2.18 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 1.48 B | ||||
About Ftfa-franklin Templeton Performance
Evaluating Ftfa-franklin Templeton's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ftfa-franklin Templeton 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 Ftfa-franklin Templeton 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 investment seeks the highest level of long-term total return. FTFA Franklin is traded on NASDAQ Exchange in the United States.Things to note about Ftfa Franklin Templeton performance evaluation
Checking the ongoing alerts about Ftfa-franklin Templeton for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ftfa Franklin Templeton help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ftfa-franklin Templeton generated a negative expected return over the last 90 days | |
| The fund retains about 12.81% of its assets under management (AUM) in fixed income securities |
- Analyzing Ftfa-franklin Templeton'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 Ftfa-franklin Templeton's stock is overvalued or undervalued compared to its peers.
- Examining Ftfa-franklin Templeton'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 Ftfa-franklin Templeton's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ftfa-franklin Templeton's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ftfa-franklin Templeton's mutual fund. These opinions can provide insight into Ftfa-franklin Templeton's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ftfa-franklin Mutual Fund
Ftfa-franklin Templeton financial ratios help investors to determine whether Ftfa-franklin 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 Ftfa-franklin with respect to the benefits of owning Ftfa-franklin Templeton security.
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