Trowe Price Retirement Fund Manager Performance Evaluation
| PARBX Fund | USD 19.64 0.08 0.41% |
The entity has a beta of 0.36, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Trowe Price's returns are expected to increase less than the market. However, during the bear market, the loss of holding Trowe Price is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Trowe Price Retirement are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Trowe Price is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3200 |
Trowe |
Trowe Price Relative Risk vs. Return Landscape
If you would invest 1,905 in Trowe Price Retirement on September 3, 2024 and sell it today you would earn a total of 59.00 from holding Trowe Price Retirement or generate 3.1% return on investment over 90 days. Trowe Price Retirement is currently producing 0.0482% returns and takes up 0.3382% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Trowe, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Trowe Price Current Valuation
Fairly Valued
Today
Please note that Trowe Price's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Trowe Price Retirement has a current Real Value of $19.55 per share. The regular price of the fund is $19.64. We determine the value of Trowe Price Retirement from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Trowe Price is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Trowe Mutual Fund. However, Trowe Price'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 19.55 | Hype 19.64 | Naive 19.69 |
The intrinsic value of Trowe Price'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 Trowe Price'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 Trowe Price Retirement helps investors to forecast how Trowe 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 Trowe Price more accurately as focusing exclusively on Trowe Price's fundamentals will not take into account other important factors: Trowe Price Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Trowe Price's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Trowe Price Retirement, and traders can use it to determine the average amount a Trowe Price'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 = 0.1426
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PARBX |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Trowe Price is performing at about 11% 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 Trowe Price by adding it to a well-diversified portfolio.
Trowe Price Fundamentals Growth
Trowe Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Trowe Price, and Trowe Price 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 Trowe Mutual Fund performance.
| Price To Earning | 18.53 X | |||
| Price To Book | 2.14 X | |||
| Price To Sales | 1.57 X | |||
| Total Asset | 11.81 B | |||
About Trowe Price Performance
Evaluating Trowe Price's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Trowe Price 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 Trowe Price 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 in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. Its allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year included in its name and assumes a retirement age of 65.Things to note about Trowe Price Retirement performance evaluation
Checking the ongoing alerts about Trowe Price for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Trowe Price Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund yields 0.0% to date and shows negative annual yield of 0.0% | |
| Trowe Price Retirement maintains about 8.48% of its assets in cash |
- Analyzing Trowe Price'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 Trowe Price's stock is overvalued or undervalued compared to its peers.
- Examining Trowe Price'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 Trowe Price's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Trowe Price's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Trowe Price's mutual fund. These opinions can provide insight into Trowe Price's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Trowe Mutual Fund
Trowe Price financial ratios help investors to determine whether Trowe 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 Trowe with respect to the benefits of owning Trowe Price security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Transaction History View history of all your transactions and understand their impact on performance |