Td Index Fund E Fund Manager Performance Evaluation
| TDB902 Fund | 152.32 0.16 0.10% |
The entity owns a Beta (Systematic Risk) of 0.54, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, TD Index's returns are expected to increase less than the market. However, during the bear market, the loss of holding TD Index is expected to be smaller as well.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in TD Index Fund E are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak fundamental drivers, TD Index may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreTDB902 |
TD Index Relative Risk vs. Return Landscape
If you would invest 13,446 in TD Index Fund E on September 15, 2024 and sell it today you would earn a total of 1,786 from holding TD Index Fund E or generate 13.28% return on investment over 90 days. TD Index Fund E is generating 0.1975% of daily returns and assumes 0.7076% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than TDB902, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
TD Index Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for TD Index's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as TD Index Fund E, and traders can use it to determine the average amount a TD Index'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 = 0.2791
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 21 79% of assets perform better |
Based on monthly moving average TD Index is performing at about 21% 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 Index by adding it to a well-diversified portfolio.
Things to note about TD Index Fund performance evaluation
Checking the ongoing alerts about TD Index for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for TD Index Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating TD Index's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate TD Index's fund performance include:- Analyzing TD Index'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 Index's stock is overvalued or undervalued compared to its peers.
- Examining TD Index'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 Index's management team can have a significant impact on its success or failure. Reviewing the track record and experience of TD Index's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of TD Index's fund. These opinions can provide insight into TD Index's potential for growth and whether the stock is currently undervalued or overvalued.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |