Tfa Alphagen Growth Fund Manager Performance Evaluation
| TFAGX Fund | USD 11.17 0.13 1.15% |
The entity has a beta of -0.0129, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tfa Alphagen are expected to decrease at a much lower rate. During the bear market, Tfa Alphagen is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Tfa Alphagen Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Tfa Alphagen is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreTfa |
Tfa Alphagen Relative Risk vs. Return Landscape
If you would invest 1,133 in Tfa Alphagen Growth on November 29, 2024 and sell it today you would lose (16.00) from holding Tfa Alphagen Growth or give up 1.41% of portfolio value over 90 days. Tfa Alphagen Growth is currently producing negative expected returns and takes up 1.0694% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Tfa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tfa Alphagen Current Valuation
Overvalued
Today
Please note that Tfa Alphagen's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Tfa Alphagen Growth has a current Real Value of $10.48 per share. The regular price of the fund is $11.17. We determine the value of Tfa Alphagen Growth 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 Tfa Alphagen is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tfa Mutual Fund. However, Tfa Alphagen'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 11.17 | Real 10.48 | Hype 11.17 | Naive 10.99 |
The intrinsic value of Tfa Alphagen'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 Tfa Alphagen'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 Tfa Alphagen Growth helps investors to forecast how Tfa 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 Tfa Alphagen more accurately as focusing exclusively on Tfa Alphagen's fundamentals will not take into account other important factors: Tfa Alphagen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tfa Alphagen's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tfa Alphagen Growth, and traders can use it to determine the average amount a Tfa Alphagen'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 = -0.0173
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TFAGX |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tfa Alphagen 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 Tfa Alphagen by adding Tfa Alphagen to a well-diversified portfolio.
Tfa Alphagen Fundamentals Growth
Tfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tfa Alphagen, and Tfa Alphagen 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 Tfa Mutual Fund performance.
| Total Asset | 61.4 M | ||||
About Tfa Alphagen Performance
Evaluating Tfa Alphagen's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tfa Alphagen 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 Tfa Alphagen 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 Sub-Adviser seeks to achieve the funds investment objective by employing an active, risk-managed, multi-strategy investment approach. The Sub-Adviser employs multiple sub-strategies to manage the portfolio. The fund can invest in fixed-income securities of any maturity, duration, or quality . It may short equity and fixed income securities and ETFs. The fund seeks equity exposure between -30 percent and 150 percent and fixed income exposure between -10 percent and 35.Things to note about Tfa Alphagen Growth performance evaluation
Checking the ongoing alerts about Tfa Alphagen for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tfa Alphagen Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tfa Alphagen Growth generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Tfa Alphagen'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 Tfa Alphagen's stock is overvalued or undervalued compared to its peers.
- Examining Tfa Alphagen'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 Tfa Alphagen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tfa Alphagen's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tfa Alphagen's mutual fund. These opinions can provide insight into Tfa Alphagen's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tfa Mutual Fund
Tfa Alphagen financial ratios help investors to determine whether Tfa 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 Tfa with respect to the benefits of owning Tfa Alphagen security.
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