Timothy Largemid Cap Value Fund Manager Performance Evaluation
| TLVCX Fund | USD 15.60 0.16 1.02% |
The entity has a beta of -0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Timothy Large/mid-cap are expected to decrease at a much lower rate. During the bear market, Timothy Large/mid-cap is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Timothy Largemid Cap Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 22nd of February 2023 | |
| Expense Ratio | 2.0400 |
Timothy |
Timothy Large/mid-cap Relative Risk vs. Return Landscape
If you would invest 1,847 in Timothy Largemid Cap Value on December 4, 2024 and sell it today you would lose (287.00) from holding Timothy Largemid Cap Value or give up 15.54% of portfolio value over 90 days. Timothy Largemid Cap Value is currently producing negative expected returns and takes up 1.6754% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Timothy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Timothy Large/mid-cap Current Valuation
Undervalued
Today
Please note that Timothy Large/mid-cap's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Timothy Large/mid-cap has a current Real Value of $15.92 per share. The regular price of the fund is $15.6. We determine the value of Timothy Large/mid-cap 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 Timothy Large/mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Timothy Mutual Fund. However, Timothy Large/mid-cap'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 15.6 | Real 15.92 | Hype 15.6 | Naive 15.65 |
The intrinsic value of Timothy Large/mid-cap'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 Timothy Large/mid-cap'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 Timothy Largemid Cap Value helps investors to forecast how Timothy 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 Timothy Large/mid-cap more accurately as focusing exclusively on Timothy Large/mid-cap's fundamentals will not take into account other important factors: Timothy Large/mid-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Timothy Large/mid-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Timothy Largemid Cap Value, and traders can use it to determine the average amount a Timothy Large/mid-cap'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 = -0.159
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TLVCX |
Estimated Market Risk
| 1.68 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Timothy Large/mid-cap 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 Timothy Large/mid-cap by adding Timothy Large/mid-cap to a well-diversified portfolio.
Timothy Large/mid-cap Fundamentals Growth
Timothy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Timothy Large/mid-cap, and Timothy Large/mid-cap 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 Timothy Mutual Fund performance.
| Price To Earning | 19.67 X | ||||
| Price To Book | 3.18 X | ||||
| Price To Sales | 1.50 X | ||||
| Total Asset | 15.96 M | ||||
About Timothy Large/mid-cap Performance
Evaluating Timothy Large/mid-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Timothy Large/mid-cap 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 Timothy Large/mid-cap 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 normally invests in U.S. common stocks. It will normally invest at least 80 percent of its total assets in companies whose total market capitalization exceeds 2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value these stocks often have above-average dividend yields.Things to note about Timothy Large/mid-cap performance evaluation
Checking the ongoing alerts about Timothy Large/mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Timothy Large/mid-cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Timothy Large/mid-cap generated a negative expected return over the last 90 days | |
| The fund maintains about 8.91% of its assets in cash |
- Analyzing Timothy Large/mid-cap'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 Timothy Large/mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Timothy Large/mid-cap'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 Timothy Large/mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Timothy Large/mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Timothy Large/mid-cap's mutual fund. These opinions can provide insight into Timothy Large/mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Timothy Mutual Fund
Timothy Large/mid-cap financial ratios help investors to determine whether Timothy 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 Timothy with respect to the benefits of owning Timothy Large/mid-cap security.
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