Transam Short Term Bond Fund Manager Performance Evaluation
| TAAQX Fund | 9.80 0.01 0.10% |
The entity has a beta of 0.0079, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Transam Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transam Short is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Transam Short Term Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Transam Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreTransam |
Transam Short Relative Risk vs. Return Landscape
If you would invest 984.00 in Transam Short Term Bond on September 19, 2024 and sell it today you would lose (4.00) from holding Transam Short Term Bond or give up 0.41% of portfolio value over 90 days. Transam Short Term Bond is currently producing negative expected returns and takes up 0.124% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Transam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transam Short Current Valuation
Fairly Valued
Today
Please note that Transam Short's price fluctuation is very steady at this time. Transam Short Term has a current Real Value of USD9.7 per share. The regular price of the fund is USD9.8. Our model measures the value of Transam Short Term from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Transam Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transam Mutual Fund. However, Transam Short'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 9.8 | Real 9.7 | Hype 9.8 | Naive 9.81 |
The intrinsic value of Transam Short'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 Transam Short'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 Transam Short Term Bond helps investors to forecast how Transam 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 Transam Short more accurately as focusing exclusively on Transam Short's fundamentals will not take into account other important factors: Transam Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transam Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transam Short Term Bond, and traders can use it to determine the average amount a Transam Short'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 = -0.0515
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| Negative Returns | TAAQX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Transam Short 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 Transam Short by adding Transam Short to a well-diversified portfolio.
About Transam Short Performance
Evaluating Transam Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transam Short 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 Transam Short 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 at least 80 percent of its net assets in fixed-income securities. The funds portfolio weighted average duration will typically range from 1 to 2.5 years. The manager expects to typically invest no more than 10 percent of its net assets, but may invest up to 20 percent of its net assets, in high-yield debt securities .Things to note about Transam Short Term performance evaluation
Checking the ongoing alerts about Transam Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transam Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transam Short Term generated a negative expected return over the last 90 days |
- Analyzing Transam Short'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 Transam Short's stock is overvalued or undervalued compared to its peers.
- Examining Transam Short'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 Transam Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transam Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transam Short's mutual fund. These opinions can provide insight into Transam Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transam Mutual Fund
Transam Short financial ratios help investors to determine whether Transam 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 Transam with respect to the benefits of owning Transam Short security.
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