Growth Fund A Fund Manager Performance Evaluation
| TCRAX Fund | USD 59.14 0.19 0.32% |
The fund retains a Market Volatility (i.e., Beta) of 0.0372, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Growth Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Fund is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Fund A are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Growth Fund may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.1300 |
Growth |
Growth Fund Relative Risk vs. Return Landscape
If you would invest 5,359 in Growth Fund A on September 12, 2024 and sell it today you would earn a total of 555.00 from holding Growth Fund A or generate 10.36% return on investment over 90 days. Growth Fund A is currently producing 0.1581% returns and takes up 0.9051% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Growth, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Fund Current Valuation
Fairly Valued
Today
Please note that Growth Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Growth Fund A retains a regular Real Value of $58.48 per share. The prevalent price of the fund is $59.14. We determine the value of Growth Fund A from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Fund'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 59.14 | Real 58.48 | Hype 59.14 | Naive 59.93 |
The intrinsic value of Growth Fund'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 Growth Fund'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 Growth Fund A helps investors to forecast how Growth 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 Growth Fund more accurately as focusing exclusively on Growth Fund's fundamentals will not take into account other important factors: Growth Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Growth Fund A, and traders can use it to determine the average amount a Growth Fund'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 = 0.1747
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TCRAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Growth Fund is performing at about 13% 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 Growth Fund by adding it to a well-diversified portfolio.
Growth Fund Fundamentals Growth
Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Fund, and Growth Fund 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 Growth Mutual Fund performance.
| Price To Earning | 21.32 X | |||
| Price To Book | 4.98 X | |||
| Price To Sales | 2.13 X | |||
| Total Asset | 121.44 M | |||
About Growth Fund Performance
Evaluating Growth Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Fund 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 Growth Fund 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 stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Normally, the funds portfolio will primarily consist of securities of companies demonstrating business improvement. Although the portfolio managers intend to invest the funds assets primarily in U.S. securities, the fund may invest in securities of foreign companies when these securities meet the portfolio managers standards of selection.Things to note about Growth Fund A performance evaluation
Checking the ongoing alerts about Growth Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Fund A help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Growth Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Growth Fund's mutual fund performance include:- Analyzing Growth Fund'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 Growth Fund's stock is overvalued or undervalued compared to its peers.
- Examining Growth Fund'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 Growth Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Fund's mutual fund. These opinions can provide insight into Growth Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Growth Mutual Fund
Growth Fund financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Fund security.
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