The Teberg Fund Manager Performance Evaluation
| TEBRX Fund | USD 25.37 0.18 0.70% |
The entity has a beta of 0.81, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Teberg Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Teberg Fund is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in The Teberg Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Teberg Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.9700 |
Teberg |
Teberg Fund Relative Risk vs. Return Landscape
If you would invest 2,456 in The Teberg Fund on September 19, 2024 and sell it today you would earn a total of 81.00 from holding The Teberg Fund or generate 3.3% return on investment over 90 days. The Teberg Fund is currently producing 0.0541% returns and takes up 0.8306% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Teberg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Teberg Fund Current Valuation
Undervalued
Today
Please note that Teberg Fund's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Teberg Fund has a current Real Value of $26.91 per share. The regular price of the fund is $25.37. We determine the value of Teberg Fund 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 Teberg Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Teberg Mutual Fund. However, Teberg 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 25.37 | Real 26.91 | Hype 25.37 | Naive 25.36 |
The intrinsic value of Teberg 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 Teberg 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 The Teberg Fund helps investors to forecast how Teberg 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 Teberg Fund more accurately as focusing exclusively on Teberg Fund's fundamentals will not take into account other important factors: Teberg Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Teberg Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Teberg Fund, and traders can use it to determine the average amount a Teberg 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 = 0.0651
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | TEBRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Teberg Fund is performing at about 5% 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 Teberg Fund by adding it to a well-diversified portfolio.
Teberg Fund Fundamentals Growth
Teberg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Teberg Fund, and Teberg 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 Teberg Mutual Fund performance.
| Price To Earning | 17.23 X | ||||
| Price To Book | 1.32 X | ||||
| Price To Sales | 0.98 X | ||||
About Teberg Fund Performance
Evaluating Teberg Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Teberg 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 Teberg 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 its assets primarily in shares of any number of other no-load and load-waived mutual funds, which may include ETFs. Some of the underlying funds invest in the stocks of small, medium and large capitalization domestic or international companies while others invest in fixed-income securities of varying maturities and credit qualities, including government and corporate bonds, as well as high-yield securities or junk bonds. It may commit up to 80 percent of its net assets at any given time to underlying funds that invest in high-yield or junk bond securities.Things to note about Teberg Fund performance evaluation
Checking the ongoing alerts about Teberg Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Teberg Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Teberg Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Teberg Fund's mutual fund performance include:- Analyzing Teberg 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 Teberg Fund's stock is overvalued or undervalued compared to its peers.
- Examining Teberg 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 Teberg Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Teberg Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Teberg Fund's mutual fund. These opinions can provide insight into Teberg Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Teberg Mutual Fund
Teberg Fund financial ratios help investors to determine whether Teberg 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 Teberg with respect to the benefits of owning Teberg Fund security.
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