Templeton Global (Germany) Manager Performance Evaluation
| TEPB Fund | EUR 29.47 0.00 0.00% |
The entity has a beta of 0.0925, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Templeton Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Templeton Global is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Templeton Global AD has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the fund shareholders.
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Templeton Global Relative Risk vs. Return Landscape
If you would invest 3,164 in Templeton Global AD on October 1, 2024 and sell it today you would lose (217.00) from holding Templeton Global AD or give up 6.86% of portfolio value over 90 days. Templeton Global AD is generating negative expected returns and assumes 0.9913% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than Templeton, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Templeton Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Templeton Global AD, and traders can use it to determine the average amount a Templeton Global'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 = -0.1145
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| Negative Returns | TEPB |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Templeton Global 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 Templeton Global by adding Templeton Global to a well-diversified portfolio.
About Templeton Global Performance
By analyzing Templeton Global's fundamental ratios, stakeholders can gain valuable insights into Templeton Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Templeton Global 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 Templeton Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Templeton Global performance evaluation
Checking the ongoing alerts about Templeton Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Templeton Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Templeton Global generated a negative expected return over the last 90 days |
- Analyzing Templeton Global'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 Templeton Global's stock is overvalued or undervalued compared to its peers.
- Examining Templeton Global'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 Templeton Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton Global's fund. These opinions can provide insight into Templeton Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Templeton Fund
Templeton Global financial ratios help investors to determine whether Templeton 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 Templeton with respect to the benefits of owning Templeton Global security.
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